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Peppol is an international standard for digital business. This open infrastructure is compatible with the MKG ERP software, allowing you to send, receive, and process electronic invoices, orders, and other business data via a secure connection. This article explains the benefits of Peppol and how the Peppol integration works in our software.
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In the Sales Dashboard module, under the 'Invoices' tab, you will find the standard view Invoice Value (8201). In this standard view, the sum of all created invoices is displayed per debtor. Additionally, a breakdown is made based on the fields Invoice Date.
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In the Sales Dashboard module, you will find the standard view Order Value (8201) under the 'Orders' tab. This standard view displays the sum of all created orders per debtor. Additionally, a breakdown is provided based on the fields Order Date.
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Within MKG, it is possible to customize and save views per user.
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In the Sales Dashboard module, under the 'Quotes' tab, you will find the standard view Quote Value (8201). This standard view displays the sum of all created quotes per relationship. Additionally, a breakdown is made based on the fields Date Offered.
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This dashboard consists of four tabs for quotes, orders, packing slips, and invoices. Each tab distinguishes between a table for general (header) data and a table for line item data. By setting filters on the tables, you can gain insight into the data entered in MKG.
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In MKG3, four dashboards are available: for Purchasing, Production, Relations, and Sales.
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With the standard dashboard 'Debtors Budget Control', you gain insight into the extent to which the set budgets for your debtors are being achieved.
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The homepage dashboard 'Quote Value' displays the administrative quote value based on sales quotes within a specific time frame.
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Customer Relationship Management goes beyond managing your relation data. With MKG you can easily get more out of your data. For example, create tasks for yourself or for colleagues. And CRM is not only available at your workplace, via the MKG App you have access to your relation data anytime, anywhere. Would you like to see what options MKG offers for your CRM? Watch the MKG Webinar 'Discover the Versatility of CRM within MKG' here.
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The 'Invoiced' homepage dashboard is a simplified view intended to be placed on the MKG Homepage. This dashboard displays the invoice value within a specific time frame based on sales invoices. Comparisons can be made between today and yesterday, this week and last week, this month and last month, and this year and last year (up to today minus 365 days).
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The homepage dashboard 'Order intake' is a simplified view intended to be placed on the MKG Homepage. This dashboard displays the administrative order value based on sales orders within a specific time frame using the 'Order Date' field. Comparisons can be made between today and yesterday, this week and last week, this month and last month, and this year and last year (up to today minus 365 days).
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The standard dashboard 'Sales Price Analysis Items' shows per item the number of sales invoice lines within the selected period and what the minimum, average, and maximum sales invoice price per item is.
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The standard dashboard 'Open Sales Orders' displays, based on sales orders, all sales order lines that are not historical and for which the backorder quantity is greater than 0. This way, you quickly gain insight per sales order line into who it was sold to, what was sold, how much was sold, and the current status.
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Quickly gain insight into sales results? With the standard dashboard 'Invoice Margins' you quickly have an overview of the invoice margins, both per debtor and per sales group.
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The standard dashboard 'Delivery Reliability Debtors' shows, based on sales packing slip lines, how well delivery agreements have been met. For each debtor, it shows how many packing slip lines there are, specified according to set threshold values with corresponding percentages and the average deviation.
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To convert data from your database into relevant management information, MKG5 offers dozens of interactive dashboards. This article covers the general operation of the standard dashboards. A specific explanation is also available for each dashboard.
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With the standard dashboard 'Order Intake Analysis' you display the order value per week, month, or quarter. Additionally, you can create cross-sections per debtor, sales group, item, and country, and it is possible to include forecast orders in the analysis and filter by seller.
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The quote value per week, month, or quarter in one overview? With the standard dashboard 'Quote Value Analysis' you quickly have access to the quote data for a specific period.
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Quick insight into which quotes are currently outstanding with customers or prospects. This shows where follow-up actions are needed. The standard dashboard 'Open Sales Quotes' only displays quotes that have not resulted in an order and have not been closed, deleted, or rejected.