Using Items by Customer Report

1. When you first enter the Items by Customer Report, at the Report Date field, enter the appropriate report date or press Enter to accept the current system default date. Regardless of the date entered, all invoices for that month will be included in the totals for that month. Accounting periods must be set up to run this report.

The following message will display: "Report will be for period XX. Continue? No/Yes" where period XX is based on the accounting period for the date entered.

• Select no to enter a new date for a different account period.
• Select yes if this is the correct accounting period.

2. At the Item Mask field, enter 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. for the report.

3. At the (B)ill To or (S)hip To field, enter B (B=customer bill-to ID) to base the report off the bill-to customer assigned to the customer. This will summarize the sales under bill-to customer ID. Enter S (S=customer ship-to ID) and the customer ship-to ID will be used to generate the report. This will give the detail for all customers regardless of bill-to ID.

4. Enter 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. or the customer ID code for the report. You may also 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.

5. A Select An Option window will appear with the following options:

• EXIT – Select EXIT if you do not want the report sorted by sales rep(s). "Not sorted by Sales Rep" will appear in the Sales Rep field.
• ALL SALES REPS – Select ALL SALES REPS to run the report for all sales reps defined in the system.
• A list of sales reps from which to choose from.

Select one, several, or ALL SALES REPS for the report (if applicable) by scrolling to the appropriate sales rep(s) and pressing Enter. An asterisk (*) will display, confirming your selection. Select EXIT to continue.

Note: The sales rep Select An Option window will not appear if a single customer ID code is entered in Step #4.

6. A Select An Option window will appear with the following options:

• EXIT – Select EXIT if you do not want the report sorted by broker. "Not sorted by Broker" will appear in the Broker field.
• ALL BROKERS – Select ALL BROKERS to run the report for all brokers defined in the system.
• A list of brokers from which to choose from. NULL BROKER equals customers without a broker.

Select one, several or ALL BROKERS for the report (if applicable) by scrolling to the appropriate broker(s) and pressing Enter. An asterisk (*) will display, confirming your selection. Select EXIT to continue.

7. At the Totals Only (Y/N) field, enter Y (Y=yes) to show the total by customer only. Enter N (N-no) to include the detail of all items sold to the customer.

8. A Select A Display Option will appear with the following options:

• EXIT – Select EXIT to return to exit and return to the Report Date field
• Prod Dollars – Select Prod Dollars to display the total product sales dollars
• Gross Profit – Select Gross Profit to display gross profit dollars
• Gross Margin % – Select Gross Margin % to display the gross margin percent.
• Pounds – Select Pounds to display the pounds invoiced
• Eaches – Select Eaches to display "eaches" invoiced.

9. The following message will display: Continue with report? Yes/No.

• Select yes to process the report.
• Select no to return to the Report Date field.

10. Command options will appear allowing you to print or choose from a set of other print options.

Use the Available Actions link below for further instructions.

Security Required : Sales - Sales Reports