Sales Orders and Returns

The data model includes views such as Sales Returns, All Transactions, Quotation, and Sales Orders, with measures like Order/Return Quantity, Despatch/Receipt Quantity, Invoice/Credit Quantity, Allocated Quantity, Order/Return Amount, Order/Return Tax Value, Realised Cost, and Estimated Profit. It facilitates analyzing customer preferences, tracking sales and returns, and evaluating profit margins based on estimated and actual costs and revenues for performance assessment and market analysis.

Benefits of This Data Model

• Improved Performance Assessment: By analyzing data from views like Sales Returns, All Transactions, Quotation, and Sales Orders along with measures like Estimated Profit and Realised Cost, businesses can enhance their performance assessment strategies for better decision-making.
• Enhanced Market Analysis: The data model enables businesses to understand customer preferences and buying patterns through dimensions like Customer Account Number and Product Group Description, facilitating improved market analysis and targeted marketing approaches.
• Efficient Revenue Tracking: With measures such as Order/Return Quantity and Order/Return Amount, organizations can efficiently track revenue from confirmed sales transactions, aiding in revenue management and forecasting.
• Optimized Inventory Management: Through dimensions like Item Code and Line Unit Price, the data model supports optimized inventory management by providing insights into stock movements and pricing strategies for effective decision-making.
• Improved Profit Margin Evaluation: The model allows for evaluating profit margins based on Estimated Profit on Revenue and Realised Profit on Cost, providing businesses with valuable insights into their financial performance and helping in making informed pricing and cost decisions.

Key Performance Indicators (KPIs)

• Order/Return Quantity: The total number of items ordered or returned in a sales transaction.
• Despatch/Receipt Quantity: The total number of items dispatched or received in a sales transaction.
• Invoice/Credit Quantity: The total number of items invoiced or credited in a sales transaction.
• Allocated Quantity: The total number of items allocated for a specific purpose or order.
• Order/Return Amount: The total monetary value of the items ordered or returned in a sales transaction.
• Order/Return Tax Value: The total tax amount associated with the items ordered or returned in a sales transaction.
• Order/Return Total: The total cost of the order or return, including both item value and tax.
• Estimated Cost: The projected cost associated with fulfilling an order or processing a return.
• Estimated Profit: The anticipated profit margin for a sales transaction based on estimated costs and revenues.
• Estimated Profit on Cost: The profit margin as a percentage of estimated costs.
• Estimated Profit on Revenue: The profit margin as a percentage of estimated revenues.
• Realised Cost: The actual cost incurred in fulfilling an order or processing a return.
• Realised Profit: The actual profit margin for a sales transaction based on realized costs and revenues.
• Realised Profit on Cost: The profit margin as a percentage of realized costs.
• Realised Profit on Revenue: The profit margin as a percentage of realized revenues.

Available Visualizations

View Name	Description
Sales Returns	Provides a list of returned items and reasons for analysis and improvement.
All Transactions	Offers a complete overview of all sales and returns transactions for performance evaluation.
Quotation	Displays pending sales orders awaiting confirmation or cancellation.
	Provides an insight into customers' preferences and buying patterns for market analysis.
Sales Orders	Shows confirmed sales transactions for tracking revenue and inventory management.