Sales Report Concepts

The Sales Analysis Full Report shows detailed sales and gross profit information. This report has four parts:

Note: Each part of this report is sorted differently. Sorts for this report cannot be changed. There are no default limits for any part of this report.

 

Analysis by Salesperson

This part of the Full Sales Analysis is sorted by salesperson. Information for each salesperson begins on a new page and includes the following:

The report also lists each customer to whom the salesperson has sold, as well as the details for each sale the salesperson made to the customer. Then, the monthly totals for the salesperson display. The figures to the right of these totals reflect all sales made to this customer. These all come from the C-AUX file, and are:

Note: On this report, item departments are listed by the general ledger minor account number to which they correspond. For example, department A is listed as 11, B is listed as 12, and so forth. For more information, see About Item Departments.

This report breaks down each salesperson's sales for the month by item department. To the right of these departmental figures, the salesperson's totals for this month and the year-to-date print. These come from the S-HISTORY file and include:

 

Company Totals by Department

This part of the Full Sales Analysis Report gives departmental sales totals for the company and lists the following information for each item department:

To the right of these departmental figures, the salesperson's totals for this month and the year-to-date print. These come from the S-HISTORY file and include:

 

Departmental Recap by Location

This part of the Full Sales Analysis Report gives departmental sales information for each salesperson at a given location and for the entire location.

 

The report lists salespersons for each location and breaks down total sales for each salesperson by department. It also displays the following information for each department:

Monthly and year-to-date totals for each salesperson print to the right of the departmental information. They include sales, gross profit margin dollars, and gross profit percentage. The salesperson’s year-to-date totals come from the S-HISTORY file; they can be viewed in the Salesperson Master tab.

 

The report displays sales figures for the entire location by department. They include the following:

To the right of these departmental figures, the location’s totals for this month and for the year-to-date print. They include sales, gross profit margin dollars, and gross profit percentage. The location’s year-to-date totals come from the S-HISTORY file. Departmental sales figures for the entire company then print. For each department, they include sales, gross profit margin dollars, cost, gross profit percentage, and the percentage of the location’s gross profits that the department represents.

 

To the right of these departmental figures, company totals for this month and for the year-to-date print. They include sales, gross profit margin dollars, and gross profit percentage. The company’s year-to-date totals come from the S-HISTORY file.

 

Note:  To print salesperson totals by department, press Enter in the Location field in the print lines.

 

Departmental Recap by Contract

This part of the Full Sales Analysis Report gives departmental sales information by contract. Monthly sales activity for each contract is broken down by item department. For each department, the following information prints:

Monthly and year-to-date totals for each contract print to the right of the departmental information. They include sales, gross profit margin dollars, and gross profit percentage. The contract’s year-to-date totals come from the S-HISTORY file. Departmental sales figures for the entire company then print. For each department, they include sales, gross profit margin dollars, cost, gross profit percentage, and the percentage of the location’s gross profits that the department represents.

 

To the right of these departmental figures, company totals for the current month and for the year-to-date print. They include sales, gross profit margin dollars, and gross profit percentage. The default sort is by salesperson, customer, and invoice within customer. The company’s year-to-date totals come from the S-HISTORY file.

 

See also:

Printing the Sales Analysis Full Report (Standard)