ioi Sales Target – Defining Sales Targets

The ioi Sales Target module allows a sales director to define and monitor sales targets across multiple analysis pivots. An XLS import module is also available (see below).

Configuration #

Choosing the date range #

Two modes are available to define the period covered by the target:

• Selecting two accounting periods
• Defining a range by two specific dates

Target scope (filtering) #

Determine the target scope using applied filters.

1. Filtering by customer and global information from the sales document (does not concern detail lines or specific items)

1. Filtering by information present in the document details. Includes data related to items, manufacturer catalogs, and even archived items.

Defining the target #

• The target value must be expressed in the system currency.
• It is also possible to define a target in quantity, under the following conditions:
  • The item must be specified in the sales document lines.
  • The unit used must correspond to the item’s stock management unit.
  • Example:
    • Item managed in UNIT (per piece) but ordered in PACK12 (box of 12).
    • The order unit is PACK12, the stock unit is UNIT.
    • The ordered stock quantity is therefore 12 times greater than the order quantity.
  • The targeted sales range must use the same stock management unit.

Types of documents taken into account #

The target can be compared against several types of sales documents:

• Sales quotes (excluding contracts)
• Sales orders
• Deliveries
• Invoices and credit notes

Running the calculation #

• The calculation can be triggered manually.

• Automatic calculation: all targets less than one year old and with the Enabled status are recalculated every day at 6:00 a.m.

ioi Import Sales Target #

The ioi Import Sales Target module allows easy import of an XLS file containing the sales targets defined by the sales management.