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Sales Analysis Report

Sales Analysis Report

Application Overview

 

There are six Sales Analysis reports, which you can obtain. They are the Sales Analysis by Customer Report, Sales Analysis by Customer Type, Sales Analysis by Sales Volume Report, Sales Analysis by Salesman Report, Sales Analysis by State Report and the Sales Analysis by Terri­tory Report.

 

Each of these reports draws the information it prints from the Customer file, except the Sales Analysis by Salesman Report, which takes its information from the Salesman file. The Sales PTD and YTD and Cost PTD and YTD fields from the Customer file and the Salesman file are used to report the sales figures for each customer, customer type, salesperson, etc., along with profit and percent of total profit figures.

 

Run Instructions

 

Select Sales Analysis Reports from the pull down A/R Reports window.  The following screen will then be displayed:

 

 

 

Sales Analysis Reports Entry Screen

 

 

 

 The following options are available:

 

            *           Print to screen, the following analysis reports:

            *           By customer, by customer type, by sales volume, by salesman, by state, by territory

            *           Cost, sales and percentages are displayed

 

To return to the menu bar, press the ESC or F10 key.  To leave this application, press X for EXIT when positioned at the menu bar.

 


Entry Field Descriptions

 

By Customer Number

 

Name

Type and Description

1. Starting Customer No

6 alphanumeric characters.

 

Enter a beginning customer number in the range that you want to print. If you press RETURN for this entry, it will default to All, and all customers on file will be printed.

2. Ending Customer No

6 alphanumeric characters.

 

Enter the ending customer number in the range that you want to print.

 

By Customer Type

 

Name

Type and Description

1. Starting Customer Type

 5 alphanumeric characters.

 

Enter a beginning customer type in the range that you want to print.  If you press RETURN for this entry, it will default to All, and all customer types on file will be printed.

2. Ending Customer Type

5 alphanumeric characters.

 

Enter the ending customer number in the range that you want to print.

3. Do You Want To Print Each      Type On A Separate Page ?

Y or N.

 

If you enter Y each customer type specified in the previous field will be printed on a separate page.  If you enter N each customer type specified in the previous field will be printed on the same page.

 

This field defaults to N.

 

Sales Analysis by Sales Volume

 

Name

Type and Description

1.  Period‑To‑Date Or

    Year‑To‑Date ?

1 alphanumeric character.

 

Enter either a P (Period‑to‑Date) or Y (Year‑to‑Date).  The Sales Analysis Report by sales volume is printed in order from the customer with the highest sales volume to the customer with the lowest sales volume.  Your entry here will determine whether the report uses the PTD or the YTD sales volume figures when it places the customers in order for printing.

 

Default to P.

2.  Sales Volume Cut‑Off Level

8 numeric digits (99,999,999).

 

Enter the sales volume cut‑off amount.  Any customer with a sales volume below the amount you enter here will not appear on the report.  If you press RETURN, it will default to All customers.

3.  No of Customers to Print

4 numeric digits (9,999).

 

Enter the number of customers to appear on the report.  For example, if you enter 50 here, the report will print only the 50 customers with the largest sales volumes.

 

If you press RETURN, it will default to All customers.

 
 
By Salesman

 

Name

Type and Description

1. Starting Salesman No

3 alphanumeric characters.

 

Enter a beginning salesman number in the range that you want to print.   If you press RETURN for this entry, it will default to All, and all salesmen on file will be printed.

2. Ending Salesman No

3 alphanumeric characters.

 

Enter the ending salesman number in the range that you want to print.

 

By State

 

Name

Type and Description

1. Starting State

2 alphanumeric characters.

 

Enter a beginning state in the range that you want to print.  If you press RETURN for this entry, it will default to All, and all states on file will be printed.

2. Ending State

2 alphanumeric characters.

 

Enter the ending state in the range that you want to print.

3. Do You Want To Print Each      State On A Separate Page ?

Y or N.

 

If you enter Y each state specified in the previous field will be printed on a separate page.  If you enter N each state specified in the previous field will be printed on the same page.

 

This field defaults to N.


By Territory

 

Name

Type and Description

1. Starting Territory

2 alphanumeric characters.

 

Enter a beginning territory range that you want to print.   If you press RETURN for this entry, it will default to All, and all territories on file will be printed.

2. Ending Territory

2 alphanumeric characters.

 

Enter the ending territory in the range that you want to print.

Do You Want To Print Each Territory On A Separate

Page ?

Y or N.

 

If you enter Y each territory specified in the previous field will be printed on a separate page.  If you enter N each territory specified in the previous field will be printed on the same page.

 

This field defaults to N.

 

 

 

 


 

Sales Analysis Report By Customer Number

 

 

 

 

 

 

Sales Analysis Report By Customer Type

 

 

 

 


 

Sales Analysis Reports In Sales Volume Order

 

 

 

 

           

 

Sales Analysis Reports By Salesman Number

 

 

 


 

Sales Analysis Reports By State

 

 

 

 

 

 

Sales Analysis Reports By Territory

 



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