Reports
There are six Sales History Reports. They are the Sales
Comparison by Customer; Sales Comparison by Customer and Product; Sales
Comparison by Product and Customer; Sales Comparison by Product Category and
Product; Sales Comparison by Salesman, Customer and Product; and Sales
Comparison by Ship-To, Customer and Product.
The reports present Sales History Data from a variety of
perspectives and enable you to determine the profitability of customers, items,
product categories and salespeople, as well as combinations of these factors.
You can determine, for instance, the customers whose sales provide you the
greatest margin or the items that are most and least profitable. These reports
can assist you in devising marketing strategies and in making a variety of
other management decisions.
COP Main Menu Ò Reports Ò Sales History
Sales History Reports Entry
Screen
The following options are
available:
* Select the desired mode from
the Sales History Reports menu bar
* A menu will appear allowing
you to select one of these options:
- Sales Comparison by
Customer
- Sales Comparison by
Customer and Product
- Sales Comparison by
Product and Customer
- Sales Comparison by
Product Category and Product
- Sales Comparison by
Salesman, Customer and Product
- Sales Comparison by
Ship-To, Customer, and Product
* Select the report that you
want to print.
* A parameters entry screen
will appear asking for the necessary range information for your report. An
explanation of each of these range entry fields is presented below.
* After the report is printed,
it will return to the parameter entry screen for the entry of another range.
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
Sales Comparison By Customer
|
Name
|
Type
and Description
|
|
1. Starting Customer
|
6 alphanumeric characters.
Enter the starting customer number of the range you
wish to print out.
Press the F7 key to search by
customer number or press the F8 key to search by customer name.
Defaults to All.
|
|
2. Ending Customer
|
6 alphanumeric characters.
Enter the ending
customer number of the range you wish to print out.
|
|
Ending Customer (continued)
|
Press the F7
key to search by customer number or press the F8 key to search by
customer name.
Defaults to the
starting customer number entry.
|
|
3. Exclude Zero Activity ?
|
Y or N.
Enter Y
to show only active customers. Defaults to N.
|
Sales Comparison By Customer And Product
|
Name
|
Type
and Description
|
|
1. Starting Customer
|
6 alphanumeric characters.
Enter the starting customer number you wish to print.
Press the F7 key to search by customer number or press
the F8 key to search by customer name.
Defaults to All.
|
|
2. Ending Customer
|
6 alphanumeric characters.
Enter the ending customer number of the above range.
Press the F7 key to search by customer number or press
the F8 key to search by customer name.
Defaults to the starting
customer number.
|
|
3. Starting Item
|
15 alphanumeric characters.
Enter the starting item number of the range you wish to
print out.
Press the F7 key to search by item number or press the
F8 key to search by item description.
Defaults to All.
|
|
4. Ending Item
|
15 alphanumeric characters.
Enter the ending item number of the above range.
Press the F7 key to search by item number or pres the
F8 key to search by item description.
Defaults to the starting
item number.
|
|
5. Exclude Zero Activity ?
|
Y or N.
Enter Y to show only active
transactions. Defaults to N.
|
Sales Comparison By Product And Customer
|
Name
|
Type
and Description
|
|
1. Starting Item
|
15 alphanumeric characters.
Enter the starting item number of the range you wish to
print out.
Press the F7 key to search by item number or press the
F8 key to search by item description.
Defaults to All.
|
|
2. Ending Item
|
15 alphanumeric characters.
Enter the ending item number of the above range.
Press the F7 key to search by item number or press the
F8 key to search by item description.
Defaults to the starting
item number.
|
|
3. Starting Customer
|
6 alphanumeric characters.
Enter the starting customer
number you wish to print.
|
|
Starting Customer (continued)
|
Press the F7 key to search
by customer number or press the F8 key to search by customer name.
Defaults to All.
|
|
4. Ending Customer
|
6 alphanumeric characters.
Enter the ending customer number of the above range.
Press the F7 key to search by customer number or press
the F8 key to search by customer name.
Defaults to the starting
customer number.
|
|
5. Exclude Zero Activity ?
|
Y or N.
