ekos functions for_ 

Sales Manager

There are a ton of moving parts to being a Sales Manager. From keeping up with future production to current stock for your team to sale - not including all the things in between. Knowing the craziness of all these components, Ekos sales and distribution software has 4 top features to help keep track your weekly routine. Below you'll find these features highlighted - dashboards available with custom reporting, inventory approval process to sell, real-time inventory for your team on the road, and a brewing calendar that shows forecasting for finished goods.

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custom features for the 
Sales Manager


Custom Reporting & Department Dashboards

Ekos offers detailed, customizable reports that provide information on all areas of the brewing business. These reports can be turned into dashboards, allowing for greater insight into individual sales metrics, production schedules, and overall business statuses.

  • My Sales Dashboards to give individual users insight into their goals and performance 
  • Reports and dashboards showing packaging plans, customer specific history and product demand, and more related to your operations  
  • Reports ranging from COGS, finished goods on hand, sales metrics, taproom activity, and excise tax – just to name a few 


Invoice Approval Process for Sales Team

Operating a management chain of approval is important for large teams, the Ekos craft software provides you with an approval process to maintain your operational workflow. By setting controls to send all sales orders to a manager for approval, you gain insight to your customer's requests.

  • Sales reps create a sales order and submit for review by a manager, allowing for a checkpoint before an invoice is created 
  • Sales orders are easily modified if needed, allowing for adjustments to cost, products, or deposits 
  • Approved sales orders return to the sales rep and is converted to an invoice, which reserves the included products for that customer 


Updated Real-Time Inventory by Location

Understanding where your inventory is always is imperative to the planning process. Ekos updates your inventory in real time when ingredients are used in batches or finished goods are created. Having live data available at the click of a button lets you rest easy that you're on track.

  • With a simple click on the facility view, check inventory in each storage location 
  • Run reports on current inventory, whether raw materials or finished goods 
  • See real time updates as multiple users are working in the system 


Forecasting Tools for Finished Goods Inventory

Forecasting finished good availability is important to understanding what products are available for your team to sell. With the brewing calendar in Ekos, you can view the anticipated finished goods being packaged off batches, based on the dates within packaging plans created.

  • Filter by month, week, or year – get specific on the dates you want to see 
  • See the fluctuation of finished goods based on packaging plans and invoices 
  • Clickable fields allowing a deeper look into details on associated invoices 

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