CP0504 Customer Order Processing Sales Analysis Reports

CP0504 Customer Order Processing Sales Analysis Reports

Sales Analysis Reports

Application Overview

 

There are three Sales Analysis Reports available in Customer Order Processing.  Each provides a different perspective on the company's sales.  The three reports are Sales Analysis by Item, Sales Analysis by Product Category and Sales Analysis by Sales Volume.

 

These reports show sales, costs and gross margins, as well as applicable percentages.  Unlike other Sales History Reports, these reports utilize data available in the Inventory Item file rather than in the Sales History file.

 

Run Instructions

 

Select Sales Analysis Reports from the pull down COP Reports window.  The following screen will then be displayed:

 

 

Sales Analysis Reports Entry Screen

 

 

 The following options are available:

    • Select the desired mode from the Sales Analysis Reports menu bar
    • A window will appear allowing you to select one of these options:

        - Sales Analysis By Item

        - Sales Analysis By Product Category

        - Sales Analysis By Sales Volume

     
      • Enter the data requested on the screen

       

      To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

      Entry Field Descriptions

       

      Sales Analysis By Item

       

      Name

      Type and Description

      1.  Starting Item No

      15 alphanumeric characters.

      Enter the starting item number of the range. 

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to All.

      2.  Ending Item No

      15 alphanumeric characters.

      Enter the ending item number of the range. 

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to the starting item number.

      3.  Exclude Items With Zero            Qty Sold Ptd/Ytd ?

      Y or N.

      Enter Y to not include items that have not been sold.  Default is N.

       
      Sales Analysis By Product Category

       

      Name

      Type and Description

      1.  Show Product Categories              On Separate Pages ?

      Y or N.

      Enter whether you wish to print each product category on a separate page or not.  Default is N.

      2.  Print Category Summary               Only ?

      Y or N.

      Enter whether you wish to print a product category summary only.  Default is N.

      3.  Starting Category                   

      3 alphanumeric characters.

      Enter the starting product category of the range. 

      Press the F7 key to search for product category codes.

      Default is All.

      4.  Ending Category

      3 alphanumeric characters.

      Enter the ending product category of the range.

      Press the F7 key to search for product category codes.

      Default is the starting product category.

      5.  Exclude Items With Zero  Qty       Sold Ptd/Ytd ?

      Y or N.

      Enter Y to not include items that have not been sold.  Default is N.

       
      Sales Analysis By Sales Volume

       

      Name

      Type and Description

      1.  Ptd or Ytd Sales Volume                Order ?

      1 alphanumeric character.

      If you want the sales volume to be listed in order by period‑to‑date sales amount, enter a P; if you want it in year‑to‑date order, enter a Y.

      2.  Minimum Sales Volume To          Be Shown

      8 numeric digits with 3 decimal places and an optional minus sign

      (99,999.999-).

      Enter the minimum sales volume to be shown on the report.  Defaults to All.

      3.  Number Of Items To Print

      6 numeric digits (999,999).

      Enter the number of items which you want to print.  If there are 300 items on file and you specify 100 here, only the top 100 items will be printed. 

      Defaults to All.

      4.  Exclude Zero Quantity?

      Y or N.

      Enter Y to not include items that have not been sold.  Default is N.

       

       

       


       

      Sales Analysis By Item

       

       

       



       

      Sales Analysis By Product Category

       

       

       

                             

      Sales Analysis By Sales Volume

       

       



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