Les rapports
Pour toute entreprise, il est essentiel de connaître le taux de croissance et de le transformer en chiffres. Les rapports sont également utiles pour identifier les problèmes à la source et penser d'ores et déjà aux solutions pour les résoudre.
Zoho Inventory fournit des rapports systématiques qui peuvent vous aider à suivre votre flux de stock, votre flux de cash et d'autres activités d'inventaire. Zoho Inventory vous permet de générer des rapports dans différentes rubriques comme les ventes, les créances, les stocks, les paiements, les achats et les dépenses.
Gestion des rapports
L'accès aux rapports peut être limité à certains utilisateurs en fonction des besoins. Vous pouvez configurer les autorisations pour les rôles en précisant s'ils peuvent consulter, exporter, planifier et partager le rapport. Vous pouvez modifier ces autorisations pour les rôles existants ou les configurer lors de la création de nouveaux rôles.
Configurer la permission pour un rôle
- Paramètres >> Utilisateurs et rôles >> Rôles
- Modifiez ou créez un rôle.
- Bon à savoir : vous ne pourrez pas modifier les rôles prédéfinis.
- Défilez vers la section Rapports.
- Sélectionnez "Activer l'accès complet pour tous les rapports" si vous souhaitez fournir un accès complet à tous les rapports pour ce rôle.
- Vous pouvez également développer chaque groupe de rapports et configurer le niveau d'accès pour les rapports sous le groupe et enregistrez.
Programmer des rapports
Zoho Inventory vous permet de programmer la génération d'un rapport sur une base hebdomadaire, mensuelle, trimestrielle ou annuelle, selon vos préférences. Le rapport généré sera ensuite envoyé aux adresses e-mail de votre choix. Cette fonctionnalité n'est disponible que pour certains types de rapports.
- Passez au module "Rapports" depuis le panneau à gauche.
- Sélectionnez le rapport que vous souhaitez programmer.
- Cliquez sur "Planifier un rapport"
- Sélectionnez les critères en fonction desquels vous souhaitez planifier le rapport, enregistrez.
- Le rapport sera automatiquement envoyé à votre e-mail à l'heure et à l'intervalle spécifiés.
Intégration Zoho Inventory - Zoho Analytics
Zoho Inventory dispose d'un ensemble de rapports standards que vous pouvez générer pour suivre la santé financière de votre organisation. Même si ces rapports répondent aux besoins d'une majorité d'entreprises, il est toujours nécessaire de les personnaliser.
L'intégration de Zoho Analytics vous permet de créer des rapports et des tableaux de bord hautement personnalisables pour visualiser et suivre les principales mesures financières à partir de vos données Zoho Inventory.
Configurer l'intégration
Prérequis : vous devez être administrateur de votre organisation Zoho Inventory pour configurer cette intégration.
- Paramètres >> Intégrations >> Zoho Apps >> Zoho Analytics
- Vos données de Zoho Inventory seront disponibles dans Zoho Analytics via une synchronisation à sens unique.
- Choisissez les modules dont les données seront synchronisées et configurez la fréquence à laquelle elles le seront dans Zoho Analytics.
- Sélectionnez les modules et les champs qui doivent être synchronisés, enregistrez.
- Pendant le transfert des données de votre compte Zoho Inventory vers Zoho Analytics, vous ne pourrez pas modifier les paramètres de synchronisation du module. Cependant, vous pouvez continuer à utiliser Zoho Inventory et vous serez notifié par email dès que vos données auront été synchronisées.
Astuce : Vous pouvez reconfigurer le déroulement et les modules qui sont synchronisés même après l'intégration. Pour ce faire, accédez à Paramètres >> Intégrations >> Zoho Apps >> Zoho Analytics >> Afficher les détails, puis cliquez sur "Modifier les paramètres".
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