Customer Order Processing CP0503 Help - Elliott Business Software



Reports

Reports

Sales History Reports

Application Overview

 

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.

 

Run Instructions

 

    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                              

 

 

 

                    

 

 

 

 



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