Sales
- What are total sales so far this financial year? Last financial year? Last month, this week, today?
- Show monthly sales for this financial year.
- Top 10 customers by sales this financial year. Top 10 items by value, or by quantity in the last 3 months.
- Compare sales this financial year to date with the same period last year.
- How many sales orders are open and what are they worth? Which are older than 30 days?
- Sales by item group. Sales by sales employee.
- Which customers haven't ordered in the last 90 days but ordered before?
- Average order value this year. How many new customers placed a first order this year?
Finance
- Which customers have overdue invoices and how much is overdue?
- Debtor ageing in 0–30, 31–60, 61–90 and 90+ days.
- Total accounts receivable outstanding. Which customers are over their credit limit?
- What payments did we receive this week? Credit notes this financial year.
Warehouse
- Total stock value in all warehouses, and by warehouse.
- Which items have negative stock? Which have more committed to sales orders than on hand?
- Which items are below their minimum stock level? The 10 items with the highest stock value.
- Stock of an item per warehouse: on hand, committed, on order, available. What is in a bin location.
- Recent movements, transfers, items on order, slow movers by group.
Purchasing
- Which purchase orders are open and what are they worth? Any due in the next 14 days? Which are overdue for delivery?
- Top 10 suppliers by purchases this financial year.
Customer service
- The balance of a customer. Their open orders. Their unpaid invoices.
- Show a sales order or an invoice with its lines. Has an order been invoiced? Has it been delivered?
Management
- How are we doing this financial year?
- Which customers make up 80% of sales? Month-on-month sales growth.
Customers, in chat or by phone
After verifying with account number and PIN, scoped to their own account only:
- What is my account balance? Which of my invoices are unpaid? Any overdue?
- What are my open orders? Has my latest order been delivered? What did I order last month?
- By phone: How much do I owe? What was my last invoice? Has my order been delivered?
Follow-ups and the financial year
The chat keeps the conversation, so "compare with last year" after a monthly sales question works. If a report comes back on the wrong basis, teach it once ("the financial year runs 1 July to 30 June") and every later answer uses it. See Memory and teaching.