A.

Display the 7-day summary

From the Item Movement tab:

1. Click Delivery Summary.  Delivery quantities and amounts display for the last seven days.

2. If desired, enter a different Delivery Date and click Past 7 Days.

This is the last day of the 7-day period you wish to view.  Yesterday's date and seven days of deliveries are displayed by default.  

Must be within the previous 173 days (180 days – 7).

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B.

Drill into a date to view details

1. Click the Delivery Date to review.  

2. Click the desired Retailer.  

Summarized delivery information for each store displays.

Addendum numbers represent either deliveries corrected through automatic error reprocessing or quantity replacements submitted through View Deliveries by ID.

3. Click a Store to view the item-level details.

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C.

Run a report

To receive the detail information in a report:

1. If desired, enter a different Report Name.

This will be the title of the report, and will appear on each page of an RTF report.  

The report name also becomes the subject line for e-mailed reports or notifications.  If the file will be downloaded, the report name will be the name of the file held for downloading.

2. Select a Format.

Comma Separated (CSV) for a report you can open as a spreadsheet.

RTF for a ready-to-print table you can open with word-processing software.

3. Select a Delivery Type. This determines how you will receive the report.

E-mail Attachment to have the report e-mailed to the address listed.

Select E-mail Notification to save the report for downloading from File Registry. A notification is sent to your e-mail address that the report is ready to download.

Select File Registry to save the report for downloading later. No notifications are sent.

4. Click Submit.

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Note:  If a report is over 2MB in size, it normally will not be sent as an e-mail attachment.  Instead, you are notified by e-mail that the report is ready to download.  

Click File Registry from any Park City Group window, Find and select the file, then click Download to transfer it to your computer.

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See Reset a Delivery - Delivery Summary for the steps and guidelines to zero out a delivery.

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