ekos functions for_ 

Sales Manager

As a sales manager, you wear many hats. From keeping up with available inventory and future production and managing customer relationships, you have a lot on your plate. The sales and distribution software from Ekos has features designed to help keep track of your weekly routine. With custom reporting and user dashboards, support for invoice approval processes, real-time inventory updates, and a batch calendar that shows forecasting for finished goods, you'll be able to stay organized and help your team sell more product.

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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 business. These reports can be turned into dashboards, allowing for greater insight into individual sales metrics, production schedules, and company financials.

  • Sales dashboards give individual users insight into their goals and performance 
  • Reports and dashboards show packaging plans, customer-specific history and product demand, finished goods on hand, and more
  • Available reports range from COGS, finished goods on hand, and sales metrics to taproom activity and excise tax — just to name a few 


Invoice Approval Proces

Operating a management chain of approval is important for large teams. Ekos provides 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 and the activities of your sales representatives.

  • 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 are converted to an invoice, which reserves the included products for that customer 


Updated Real-Time Inventory by Location

As a sales manager, you want to make sure your reps know what goods are available for sale whether they're in the office or on the road. Ekos updates finished goods inventory in real time, providing live data at the click of a button. Reps can easily create sales orders and invoices on the road to reserved finished goods for customers.

  • 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.

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

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