Daily Sales Flash for Epicor BisTrack
Every morning, the people you enrol get yesterday from BisTrack as of close: sales and gross profit by branch against last year and the month to date, open orders, the biggest tickets. Every figure opens the rows behind it. Nothing to build in a report writer.
Finance & reportingUpdated Oct 202620 ERPs
See it work on BisTrack.
Click through the steps. Fictional data, in BisTrack’s terms; the real thing runs on BisTrack.
Sales $184,620 · GP 27.4% · 212 tickets. Last year, same Tuesday: $171,900 · 26.8%.
Main St $112,340 · GP 28.1%. Route 9 $72,280 · GP 26.3%.
Month to date $2,418,700, up 5.2% on last October through the 21st.
Open orders $918,400, $142,000 due to ship this week.
Biggest tickets: Harbor Point Builders $31,870 (Lot 14 Birchwood), Cedar & Stone Framing $18,420 (Maple St duplex), Oak Hill Builders $12,960 (Elm Ridge phase 2).
Yesterday by branch, against last year and the month, from BisTrack as of close. To Priya and Sam, nobody else.
The problem, as it happens in BisTrack.
The owner wants to know how yesterday went before the first customer is at the counter. What exists is a sales report in BisTrack somebody runs at nine, exports, and pastes into an email with the branch totals retyped. On the days that person is out, there is no email. On the days there is one, it says sales, not margin.
So the questions get asked by phone. What was the big ticket at Route 9? Are we ahead of last October? Who sold the truss package? Each one is a report somebody has to run, and the answers arrive after the point at which they would have changed anything.
How it works.
- 1
The close is read overnight
After BisTrack’s day end, Lunica reads yesterday’s invoices and credits, open orders and quotes, by branch, by salesperson, by category, with cost, so gross profit is real and not estimated.
- 2
The email is written
Sales and gross profit by branch, against the same day last year and the month to date. Open orders and what’s due to ship. The biggest tickets, with the customer and the job. Counts for the counter: tickets, average ticket, cash against charge.
- 3
It arrives before the doors open
To the people you enrolled, at the hour you set. The owner’s copy and the branch manager’s copy can differ: one sees the company, one sees Route 9.
- 4
Every figure opens the rows
Click a number and the invoices behind it are there, from BisTrack, as of close. Ask a follow-up in plain English and the answer cites the rows it came from.
How it connects to BisTrack.
Lunica reads BisTrack’s invoice history, open orders, quotes, the customer record and the product record through a read-only login to the BisTrack SQL Server database and its reporting views, after the day end, with cost as BisTrack has it. Last year’s figures come from the same history, same day of the week, so a Tuesday is compared to a Tuesday.
Nothing is written to BisTrack, and nothing is sent on its own beyond the flash itself, which goes on the schedule you set to the staff you enrolled. The rows behind each figure open on Lunica’s page, read from BisTrack. Anything a figure prompts someone to change is keyed by your team in BisTrack.
What a week looks like.
- The owner knows yesterday before the counter opens.
- Gross profit by branch is a figure, not a guess from a sales number.
- Last year’s same day sits beside this one, so the comparison is fair.
- The follow-up question is answered from the rows, not by a phone call to the branch.
Questions
Does it write anything to BisTrack?
No. It reads invoice history and open orders after the close and writes the email. What anyone changes as a result, they change in BisTrack.
Who gets the email?
The people you enrol, and only them. Each person’s copy can be scoped: the whole company, one branch, one salesperson’s book.
How is gross profit computed?
From the cost on each invoice line as BisTrack recorded it at the sale, so it matches what the month-end margin report will say.
What about credits and returns?
Netted on the day they post, and shown on their own line so a big return doesn’t hide in the total.
Can we add a figure?
Yes. Say what you want to see, in plain English, and it’s on tomorrow’s email. Each figure keeps a link to its rows.
What if the close runs late?
The email waits for the day end in BisTrack and says which day it covers. It never sends a half day as a whole one.
Does it need a server?
Lunica runs on one Windows server inside your network, beside BisTrack’s SQL Server, set up and maintained by Lunica. It reads Epicor BisTrack through a read-only login to the BisTrack SQL Server database and its reporting views. There is no inbound connection from outside your network.
What does Lunica read in BisTrack?
The customer record, open items and terms, purchase orders and receipts, the product record, quotes and order history, as each workflow needs them. Read-only, and only the rows a task is about.
Can it post to BisTrack?
Nothing lands in BisTrack without a person. What belongs in BisTrack goes back as a BisTrack import where one exists, or keyed by your team from what Lunica prepared.
What about our documents?
Invoice copies and scans keep living in BisTrack Document Management. Lunica reads them when a workflow needs one and never writes to them.
The same workflow, on another ERP.
Daily Sales Flash is written for every system on the list. You’re reading the BisTrack version.
See it on your BisTrack data.
Thirty minutes. We walk the workflow on BisTrack data, then map it to yours.