Invoice Item Discount Analysis

Overview

The Invoice Item Discount Analysis application is an analytical list application intended for users to examine various performance factors for the different service options their carrier provides. This insight is useful for users to calculate inefficiencies in their shipping processes and use the analytical data to support findings.

Clicking on a carrier option will bring a drop down of all the carriers service options, giving users more specific data on each of these services to be able to compare and contrast things such as usage, weights and charges. Clicking into the services will provide a drop down of the tracking units included, helping users find specific instances that may have caused issues and determine the reasons behind the issues.

Users can customize their table view by clicking on the borders of columns to adjust the size or selecting a column and dragging it to a new location in the table. Clicking on a column allows users to sort the data or freeze that column so it maintains its position when scrolling horizontally. 

 

Users can adjust and change which columns appear in the table by selecting the table settings button. 

 

 

 

Creating Additional Groupings 

The Settings button also allows users to add or remove the groupings. To add a Grouping, first select the data point within the list of Columns, and then click on "Group" at the top of the pop-up window. Choose the new grouping from the drop-down and click Go. 

 

Now I can see there is a new grouping of data - in this case, Billed Account, nested within the chart:

Please Note: Removing the preset groupings will provide a table view of only tracking units, no longer organized by carrier or service. Selecting 'Reset' at the top right corner of the Settings window will return the table to its standard mode.

Users can save their changes as a view within the Invoice Item Discount Analysis application by selecting the drop down arrow next to 'Standard' or save their changes as its own tile on the Intelligent Logistics homepage by selecting 'Save as Tile'.