Printing Standard Sales Reports
Printing the Items Sold Restock Report (Standard)
The Items Sold Restock Report shows items sold for the month. It can create the Restock file, with which you can create purchase orders and transfers.
The default sort for this report is by item number. There are no default limits.
In the (UR) Sales Reports screen, select the [B] Items Sold Restock Report code.
In the Margins From % field, press Tab.
You can limit the information included on the report using the Retail, Phone, Bo's, -Uc and Credit fields. In each of these fields, specify whether to limit by that category only, by that category as well as others, or not at all.
To limit by a category, leave it blank.
To limit by only a particular category, type O.
To limit by a particular category as well as others, type Y.
To skip a limit, type N.
Use the Retail field to limit the report to retail sales by limiting it to order-writers whose assigned numbers end in 01 through 50.
Use the Phone field to limit the report to phone or commercial sales by limiting it to order-writers whose assigned numbers end in 51 through 99.
In the Bo's field, you can limit the report to backorder sales of items on tickets with an extension of -1 or higher.
Use the -Uc field to limit the report to uncataloged items.
Use the Credit field to limit the report to items that have been returned for credit.
To create the Restock file, specify the file’s name (RE-STOCK, for example) at the Keep Re-Stock Files For P/Os prompt. This file can create purchase orders using the Short-Buy function in Purchase Order Entry. To not create the RE-STOCK file, type N. Go to Step 6.
To keep the RE-STOCK file, type Y.
At the File Name prompt, press Tab to accept the default file name, RE-STOCK. To specify a unique file name for the restock file, enter the new name over the default. You can specify any name up to ten characters.
Use the Sort 1, 2 and 3 fields to specify the order in which information prints on the report. Press Tab to sort by item number.
Type K to sort by stock class. Stock classes group items. For example, a stock class might indicate an item is stocked, or that it is bought direct. Space through the Location field in the print line to use the master stock class (from the Class box in the Item Master tab).
If you enter a specific location, the specific stock class for each location (displayed in the Class box in the Item Settings tab) is used. If no stock class is specified for a location, the master stock class is used.
Type S to sort by salesperson number.
Type $ (dollar sign) to sort by total sales dollars. This sorts in descending order. The item with the highest sales is listed first, and the item with the lowest sales is listed last.
Type # (pound sign) to sort by contract number for items on a contract.
Type Q to sort by the quantity sold of each item. This sorts in descending order. The item with the greatest quantity sold is listed first. The item with the least quantity sold is listed last.
Type D to sort by item department number. An item’s department number identifies the general ledger minor account and specifies the taxable status of the item. Space through the Location field in the print line to use the master department, displayed in the GL Dept box in the Item Master tab.
If you enter a specific location, the specific department for each location, displayed in the GL Dept box in the Item Settings tab, is used. If no department is specified for a location, the master department is used.
Type I to sort by item number.
Type L to sort by G/L location.
Type F to list the number of times an item has been sold. This sorts in descending order. The item sold most often is listed first, and the item sold least is listed last.
Use the Report Cost field to include cost on the report.
To include the profit margin and the gross profit percentage for each line, type Y. To exclude the profit margin and gross profit percentage for each line, type N.
Use the Cost Type field to specify which cost prints on the report.
To print the manufacturer’s cost, type M. It is the current cost to buy the item from your manufacturer. This cost is displayed in the Direct Buy/Cost boxes in the Item Master tab. If no manufacturer’s cost is specified for an item, the cost defaults to the wholesaler’s cost. If a manufacturer’s record exists for an item but has no cost, the report prints a zero cost.
To print the wholesaler’s cost, type W. It is the current cost to buy the item from your wholesaler. This cost is displayed in the Primary (Whl.)/Cost boxes in the Item Master tab. If no wholesaler’s cost is specified for an item, the cost defaults to the average or actual cost. If a wholesaler’s record exists for an item but has no cost, the report prints a zero cost.
To print the average or actual cost, type A. It is the one listed in the Purchasing/Cost boxes in the Item Master tab at the time of the order. It also can be the cost from a received purchase order. Both of these costs are in the file JOUR-S. If you have accurate on-hand inventory, this is your true cost.
To print the pricing cost, type P. It is the cost in file JOUR-S that is assigned to the customer in order entry when an item is sold. If a pricing cost does not exist for an item, the cost default to the average or actual cost.
Limits define the information included in a report. You set limits by specifying a range of information (account numbers, item numbers and customer names, for example). Information falling within the range is included in the report; information outside the range is excluded. For example, when generating a salesperson report, you can limit the report to only salesperson numbers within a certain range, or even to one specific salesperson number.
You can set several limits for a report. However, a record must meet all the limits to be included in the report.
To limit the report, tab to the fields to use and enter the beginning range in the From field. Enter the ending value in the To field. To limit the report to a single piece of information, enter the same thing in both From and To fields.
To include all of the applicable information, press Enter. Go to Step 10.
Use the Slsm From and To fields to limit by salesperson number.
Use the Cust From and To fields to limit by customer number.
Use the Invoice From and To fields to limit by assigned invoice numbers and their extensions. If you specify invoice numbers with no extensions, all invoices with the specified number print.
Use the Contract From and To fields to limit by contract number.
Use the Dates From and To fields to limit by invoice date.
Use the District From and To fields to limit by tax district.
Use the Writer From and To fields to limit by order-taker number.
Use the I Dept From and To fields to limit by inventory department.
Use the Class and To fields to limit by inventory stock class. To show only items on which commissions are paid, press Tab in the Class field and type X in the To field.
In the Location field, press Tab to use location 1, or enter another G/L location. Space through the field to include all G/L locations.
In the Printer field, enter the name of the printer to use.
Note: You must use wide paper or set your printer for compressed print (17 characters per inch) to print this report. To set your printer for compressed print, change the print setting manually. Refer to your printer manual for instructions.
In the Copies field, enter the number of copies to print.
In the Totals Only field, press Tab.
In the File field, enter the sales journal from which to gather the information for this report.
To accept the default sales journal, JOUR-S, press Tab.
To print this report using information from a previous month’s sales journal, enter the name you gave that file during the month-end procedure.
In the Volume field, enter the volume serial of the unit where the file is located. To accept the default volume serial, press Tab. The default volume serial comes from the Sales Jour field in the Volume Serials Record of the (LØ) Global Master Parameters screen. The report prints.
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