Summary

As you can see from just these three reports, many operational procedures can be handled quickly and easily with the right report and data. In these reports, the data is narrowed down at the SQL level (pending holds only, shipped in the last 30 days, and completed returns), making the dataset in Excel much smaller, which makes Excel run faster.

Providing your distribution team with easier access to more information will likely improve your customer satisfaction. Happier customers buy more and refer more business to you!

Now that we've spent time managing the selling of products, let's take a look at how we can manage our products using Inventory Control and BI.

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