Using Route Margin Report

1. When you first enter the Route Margin Report function a Select An Option window will appear with the following options:

• EXIT – Select EXIT to exit the Route Margin Report and return to the Ledger menu.
• ALL ROUTES – Select ALL ROUTES to generate the report for ALL ROUTES.
• A list of routes defined in the system.

Scroll to the appropriate selection and press Enter. An asterisk (*) will appear, confirming your selection. Select EXIT to continue.

2. At the Start and End date fields, enter in the beginning and ending invoice dates that should be included on the report. You can enter the same date in both fields to reference one day or enter a range of dates to reference multiple days. You may also press Enter through both fields to accept the current system default date (today's date).

4. At the Customer MaskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB. field, type in the customer code you want, or use a mask for a wild card search. You may also type the starting letter of the customer and press Enter, and a list of the customers in the system will appear to choose from.

5. At the Item MaskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations. field, a Select An Item First Digit window appears. Select the appropriate item first digit that you want, or enter the default "/’ which applies to any first digit item. Continue in this manner for all digits and management groupings that you want.

6. At the Item Type field, a Select An Item Type window will appear with the following options:

• EXIT – Select EXIT to
• ALL – Select ALL to include both product and other-type items.
• Product – Select Product to include product-type items.
• Other – Select Other to include other-type items.

Select the item type to be included on the report. An asterisk (*) will appear confirming your selection. Select EXIT to continue,

7. At the Cost field, a Select A Cost window will appear with the following options:

• EXIT – Select EXIT to exit and return to the Select An Option window.
• Actual Cost – Select Actual Cost to generate the report using actual cost.
• Standard Cost – Select Standard Cost to generate the report using standard cost.

Specify whether you want the report based on Actual Cost or Standard cost. Scroll to the appropriate selection and press Enter.

8. At the Report Type field, a Select A Report Type window will appear with the following options:

• EXIT – Select EXIT to exit and return to the Select An Option window.
• Summary – Select Summary to generate a report displaying route(s) and customer totals.
• Detail with Customer Totals – Select Detail with Customer Totals to generate a report displaying routes, customer(s), and customer breakdowns.
• Detail with no Customer Total – Select Detail with no Customer Total to generate a report displaying item gross margin by route.

Select the type of report you would like to generate.

Note: If the system cannot locate any invoiced orders during the dates specified, the message line displays "No Records Found !!! Press Space Bar."

Note: If you select more than one route to be included on the report, the following message will display: "Page break by Route? No/Yes". Select no to print the report if page breaks are not needed; select yes to print the report with page breaks by route.

9. Command options will appear allowing you to print the Route Margin Report or choose from a set of other print options.

Security Required : System - Profit Margin