Printing Sales Reports

Printing the Sales Analysis Recap Report (Standard)

1. From the Master Menu, double-click . The Reports Menu opens.

2. From the Reports Menu, double-click . The text-based (UR) Sales Reports screen opens.

3. In the (UR) Sales Reports screen, select the [E] Sales Analysis Recap Report code.

4. Type Y in the Report Cost field to include the profit margin and gross profit percentage for each line. Type N to exclude this information.

5. Use the Cost Type field to determine which costs print on the report.

   • Type M to print the manufacturer's cost. This cost is pulled from the Direct Buy/Cost boxes in the Item Master tab. If there is no manufacturer's cost in the Direct Buy/Cost boxes, the cost defaults to the wholesaler's cost. If a manufacturer's record exists for an item but has no cost, the report prints a zero cost.

   • Type W to print the wholesaler's cost. This cost is pulled from the Primary (Whl.)/Cost boxes in the Item Master tab. If there is no wholesaler's cost in these boxes, the cost defaults to the average or actual cost. If a wholesaler's record exists for an item, but has no cost, the report prints a zero cost.

   • Type A to print the average or actual cost. This is pulled from the Purchasing/Cost boxes in the Item Master tab at the time of the order or from a received purchase order. Both of these costs are in the JOUR-SS file.

   • Type P to print the pricing cost. This is pulled from the cost in the JOUR-S file that is assigned to the customer in Order Entry when an item is sold. If the pricing cost does not exist for an item, the cost defaults to the average or actual cost.

6. Set additional limits for the report. Press Enter to print the report without setting limits and go to Step 7.

   • Use the Slsm From and To fields to limit by salesperson number.

   • Use the Cust From and To fields to limit by customer number.

   • Use the Invoice From and To fields to limit by assigned invoice numbers and their extensions. If you specify invoice numbers with no extensions, all invoices with the specified number print.

   • Use the Contract From and To fields to limit by contract number.

   • Use the Dates From and To fields to limit by invoice date.

   • Use the District From and To fields to limit by tax district.

   • Use the Writer From and To fields to limit by order-taker number.

   • Use the I Dept From and To fields to limit by inventory department.

   • Use the Class and To fields to limit by inventory stock class. To show only items on which commissions are paid, press Tab in the Class field and type X in the To field.

7. Press Tab in the Location field to use location 1, or enter another G/L location for which to print the report. Space through this field to include all G/L Locations. Press Enter to pritn a recap by department within salesperson.

8. Enter the name of the printer to use in the Printer field.

Note: You must use wide paper or set your printer for compressed print (17 characters per inch) to print this report. To set your printer for compressed print, change the print setting manually. Refer to your printer manual for instructions.

9. Enter the number of copies to print in the Copies field.

10. Press Tab in the Totals Only field.

11. Enter the sales journal from which to gather information for this report in the File field. Press Tab to accept the default sales journal, JOUR-S. To print this report using information from a previous month’s sales journal, enter the name you gave that file during the month-end procedure.

12. Enter the volume serial of the unit where the file is located in the Volume field. Press Tab to accept the default.

13. The report prints.

See also:

Sales Journal Month-End Procedures

In the (LØ) Screen