Printing Standard Sales Reports
Printing the Sales Analysis Recap Report (Standard)
The Sales Analysis Recap Report summarizes sales information for salespersons and order-writers for a specific month.
The report is divided into four sections:
Each section of the report analyzes your sales in a different way.
Note: Each part of this report uses different sorts that cannot be changed. There are no default limits for any part of this report.
The first part of the Sales Analysis Recap summarizes sales activity for each salesperson. It is sorted by salesperson number..
The following information is given for each salesperson:
Salesperson name and number
Number of line entries
Month-to-date totals
Gross profit margin dollars
Gross profit percentage
Year-to-date gross profit percentage (from the Gross % box in the Year column in the Salesperson Master tab).
The following totals also print for all of your salespeople:
Number of line entries
Total sales
Gross profit margin dollars
Gross profit percentage.
Sales Recap by Department Within Location
This part of the Sales Analysis Recap gives monthly departmental sales figures for each location. It is sorted by salesperson number.
Note: To print a recap by department within salesperson, press Enter in the Location field. It includes the same information, except the information is for each salesperson by department.
The following information prints for each salesperson by inventory department:
Total sales
Gross profit margin dollars
Gross profit percentage.
Totals for all departments also print.
This part of the Sales Analysis Recap summarizes sales information for each order-writer. It is sorted by order-writer number.
For each order-writer, the following information is given:
Order-taker name and number
Number of line entries
Gross profit margin dollars
Total sales
Gross profit percentage.
The following totals also print:
Number of line entries
Gross profit margin dollars
Total month-to-date sales
Gross profit percentage.
Sales Recap by Retail or Phone
The last part of the Sales Analysis Recap separates sales figures into two groups: retail sales and phone (commercial) sales. The last two digits of the order-taker number differentiate retail sales from phone orders. All invoices with an order-writer number ending with 01 through 50 are reported as retail sales. Invoices with order-writer numbers ending with 51 through 99 are reported as phone sales.
The following information is included for both retail and phone sales:
Total sales
Gross profit margin dollars
Gross profit percentage.
The report also shows the totals of all departments and separates the information by location for both retail and phone.
In the (UR) Sales Reports screen, select the [E] Sales Analysis Recap Report code.
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 not print 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 5.
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.
To print a recap by department within salesperson, press Enter.
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.
See also: