WinEIS Executive Summary

Table of Contents

      Accounts Receivable System Summary

• View Accounts Receivable Summary by Location, Customer, or Source Journal
• Filter Customers by name, level of delinquency, or current balance
• Visually graph any data view in one of ten 2D or 3D graph formats
• Print any data view or graph to any configured Windows printer
• Export any data view to Excel
• Create MasterBook function will create a master Excel Spreadsheet with summary and detail information for all locations allowed (useful for creating distributable reports which contain both master overview and detail data for all locations)
• Limit access via EIS Setup

(sample winEIS 3D Graph in AR system)

• View Sales Comparisons for any location or all locations
• Show Month-to-Date, Year-to-Date, Rolling 12, and Budget data side-by-side.
• Compare Sales with any of 8 comparison types
• Optionally restrict comparison by department
• Over 4800 standard comparison and graphing possibilities
• Print any data view or graph to any configured Windows printer
• Export any data view to Excel
• Limit access via EIS Setup

(sample winEIS 2D Graph in Sales system)

• View current Inventory levels by Whole Goods, Deere Parts, or Vendor Parts
• Breaks down by Category, shows Turns, Current Inventory Levels, Prior Year Inventory, and % Change side by side
• Print any data view to any configured Windows Printer
• Export any data view to Excel
• Limit access via EIS Setup

(sample winEIS data view in inventory system)

• Shows Absorption data for Rolling 12, Year-to-Date, and Prior-Fiscal-Year for Parts, Service, and Total
• Sort by Time Frame, Department, Total, Parts, and Service
• Optionally, filter for only current Rolling 12, Year-to-Date, or Prior-Fiscal-Year
• Print any data view to any configured Windows Printer
• Export any data view to Excel
• Limit access via EIS Setup

(sample winEIS data view in absorption system)

• Quickly Determine when Equipment is due for payoff
• View all equipment due over next three months, or individually for each month
• Print any data view to any configured Windows Printer
• Export any data view to Excel
• Limit access via EIS Setup

(sample winEIS data view in equipment due system)

• Group Accounts Payable per EIS specifications
• Shows Current Year as of present, Current Year through Month, and Prior year through Month
• Shows Accounts Payable amount breakdown for 10 days, 20 days, 30 days, 40 days, 50 days, 60 days, and Other.
• Print any data view to any configured Windows Printer
• Export any data view to Excel
• Limit access via EIS Setup

(sample winEIS data view in accounts payable system)

• Group Notes Payable per EIS specifications
• Shows Current Year as of present, Current Year through Month, and Prior year through Month
• Print view to any configured Windows Printer
• Export any data view to Excel
• Limit access via EIS Setup

(sample winEIS data view in notes  payable system)

• Shows Miscellaneous Accounts to Monitor as configured by EIS
• Shows Account Name / Number, Current Year as of present, Current Year through Month, and Prior year through Month for each account
• Print view to any configured Windows Printer
• Export any data view to Excel
• Limit access via EIS Setup

(sample winEIS data view in nisc accounts system)

• Shows Current and Prior Year End Ratios for:
  • Net Operating Return on Assets (Rolling 12)
  • Net Operating Return on Sales (Rolling 12)
  • Ending Equity to Total Assets
  • Pretax Income as % of Sales (Rolling 12)
  • Current Ratio
  • Quick Ratio
  • Working Capitol Turnover (Rolling 12)
  • Capital Asset Turnover (Rolling 12)
  • Financial Leverage Factor (Rolling 12)
  • Interest Leverage
  • Debt Source Ratio (Rolling 12)
• Limit access via EIS Setup

(sample winEIS data view in Ratio system)

• View by Segment, Dollars, or Warranty / Parts breakdown
• View overall locations summary or by location detail
• Filter detail view by Total, Customer, Warranty, Internal, or Expense WIP
• Print view to any configured Windows Printer
• Export any data view to Excel
• Uses EIS Setup for WIP Categories
• Limit access via EIS Setup

(sample winEIS data view in WIP system)

• View summary of Open Docs, Parts amount, Misc amount, and Tax amount
• Drilldown to Location to view parts in process detail for any location
• Print view to any configured Windows Printer
• Export any data view to Excel
• Limit access via EIS Setup

(sample winEIS data view in WIP system)

The Sales History Inquiry system is based upon a Stored Inquiry architecture.  This means you can create and define new views based upon your specific needs - you can display, filter, and categorize data in a virtually unlimited fashion.  

Primary comparison by Manufacturer, Location, or Salesman.

Drilldown in to Manufacturer, Model, Loation, or Salesman.  (You choose)

Additionally, drilldown is supported to the specific list of inventory items making up the sales figures.

Filter by date range (fixed or dynamic), new / used, and more.

(Sales Hist Inquiry Manager)

(Sales Hist Create Inquiry Screen)

(Sales Hist Data View Screen)