About the Sales Analysis Recap Report
The Sales Analysis Recap Report summarizes sales information on salespersons and order-writers for a specific month. This report has for parts:
Sales Recap by Salesperson
Sales Recap by Department Within Location
Sales Recap by Order-Writer
Sales Recap by Retail or Phone
Each section of the report analyzes your sales in a different way.
Note: Each part of this report uses different sorts that cannot be changed. There are no default limits for any part of this report.
Sales Recap by Salesperson
The first part of the Sales Analysis Recap summarizes sales activity for each salesperson. It is sorted by salesperson number.
The following information is given for each salesperson:
Salesperson Name and Number
Number of Line Entries
Month-to-Date Totals
Gross Profit Margin Dollars
Gross Profit Percentage
Year-to-Date Gross Profit Percentage
The following totals also print for all of your salespeople:
Number of Line Entries
Total Sales
Gross Profit Margin Dollars
Gross Profit Percentage
Sales Recap by Department Within Location
This part of the Sales Analysis Recap gives monthly departmental sales figures for each location. It is sorted by salesperson number.
Note: To print a recap by department within salesperson, press Enter in the Location field. It includes the same information, except the information is for each salesperson by department.
The following information prints for each salesperson by inventory department:
Total Sales
Gross Profit Margin Dollars
Gross Profit Percentage
Totals for all departments also print.
Sales Recap by Order-taker
This part of the Sales Analysis Recap summarizes sales information for each order-writer. It is sorted by order-writer number.
The following information displays for each order-writer:
Order-Writer Name and Number
Number of Line Entries
Gross Profit Margin Dollars
Total Sales
Gross Profit Percentage
The following totals also print:
Number of Line Entries
Gross Profit Margin Dollars
Total MTD Sales
Gross Profit Percentage
Sales Recap by Retail or Phone
The last part of the Sales Analysis Recap separates sales figures into two groups: retail sales and phone (commercial) sales. The last two digits of the order-taker number differentiate retail sales from phone orders. All invoices with an order-writer number ending with 01 through 50 are reported as retail sales. Invoices with order-writer numbers ending with 51 through 99 are reported as phone sales.
The following information is included for both retail and phone sales:
Total Sales
Gross Profit Margin Dollars
Gross Profit Percentage
The report also shows the totals of all departments and separates the information by location for both retail and phone.
See also:
Printing the Sales Analysis Recap Report (Standard)
Printing the Monthly Sales Tax Recap Report