About Sales Reports
Sales reports are designed to help you access important information, such as sales analysis, in a usable format. However, these reports can be easily customized to include only the information you need. Custom sales reports are printed through the (U) Sales Selectors screen. Standard sales reports are printed through the (UR) Sales Reports screens.
Custom reports use the Report Writer format, which offers you the greatest power and flexibility. Standard reports let you request reports and labels using preset options.
Printing standard reports is quick and easy. Custom reports, however, you can build to suit your needs and save them. Once these custom reports are set up, you can request them with only three or four keystrokes.
Custom Sales Reports
The Salesperson Address Listing Report prints general information for each salesperson, sorted in salesperson number order. The report includes salesperson names and numbers, telephone numbers, and addresses. You can print this report in either format.
The Salesperson History Analysis Report shows the sales history for each salesperson. This report is sorted in salesperson number order. You can print this report in either format.
Note: You cannot change sorts or limits for either of these reports in the (U) screen.
The Items Sold Restock Report shows items sold for the month. It is sorted by item number. You can print this report in either format.
The Monthly Invoice Register is a listing of all the invoices generated for a specified period of time (up to one month). It shows the gross and net sale amounts for each invoice. This report is sorted by invoice number. You can print this report in either format.
The Monthly Sales Tax Recap Report shows only your total sales tax for each tax district.
The Bell Format Usage Report provides a detailed sales history for each part of a customer's organization. Customers with regions and districts who require usage reports present a special situation for the dealer. This report accommodates these customers by using up to 12 characters from the Name field as the customer's district or department number, ignoring the department number. The remaining characters in the Name field identify the region or sub-department. The report sorts by customer, and information for each customer begins on a new page. The report lists each district and each region within the district. Purchased items list by region. You can print this report through the (U) or the (UR) screen.
The Monthly Sales Tax Report provides tax information for each invoice. This report is sorted by tax district, and by invoice number within each district. Information for each district begins on a new page. You can print this report in either format.
The Monthly Customer Usage Report is a listing of the items a customer has purchased during a specified month. The report is sorted by customer name, customer department, and item number. Information for each customer begins on a new page. Any item that was purchased multiple times during the specified month is listed once for each time it was purchased. An item subtotal appears for each group of like items. You can print this report through the (U) or the (UR) screen.
The Quarterly Customer Usage Report shows the number of items a customer has purchased during a specified quarter. This report provides an alternative for customers who do not require usage reports on a monthly basis. You can also use it to provide a quarterly summation of their purchases to customers who receive the Monthly Customer Usage Report. This report sorts by customer, and information for each customer begins on a new page. You can print this report in either format.
The Monthly Customer Invoice Report is designed for the customer's use rather than the dealer's. It prints an itemized list of each customer's purchases in a given month by invoice, allowing the customer to track monthly purchases. However, it does not show cost or profit margin information. Corporate customers with multiple departments may find this report particularly useful because it provides a quick and easy way to keep track of purchases made by each department. The report sorts by customer name, customer department, and invoice number. Information for each customer begins on a new page. You can print this report in either format.
The Monthly Customer Invoice Recap Report shows the total for each invoice for the month and the total for all invoices for the month for each customer.
The Sold Item Report lets you view and print items you've sold.
Standard Sales Reports
You can print all of the above as standard reports, as well as the following:
The Sales Exception Report, also known as the Margin Report or Bad Margin Report, shows items sold with profit margins that fall outside of a specified range of margins. Unlike most reports, the range you specify for this report is exclusive rather than inclusive. This report sorts by salesperson number and customer account number.
The Monthly Sales Tax Report shows sales tax information for each invoice, which is the exact amount that goes to the state or city in the form of sales taxes. The Combined Districts Report provides information on combined tax districts and lists tax information by district and invoice.
The Sales Analysis Recap Report summarizes sales information on salespersons and order-writers for a specific month. The recap has four parts: sales recap by salesperson, sales recap by department within location, sales recap by order-writer, and sales recap by retail or phone.
The Sales Analysis Full Report shows detailed sales and gross profit information. This report has four parts: analysis by salesperson, company totals by department, departmental recap by location, and departmental recap by contract.
The Tandy Format Usage Report is a consolidated usage report.
The Budgeted Usage Report uses up to 24 months of sales history and budget figures for your customers. If you have customers that need to track not only their purchases, but see how well they are staying within their budgets, this report is the answer. This report lists the customer's monthly expenditures and compares them against their budgeted amounts.
The Uncatalog Names Report is a listing of the uncataloged items that you have sold. It is sorted by item number.
The Customer Sales Comparison by Periods Report lets you compare customer sales between two business periods.
The Item Sales Comparison by Periods Report lists sales and gross profit percentages according to item stock class.
The Customer & Salesman +/- Sales by Period vs. Period Report lists sales figures by comparing two different business periods.
The Period Comparison Sales Report compares sales dollars, sales margins and gross profit percentages for any two business periods you specify.
The Salesperson Commission Analysis Report calculates recommended salesperson commissions for the month-to-date, based on the commission tables set up in the (L3) Commission Table Parameters screen. This report is sorted by salesperson number.
The Salesman Compensation Report shows salesperson compensation for the month-to-date.
The Paid Commissions Report shows salesperson commission on partially or completely paid invoices.
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