Sales Analysis Reporting Menu
Introduction
This menu gives you access to a variety of sales analysis reports. These include such repots as sales by item, customer, product line, class code, state, and sales representative.
Any of the reports on this menu may be printed at any time. In fact, you will probably be printing some reports far more often than once per month. All reports are current as of the last update.
How to Execute
From the Order Processing Main Menu, select Sales Analysis Reports Menu.
Maintain Sort Selections
Introduction
This option allows you to select which sort options you wish to use when processing your sales analysis reports.
How to Execute
From the Sales Analysis Reports Menu select Maintain Sort Selections.
Sort Screen 1
Sales Analysis Reporting Menu
Sort Screen 2
Select the sort options you wish to use when processing your sales analysis reports from both sort option screens. Enter a Y next to the sort options you wish to use and an N next to the sort options you do not wish to use.
Once you are finished selecting sorts, you will be returned to the Sales Analysis Reports Menu.
Print Sales Analysis Reports
Introduction
This option allows you to print various Sales Analysis reports showing sales, cost of sales, units sold, gross profit, profit percentage, and average unit price. Sort options are maintained in the Maintain Sort Selections option.
How to Execute
From the Sales Analysis Reports Menu, select Print Sales Analysis Reports.
Sales Analysis Reporting Menu
Sort Selection
Press F2 from the Sort Selection field to select from the sort list below or enter the corresponding letter of the Sales Analysis sorts.
Detail Options Print sales?
Y Prints sales dollar amounts on the Sales Analysis Reports.
N Omits sales dollar amounts.
Print cost of sales?
Y Prints item cost information on the Sales Analysis Reports.
N Omits cost information.
Sales Analysis Reporting Menu
Print quantities sold?
Y Prints unit quantities sold on the Sales Analysis Reports.
N Omits unit quantities.
Print number of invoices?
Y Prints the number of invoices on the Sales Analysis Reports.
N Omits number of invoices information.
Print gross profit?
Y Prints gross profit dollar amount on the Sales Analysis Reports.
N Omits gross profit dollar amounts.
Print profit percentage?
Y Prints gross profit percentages on the Sales Analysis Reports.
N Omits gross profit percentages.
Print average unit price?
Y Prints the average unit price for the sales on the Sales Analysis Report.
N Omits the average unit price.
Sort by qty. amount or profit Q Sorts report by quantity sold.
A Sorts report based on dollar amount sold.
P Sorts report based on gross profit.
Ascending or descending
A If you are printing this report for a range of years, enter the starting year.
D If you are printing this report for a range of years, enter the ending year.
Number to print
You have the option of limiting the number of analysis entries to print when you sort in a particular sequence. Enter the number of entries you wish to see.
Export Type
If you have a printer assigned to export to Excel you have the option of exporting the report to an Excel Spreadsheet or printing it normally.
P Print normally E Export to Excel From year and period
If you are printing this report for a range of years, enter the starting year.
If you are printing this report for a range of periods, enter the starting period.
To year and period
If you are printing this report for a range of years, enter the ending year.
If you are printing this report for a range of periods, enter the ending period.
Sales Analysis Reporting Menu
Sort Range From To
If you are printing this sales analysis report for a range of records, enter the starting and ending sort codes.
2nd From 2nd To
When defining a second sort for printing this sales analysis report, enter the starting and ending sort codes.
Rebuild Sales Analysis File
Introduction
Although the sales analysis summary file is kept up-to-date during the month as invoices are updated through the Sales Journal update, it may be necessary from time to time to run this option and rebuild the sales analysis file. Although it may take some time to run on a large system, it should be run at least once a quarter.
As with any update affecting large amounts of data, it is very important that you make a backup before using this option.
How to Execute
From the Sales Analysis Reports Menu, select Rebuild Sales Analysis File.
The system will prompt:
Do you want to continue with the update?
Y Will rebuild your Sales Analysis File.
N Will not rebuild your Sales Analysis File.
When you are finished you will be automatically returned to the Sales Analysis Reports Menu.
7 Period End Processing
This chapter describes the options that are available during Period End Processing. They include:
Period End Update
Status Change Update
Each of these functions is usually executed only once each month, after all transactions have been entered for the current month and before any entries are made for the next month.