Table of Contents – Sales Analysis
Sales Analysis
Introduction
317
Sales Analysis
317
Sales Analysis – Est. Progress Billing
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Sales Analysis
Introduction:
In the Sales Analysis menu, you will find a couple of modules relating to the management of Sales
Analysis information. Please be aware that no information will report to these modules until a job
is invoiced in the system. Thereafter, the user will be able to print sales reports on a range of items
including product types, yarn types, customers, and vendors. The information produced from the
Sales Analysis module will prove invaluable to the user and can significantly improve the
profitability and long-term success of a floor covering operation.
Procedure:
From the Master Menu, arrow down to Sales Analysis and hit enter. The Sales Analysis menu will
appear as follows:
Items 1 & 2 are modules that can be accessed from this menu—they will be explained in the order
they appear in this menu. Item #3 will allow you to switch to another branch if applicable. Click
on the Exit option or hit the Esc key to return to the Master Menu.
Sales Analysis:
This module is fast, simple to use and very flexible. You will have the option to analyze up to four
different analysis criteria at once. For example, you can get analysis for a particular salesperson, on
a particular product, for a particular color, in a particular Ship To code—there are 17 different
analysis criteria on which you can get sales analysis data creating potentially hundreds of different
reports. You also can “Rank” the data by Sales, Profit or Margin within a specific date range.
When you enter the Sales Analysis program, the system will place the cursor in a Select Option box
as follows:
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From the Select Option box you can hit enter on each “Report Selection” level to customize the
analysis criteria on the sales data you wish to view or print. Through each of the Report Selection
options, you can program a different type of analysis criteria. It is not necessary to program all four
levels to produce analysis data, you can program only one or two if you choose. When you hit enter
on one of the “Report Selection” options the following selection box will pop up:
Position the cursor on the level of sales analysis criteria you wish to receive data on and hit enter. It
is important to note here that if you wish to exclude labor from the sales analysis data, you
should select the “Material Only” option as your first Report Selection option. The exception to
this is that if you use “Report Selection 1” for Branch, you can then use “Report Selection 2” for
Material Only. When you do select an option, the system will place the cursor at the applicable
Selection field as follows:
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In the example above, the analysis criteria selected was “Customer ID,” so the system prompts you
to enter a specific Customer ID or hit enter to leave the field blank and include all Customers. On
each analysis criteria you will have the option to enter a specific criteria or hit enter to include all
criteria in that option for analysis, such as one product or all products, one Vendor or all Vendors,
etc. (Special Note: the ability to view Private Label styles that have been created in different
Branches has been added to this module. This corresponds to the Private Label By Branch feature
that was explained above in the Inventory Control section of this manual.) Once you have made
your analysis criteria selections, from the first Select Option menu you should then enter a date
range for the sales data by choosing the Change Date Range option. When you hit enter on that
option, the system will place the cursor at the “Sales Beginning” field—type in the beginning date
using two digits for the month, two for the day, and four for the year. The cursor will then
automatically move to the “Ending” field and default to the current date. You can enter to accept
or type in a new ending date. The Rank By option will allow you to sort the selected sales data in
order of Sales, Profit, Margin or Quantity (the Qty amount is reflective of sale quantity, not work
quantity). You do not have to use this option but it can be a very valuable management tool—if you
do not select a “Rank By” option, the sales data will be sorted in alphanumeric order. When you
enter this option from the Select Option box, the system will place the cursor at the “Rank By” field
below the “Selection” fields on the screen. Type an “S” in this field if you wish to rank by Sales
totals; type a “P” to rank by Profit; or type an “M” to rank by Margin. The remaining option in the
Select Option box appears as follows: Branch (or, if Region Reporting is enabled in System
Control it will appear as Branch/Region). When you hit enter on this option, the system will place
the cursor in the Branch field and you can hit enter to include All Branches. If Region Reporting is
enabled the cursor will then move to the Region field and you can hit enter for All Regions. This
will then place these options in the “Report Selection 1” screen. If you select Region in “Report
Selection 1” the system will then prompt Branch in the “Report Selection 2” screen.
Once you have made all your selections, you are ready to use the Print Report option. When you
hit enter on this option, the system will display a new screen that shows the totals of the first
analysis criteria you selected as such (example below is ranking all Customers by Sales volume):
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For each line in this box, you can hit enter and the system will display the next level of detail if you
entered a second level of analysis criteria. For example, if you selected Salesperson ID and Job
Type as two options, if you hit enter on the first line, it would display the Job Type totals that make
up the totals of that line as follows:
If you entered a third and fourth level of analysis criteria, you will be able to hit enter again on one
of the lines in the second display and get an analysis breakdown based on that criteria and so on for
the next item. To go back to the previous level, type a “U” for Up Level. To get a total of any of
the levels, type a “T” for Totals. To print out what you are looking at on any of the screens, type a
“P” for Print. The system will then prompt the following: Enter Number of Lines to Print (0 –
All). You can print a limited number of lines on each report rather than printing the entire report. If
any number besides “0” is entered at this prompt, the report will print only that number of lines.
The same option applies to Branch or Region reporting. No totals will appear where a number of
lines has been selected. Please Note: Any jobs that are Progress Billed will display a Sale Amount
but will not contain a Cost Amount or Sale Quantity. As a result, the Profit will equal the Sale
Amount and the Margin will reflect 100%. To get estimated sales analysis on Progress Billing
Invoices, see the second module in this menu explained below. All of the reports that can be
generated from this module can also be exported to Excel if your system has that added
functionality. There is a User Control that determines who can print to Excel. Please Note: when a
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report is exported to Excel, the data will not automatically total. You will need to use Excel
formula functionality to create totals.
Sales Analysis – Est. Progress Billing:
This module is strictly for use on Progress Billed Invoices that have been generated through the
Progress Billing Invoicing feature in the Sales Processing Reports Menu 1 of 2. With the major
changes to the Progress Billing Invoicing feature, you can view estimated cost and margin data on
each Progress Billed Invoice. When you enter this module it will look and work the same as the
Sales Analysis module but the list of Report Selections will be much shorter and appear as follows:
From the “Report Selection” options you can create various sales analysis reports on your Progress
Billed Invoices as you need them.