Overview of ABC analysis
3.7 Overview of Top 10 Invoiced Revenues
With E-SSales AAnalysis in your license, you can generate a statistical overview of your invoiced revenue at Invoice/Statistics/Top 10 rrevenue. These invoices, which include sales invoices, direct invoices, credit notes, and direct credit notes, are invoices that have been processed in the final form.
Depending on the option selected at Statistics, this overview enables you to view the debtors, items, resources, or projects that generate the highest revenue in your organization. The option to generate the overview by projects is available if you have E-PProject in your license.
With the search criteria, you can generate the overview based on debtors, items, resources, or projects up to the number "999". For example, if you type "30" at Top, the top 30 statistics overview will be generated.
You can also view the items that generate the highest turnover for your company based on revenue of the items or the number of items sold by selecting Revenue or Quantities respectively at Show.
Once you have selected a debtor, item, resource, or project line from the list, you can view more details of the selected line by clicking Zoom. You can also view the debtor card of the selected debtor or the item card of the selected items by clicking Debtor card or Item ccard respectively. Different criteria and buttons will be enabled depending on the option selected at Statistics.
To view the overview of Top 10 invoiced revenues:
• Go to Invoice/Statistics/Top 110 rrevenue, define the relevant search criteria, and click Refresh. The total amount of invoices or total quantity of items that match the defined search criteria will be listed.
Based on the example shown, you can view the top 10 debtors with the highest invoiced amount. These debtors are invoiced debtors or debtors who received the invoices. The debtors are listed in descending order, from the debtor with the highest invoiced amount to the lowest invoiced amount. The invoiced amount for each debtor in the default currency is displayed under the Total aamount column, with the names of the debtors displayed under the Name column.
3.8 Overview of Invoice Statistics Report
At Invoice/Reports/Statistics, you can view an overview of the sales of each item such as the quantity and amount invoiced per item. The data of this report includes only invoices that have been processed in the final form. This report can also be accessed at Order/Reports/Statistics if you have E-SSales OOrder in your license.
This report shows the quantity sold, the revenue or costs of goods sold, the percentage of markup or margin, the percentage of discount given, and other information for each item. For details on the calculation of margin or markup, see 1.5 Creating and Maintaining Items - Basics tab. From this invoice statistics report, you can easily zoom in on the item information and the item transaction card.
With the search criteria, you can choose to include in the statistics only a debtor that the items were invoiced to by selecting the debtor at Debtor. You can also select a general ledger account or a range of general ledger accounts to generate the overview with only items that were linked to the selected general ledger accounts.
If you click Advanced, more options will be available for you to include only certain items in the report. You can choose to include certain items in the report based on the item groups and status of the items selected.
Once you have defined the criteria, click Display to view the following screen.
CHAP
TER 3 | MANA
GEMENT
INFORMA
CHAP
TER 3 | MANA
GEMENT
INFORMA
TION
To display the invoice statistics report:
• Go to Invoice/Reports/Statistics, define the relevant search criteria, and click Display. The total amount of invoices or total quantity of items that match the defined search criteria will be listed.
For example, refer to the item selected in the previous screen. The item "ALPHA-PEX3B" belongs to item group "5". The code and description of the item are displayed under the Item and Item ddescription columns respectively. The price of one quantity of the item, $448.00, is displayed under the Item pprice column. The net price of the selected item derives from the price per unit after deducting the discount.
The number "15" under the Quantity column refers to the number of the item invoiced for the selected period. Thus the revenue of item "ALPHA-PEX3B" is derived by multiplying its net price of $448.00 with its quantity of 15, which totals $6720.
This report also shows the average cost price of the item, which is calculated by dividing the total cost price ($428.00 x 15) with the total quantity invoiced (15). By multiplying the average cost of the item ($428.00) with its total quantity (15), the costs of the item displayed under the Costs column is $6420.
From this report, you can easily view the selected item's card by clicking Card, or view and modify the information of the selected item by clicking Item.
CHAP
TER 3 | MANA
GEMENT
INFORMA
TION
3.9 Overview of Invoiced Customer Report
You can view a detailed report of items sold per customer at Invoice/Reports/Customer. Information such as the quantity of items sold, average price, revenue, and percentage difference are listed by items and are based on processed invoices that the debtor received. This report allows you to compare the figures of the defined year at Date with the previous year. You can also access this overview at Order/Reports/Customer if you have E-SSales OOrder in your license.
With the search criteria, you can define the range of dates to view the items that were invoiced to the customer on the selected dates. The dates selected cannot range for more than a year. At Sort bby, you can choose to sort the items listed by the highest revenue gained, the highest quantity sold, or by item code.
You can also view brief information of the selected customer at Invoice ddebtor such as the status of the debtor, the contact person, and phone number.
The invoiced customer report allows you to view more information of the accounts payable card of the debtor by clicking Debtor ccard. It is also possible to maintain the price agreement of the selected debtor by clicking Pricelist.
To view the invoiced customer report:
• Go to Invoice/Reports/Customer, define the relevant search criteria of the items that you want to view and click Refresh. The report that matches the defined search criteria will be listed.