3/9/20: Steve recommends a scratch report to start ($1,000) in one corp ie pharmacy 1. Then AFN would need to log into each corp and pull their scratch report. They could export to excel and get the numbers they are needing. This report cost covers bulleted items #1-5. # 6 (affiliate id associated with the transaction will require more work and another $500 to determine where this is coming from and how to pull it into the report).

Once this has been created and is pulling correctly the second phase would be automating a report with all of this aggregated data. Not sure on cost of this as it would encompass an api as data needs to travel from different servers, corps. 

3/4/20: The purpose of this Scope of Work (SOW) is to have a custom dashboard with a custom report created in Adilas Account No. 870, AFN, Inc. similar to the dashboard and report that were created for Compliance reporting.

Background: AFN Inc. has contracted with pharmacies across the U.S. that are selling products offered by CBD North America. The pharmacies are members of the CBD North America referral network. The referral network enables the pharmacy to participate in the revenue sharing program between CBD North America and AFN, Inc.

Remedy: AFN, Inc. requires a custom dashboard on Account No. 870 that would show the following transaction information:

● $ amount,
● date,
● time,
● customer name,
● email address, and
● affiliate id associated with the transaction

The report that is available through the custom dashboard should have fields for entering a Start Date and End Date for the report. This report will be run through Adilas Account No. 870 with User Permissions to do so. This would be for a manual report that would be run based on User Permissions in the Adilas account. As pharmacies are added to the network, there would need to be a mechanism to add the Adilas account number to the report. Ideally, the report would be run automatically at 11:59 p.m. PST every day, it would include all the stores associated with the CBD North America referral network, and be sent to a designated person who is responsible for the distribution of the revenue.

If the automation of the report delivery would delay this project, having the fields to manually enter the report Start and End Dates will work as long as all the accounts can be added to the report as more pharmacies are added.