Reporting mappings
Company invoice points setup · Connect, verify and enable each branch
Admin configuration for Chairman reporting. Changes restate historical categories in both comparison periods; every save records its previous value and your rationale.
Checking Admin access…
Sales source coverage
Sales connectors must provide verified coverage. Gift stock and receipt collection sync do not establish sales coverage. Opening dates require management evidence.
Connect current and future branches
Every active CRM branch appears automatically in Chairman reporting. Connect its whole sales book here, then run the sales reader on the enrolled AutoCount server. A branch with no completed sales read remains unavailable. Book assignments are permanent until a reviewed migration.
Item category or package allocation
Branch opening and document adjustments
Reporting automatically uses each branch's earliest valid, posted AutoCount cash-bill date as its opening date. The verified date below is a fallback only when no valid cash bill is available. See Branch opening dates in the Chairman report for the effective date and source. This does not certify historical sales coverage.