Using Sales Analysis

1. At the Customer field, enter the customer ID code of the customer for the report. You may also enter a 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. or enter "//////" to run the report for all customers.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.

2. At the Single Item (Y/N) field, enter Y (Y=yes) to run the report for a single item. Enter N (N=no) to run the report for multiple items via an 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..

3. At the Item field:

• If you answered Y (Y=yes) for the Single Item (Y/N) field, enter in the item group and item ID code for the item you are generating the report for.

If you are uncertain of the item code, see Navigating Net Yield - Selecting a Item Code.

• If you answered N (N=no) for the Single Item (Y/N) field, enter the appropriate 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.. See Entering a Mask for more information.

Note: If the selected item group contains only one item, that item will automatically default into the item field.

4. Enter the beginning and ending invoice dates for the inquiry, or press Enter to accept the default. The default date will be today's date, unless you have just performed a Sales Analysis, in which case it will remember the dates you last specified.

• Beginning Date – The beginning invoice date for the inquiry. The current date will default in this field and can be modified.
• Ending Date – The ending invoice date for the inquiry. The current date will default in this field, which can be edited.

5. The system will process the inquiry request. If no records match your selection criteria, you will be warned.

The following information will display:

• Date – The invoice date
• Inv – The invoice number
• Cust – The customer ID code
• Item – The item code for this sale
• Quantity Ship – The quantity shipped, in pounds. This will display as a 0 for credits that were not added back to inventory, and as a negative for credits that were added back to inventory.
• Prod Price – The price per pound of this item recorded as product revenue. This will display as a negative for credits. It is the total selling price less any cost allocations created by price exceptions for the customer or item.
• Unit Price – The total price per pound of this item. This will display as a negative for credits
• Unit Cost – The cost per pound of this item. This will display as zero if the item has not yet been costed. This will display as a negative for credits.
• Unit Profit – The gross margin per unit. The gross profit will be calculated based on the Margin Calculation Formula setting in Ledger Options.
• % Margin – The gross margin expressed as a percentage of the total price.

Command options will appear, allowing you to print or choose from a set of other print options or view the next page or prior page of information on the screen.

Note: The Unit Profit and % Margin information will be displayed only if the current user has profit margin security privileges. Please refer to the section on User Security for further information on security privileges.

Use the Available Actions link below for further information.

Security Required : Sales - Sales Inquiry