| Purpose & Benefits |
|---|
| This function gives you detailed analysis of Sales of products and services in ways not available in TAS. In particular, for any one customer, you can analyse sales to the Delivery Addresses that have been set up for that customer – ideal if you deliver to multiple branches or depots for the same customer. It uses an industry standard reporting tool which enables you to use customisable report layout Templates that can easily be tailored to suit individual business needs, and which gives you many export options to other file formats (CSV, spreadsheet etc) to email or directly to another application (Excel, Word etc). |
The options and procedures for this report are very similar to those for the Sales Gap Analysis report, except for the filters relating to Gap Analysis.
NOTE : Please run Assign Stock Movements (program 522) BEFORE running this report to ensure the report figures are accurate
The General Sales Analysis filter selection form is initially set with default information from Maintain Central Information. There are up to 13 filters as shown above. The way in which you make selections in each of these sections is crucial to the nature of the analysis results, and each filter is described in the following table.
Filters
Decide which filters you want to apply to your report.
| # | Filter Field | Options | Remarks/Notes |
|---|---|---|---|
| 1 | Customer Code | – All – Range – Single | If you select Single or Range, complete the From and To fields as required |
| 2 | Customer Group | – All – Range – Single | If you select Single or Range, complete the From and To fields as required |
| 3 | Product Code | – All – Range – Single | If you select Single or Range, complete the From and To fields as required |
| 4 | Product Group | – All – Range – Single | If you select Single or Range, complete the From and To fields as required |
| 5 | Date Range – Year | – Current – 1 Year Past etc – Custom | Either one of the 5 ‘standard’ years or, if you want specific dates to cover part-months or a period spanning one or more financial year-ends, select ‘Custom’ |
| 6 | Date Range – Period | Range: From 1, To 12/13 | Not available if you select ‘Custom’ Year |
| 7 | Date Range – Dates | Any dates | Only available if you select ‘Custom’ Year. See Tip and screenshot below |
| 8 | Salesperson | – All – Range – Single | If you select Single or Range, complete the From and To fields as requiredDefault is All. |
| 9 | Customers Delivery Address Code | – All – Range – Single | Only available if you select ‘Single’ Customer above. If you select Single or Range, complete the From and To fields as required. See Tip and screenshot below |
| 10 | Include Discontinued Products | – Yes – No | Products which have been flagged as discontinued |
| 11 | Goods/Service | – Goods Only – Services Only – Include Both | Default is ‘Include Both’ |
| 12 | Include Inactive Customers | – Yes – No | Default is ‘No’ |
| 13 | Include Text Lines | – Yes – No | Include order/invoice text lines.Default is ‘No’ |
| 14 | Warehouse Code | – All – Range – Single | See orders fulfilled per warehouse |
| 15 | Invoice Address Postcode | – All – Range – Single | Useful if you wish to report on sales to particular postcode areas |
| 16 | Include Balance B/F | – Yes – No | |
| 17 | Include Open Sales Orders | – Yes – No | Include products on Sales Orders |
Tip: Delivery Code Range
This section is enabled if the Single Customer option above is selected. Note that the default From value is ‘[Blank]’ because, even though the Customer may have one or more Delivery Codes set up, there may be Invoices where no Delivery Code was specified when the Sales Order was entered.
You can select which Template to use from the drop-down menu; remember you can add one or more extra templates using the Document Templates function in the Central > Central Information menu. Having completed your selections, simply click the Process button to run the report.
The report is displayed for you to preview, as in the sample below.
In many Sales report templates you can select an item, as above in red, and double-click it for a drill-down to enquire about the underlying details:
6.3.1 Reports Summary contains a summary of the 7 different report templates available.