Commercial Monitoring

Commercial Monitoring compares targets and sales results, contribution, purchases, and expenses daily, making it possible to identify deviations and take more effective actions.

Gross Profit Calculation
[Sales Amount] x [Margin %] ÷ [100] = Gross Profit

Verify Commercial Monitoring Data

Click here to access the Verification Guide;

Follow the Steps for Commercial Monitoring

Click here to watch the detailed Commercial Monitoring Complete Video

Portal
Mobile

Follow the steps below as shown in the images.

Controllership> Commercial Monitoring

– As shown in the image below, we can see the default Commercial Monitoring home screen.
– Divided into 4 Monitoring Groups: SALES, CONTRIBUTION, PURCHASES, and EXPENSES.
– In this example, we will use Filter>Type>Commercial Category

2- This area allows you to define the Commercial Monitoring analysis criteria, making it possible to view the results from different perspectives and levels of detail. See the Commercial Monitoring Toolbar details below;

See how to access the lower levels in the image below.

See the details of each Commercial Monitoring Sales column below.

See the details of each Commercial Monitoring Contribution column below.

See the details of each Commercial Monitoring Purchases, Inventory, Loss, Breakage, Consumption, and Expenses column below.

Table Legends

SALES Table Legend

CONTRIBUTION Table Legend

PURCHASES Table Legend

What Is Displayed in the Exchange Inventory Balance?

The Inventory Monitoring routine records the inventory position when the consistency check is performed.
In summary, the inventory displayed in this routine corresponds to exchanges that have not yet been completed with the supplier, meaning items that have already been negotiated and are still awaiting action from the supplier, and that appear on the Inventory/Exchange screen when the consistency check for that day is completed.
When a return invoice is issued to the supplier or when the item is removed from the inventory/exchange, after a new consistency check is performed, the system no longer considers that item because it is no longer part of the exchange inventory.
Important: exchanges made with end consumers are not included in this validation.

Data – Commercial Monitoring

Controller360	ERP	Filter	Column
Sales, Actual Amount	Administrative Inquiries > Entry and Exit	Period, Store, Display [Commercial Category]	Sales
Sales, Promotional Amount	Administrative Inquiries > POS Sales	Period, Store, Display [Commercial Category], Offer [Yes]	Net Sales
Sales, Non-Promotional Amount	Administrative Inquiries > POS Sales	Period, Store, Display [Commercial Category], Offer [No]	Net Sales
Sales, Receipt	Administrative Inquiries > POS Sales	Period, Store, Display [Commercial Category]	Receipt Qty.
Sales, Average Ticket	Administrative Inquiries > POS Sales	Period, Store, Display [Commercial Category]	Average Receipt
Contribution, Actual Amount	Administrative Inquiries > Entry and Exit	Period, Store, Display [Commercial Category]	Sales – Sales Cost¹

Purchases, Entry Amount²	Administrative Inquiries > Entry and Exit	Period, Store, Display [Commercial Category]	Entry
	Inventory > Internal Transfer	Period, Commercial Category, Store	Cost Including Tax
Purchases, Exit Amount³	Administrative Inquiries > Entry and Exit	Period, Store, Display [Commercial Category]	Exit
	Inventory > Internal Transfer	Period, Commercial Category, Store	Cost Including Tax

Purchases, Inventory Balance	Inventory > Inventory Monitoring	Date, Store, Display Mode [Commercial Category]	Total, Cost Including Tax
Purchases, DDV	Inventory > Inventory Monitoring	Date, Store, Display Mode [Commercial Category]	DDV
Purchases, Exchange Balance	Inventory > Inventory Monitoring	Date, Store, Display Mode [Commercial Category]	Exchange, Cost Including Tax
Purchases, Loss (Actual)	Inventory > Loss	Period, Store, Display Type [Commercial Category], Summary	Total Including Tax
Purchases, Breakage (Actual)	Inventory > Breakage	Period, Store, Display Type [Commercial Category], Summary	Total Including Tax
Purchases, Consumption (Actual)	Inventory > Consumption	Period, Store, Display Type [Commercial Category], Summary	Total Including Tax

1. The Controllership Sales Cost, used to calculate the contribution amount, is the cost including tax.
If the “Uses Average Cost” flag is enabled in the ERP Price Administration routine settings, it will not be possible to verify the sales cost.
2. Entry Amount is the sum of the Entry column in Entry and Exit and the cost including tax of internal transfers.
3. Exit Amount is the sum of the Exit column in Entry and Exit and the cost including tax of internal transfers.
4. The Controllership Total Purchases is the sum of the ²entry amounts and ³exit amounts from Commercial Monitoring.
5. Controllership does not retrieve store-to-store transfer information directly from Inventory. Only outbound invoices of the transfer type are included. The “Accounts for Store Inventory Transfer” option in the Entry and Exit report parameters must remain unchecked.
6. Controllership uses the entry types included in the Entry and Exit settings to determine what is considered a merchandise purchase.
7. Controllership uses the exit types included in the Entry and Exit settings to determine which purchased merchandise was transferred or returned.
8. An Internal Transfer creates an exit from the level 1 commercial category of the selected product and creates an entry in the commercial category specified in the Commercial Category field. Always record transfers with operation type = entry (requires ERP 4.1.36+).
Important: Daily actual data will only be processed, sent, and updated after the POS consistency check.