IntroductiontoAutomated SalesandInventoryReports
AutomatedReportingOverview
At Purity Life, our goal is to be as transparent with the data as possible so we can work together as business partners to grow and manage our mutual businesses. At this time, we have 8 standard automated reports available to each vendor.
There are 2 tiers offered; Vendors with greater than $100,000 in sales (rolling 12 months) and Less than $100,000. An additional option to have direct access to the data is also available. (Please refer to fee structure details on page 14)
Included in this presentation you will find examples of these reports and a brief explanation of their contents to help you understand and interpret your brands performance. Should you have any questions regarding the reports, how to read them, or to request changes to contact information, please contact a member of our Category Management team at categorymanagement@puritylife.com.
Understand your business quickly at the end of each month Identify trends and react to issues and concerns swiftly
Visibility to your inventory in each warehouse
Benefits
A clear outline of your distribution gaps – focus on these areas to fill listing gaps
Sales by customers –visibility into each location buying your products (by sku and quantity)
Visibility to your Inbound Fill Rate, as well as our Fill Rate to Customers
AvailableReports:
o ACV Top Customers: Top 600, Ship To, gap report
o Customer Summary: Rolling 12 Customer Summary, no SKU detail
o Monthly Vendor Detail: Rolling 12 data, account and SKU details. Two reports – Bill To and Ship To
o Distributor Fill Rate: Outbound fill rate from Purity to Retailers
o Monthly Vendor Inbound Fill Rate: Inbound fill rate from Vendor account to Purity
o Monthly Vendor Inventory Report: 3 Tabs – Aging, Expiration and Low Inventory
o Monthly Inventory Assist: Last 3 months of usage to assist with forecasting of products
o Weekly Rebate Report: Details for all chargebacks and deductions
MonthlyACVTopCustomers:
Purity Life’s Top 600 accounts and sales per SKU to identify any gaps in retailer listings. Highlighting potential sales to fill the gaps.
MonthlyCustomerSummary:
The Monthly Customer Summary report lists sales by customer, by month in a rolling 12-month format.
Easily identify total sales for the 12-month period per retailer.
MonthlyVendorDetail:
The Monthly Vendor Detail report lists sales by item and by customer in a rolling 12-month format. There are two reports included: Bill To (retailer billing) and Ship To (store location).
The Vendor Detail report is very comprehensive in terms of outgoing sales. Using this report, you can see exactly which SKUs were sold to each individual retailer.
MonthlyDistributorFillRate:
This report lists Outbound fill rate from Purity to Retailers.
This report lists the shipped amounts in terms of quantity to the left and terms of dollar amount on the right. This number can help bring to light any potential problems that there may be in terms of stocking product.
MonthlyVendorInboundFillRate:
This report lists Inbound fill rate from the Vendor account to Purity Life.
This report lists the shipped amounts in terms of quantity to the left and terms of dollar amount on the right. This number can help bring to light any potential problems that there may be in terms of short shipments on incoming inventory.
MonthlyVendorInventoryReport:
This report lists the details on all inventory including Aging and Expiration details.
Inventory Aging – length of time the product has been in the Purity Life warehouse (in units as well as $ value)
Inventory Expiration – Expiration date on the product (in units as well as $ value)
MonthlyForecastAssist:
The Forecast Assist report shows the last 3 months of usage to assist with forecasting of products.
WeeklyRebateReport
This report provides details on chargeback costs associated with program fees, free goods and any other promotions agreed to by Vendor which will be charged back to the Vendor’s account.
Report legend (for select fields):
AP REF – reference on the payment stub (CRXXXXXX)
MCB CALC CODE – chargeback base: Cost (C), Price to retailer (N or P), or unit (U)
MCB PCT – vendor portion (in %) of retailer chargebacks
INVOICE DISC PCT – total discount to retailer (in %)
ReportingFeeStructure
Vendors with rolling 12 months of sales less than $100,000:
• $50 CAD per month for monthly emailed reports, or
• $75 per month to access QlikView Business Intelligence portal to pull your own reports and do your own analysis (in addition to the monthly reports). *There is a one-time setup fee of $750 CAD.
Vendors with rolling 12 months of sales greater than $100,000:
• $75 CAD per month for monthly emailed reports, or
• $100 per month to access QlikView Business Intelligence portal to pull your own reports and do your own analysis (in addition to the monthly reports). *There is a one-time setup fee of $750 CAD.
These monthly fees will be charged via an MCB