Enter Y to show only active
transactions. Defaults to N.
|
Sales Comparison By Product Category And
Product
|
Name
|
Type
and Description
|
|
1. Starting Category
|
3 alphanumeric characters.
Enter the starting product category of the range you
wish to print out.
Press the F7 key to search for product category codes.
Defaults to All.
|
|
2. Ending Category
|
3 alphanumeric characters.
Enter the ending product category.
Press the F7 key to search for product category codes.
Defaults to the starting
product category.
|
|
3. Starting Item
|
15 alphanumeric characters.
Enter the starting item
number of the range you wish to print out.
|
|
Starting Item (continued)
|
Press the F7 key to search
by item number or press the F8 key to search by item description.
Defaults to All.
|
|
4. Ending Item
|
15 alphanumeric characters.
Enter the ending item number of the above range.
Press the F7 key to search by item number or press the
F8 key to search by item description.
Defaults to the starting
item number.
|
|
5. Exclude Zero Activity ?
|
Y or N.
Enter Y to show only active
transactions. Defaults to N.
|
Sales Comparison By Salesman, Customer And
Product
|
Name
|
Type
and Description
|
|
1. Starting Salesman
|
3 alphanumeric characters.
Enter the starting salesperson number for the range you
want to print out.
Press the F7 key to search by salesman number.
Defaults to All.
|
|
2. Ending Salesman
|
3 alphanumeric characters.
Enter the ending salesperson number for the above
range.
Press the F7 key to search by salesman number.
Defaults to the starting
salesperson number.
|
|
3. Starting Customer
|
6 alphanumeric characters.
|
|
Starting Customer (continued)
|
Enter the starting customer
number of the range you want to print out.
Press the F7 key to search by customer number or press
the F8 key to search by customer name.
Defaults to All.
|
|
4. Ending Customer
|
6 alphanumeric characters.
Enter the ending customer number of the range you wish
to print out.
Press the F7 key to search by customer number or press
the F8 key to search by customer name.
Defaults to the starting
customer number.
|
|
5. Starting Item
|
15 alphanumeric characters.
Enter the starting item number of the range you wish to
print out.
Press the F7 key to search by item number or press the
F8 key to search by item description.
Defaults to All.
|
|
6. Ending Item
|
15 alphanumeric characters.
Enter the ending item number of the above range.
Press the F7 key to search by item number or press the
F8 key to search by item description.
Defaults to the starting
item number.
|
|
7. Exclude Zero Activity ?
|
Y or N.
Enter Y to show only active
transactions. Defaults to N.
|
Sales Comparison By Ship-To, Customer And
Product
|
Name
|
Type
and Description
|
|
1. Starting Ship-To
|
4 alphanumeric characters.
Enter the starting ship-to
number for the range you want to print out. Defaults to All.
|
|
2. Ending Ship-To
|
4 alphanumeric characters.
Enter the ending ship-to
number for the above range. Defaults to the starting ship-to number.
|
|
3. Starting Customer
|
6 alphanumeric characters.
Enter the starting number you wish to print.
Press the F7 key to search by customer number or press
the F8 key to search by customer name.
Defaults to All.
|
|
4. Ending Customer
|
6 alphanumeric characters.
Enter the ending customer number of the above range.
Press the F7 key to search by customer number or press
the F8 key to search by customer name.
Defaults to the starting
customer number.
|
|
5. Starting Item
|
15 alphanumeric characters.
Enter the starting item number of the range you wish to
print out.
Press the F7 key to search by item number or press the
F8 key to search by item description.
Defaults to All.
|
|
6. Ending Item
|
15 alphanumeric characters.
Enter the ending item number
of the above range.
|
|
Ending Item (continued)
|
Press the F7 key to search
by item number or press the F8 key to search by item description.
Defaults to the starting
item number.
|
|
7. Exclude Zero Activity
|
Y or N.
Enter Y to show only active
transactions. Defaults to N.
|
Sales History By Customer
Screens
Sales Comparison By Customer
and Product
Sales Comparison By Product
and Customer
Screens
Sales Comparison By Product
Category and Product
Sales Comparison By
Salesman, Customer And Product
Sales Comparison By Ship-To,
Customer and Product
REPORTS
