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 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 forecasting capability for finished goods.

SEE features
custom features for the 
Sales Manager

#1

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 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 

#2

Inventory Approval Process for Sales Team

Operating a management chain of approval is important for large teams, the Ekos 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 

#3

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 

#4

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 forecasting tool 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 

view features for other roles on your 

sales

 team_

There's more! Ekos functions for all your teams.

< There's more! Ekos functions for your whole team_

We're ready.

Thanks for your interest in Ekos. We're excited to hear how we can help! Let us know in the form below.
Thank you! An ekos_ specialist will be in touch very soon.
Close
Oops! Something went wrong while submitting the form