Data Management
Rest Easy - Your Data is in Good Hands
Data Management Features
Dashboard statistics
Sales reports
Customer reports
Track down who your top customers are, find out which of your customers don’t have a recurring order setup or produce a screen of results showing customers that haven’t ordered from you in the last 60 days. Send them all an email directly from the report, export it to Excel, print, or sort your results. Need to keep track of customers to follow up with each day or week? No problem! Our integrated delivery software allows you to use the customer follow-up report and instantly know who you need to contact. Find out who is on hold, who is on vacation, who hasn’t paid, how many new customers you’ve had, and what that means money-wise…the data is endless.
Product and inventory reports
Using our ordering and delivery management software, you can produce reports of your current inventory or find out how much inventory you’ll need for next Thursday’s orders. Search for how much of “x” product you sold during last year at this same time. Got pre-order products? Pull up a complete list of all the orders so far, easily find your sale items, find items that are disabled, out of stock, or low on inventory, set up as a first-time order special – the possibilities are limitless when you use Delivery Biz PRO’s home delivery software.
Financial reports
Along with the sales and profit reports, you can easily export all financial data in CSV format. You can find out how much in check, cash, and electronic payments were posted for any given date range, how much in credits or adjustments were issued to customers for a date range, or find out what’s currently outstanding in the system. Need to know how much tax you charged for a given date range? No problem, we have a report for that. We’ve done our research on just what business owners are looking for in their delivery software for small businesses, and have made it easy to view your business stats on your dashboard.