SALES ANALYSIS

 

SALES ANALYSIS FM

Edit/Inquiry screen that is updated automatically from the Shipping & Billing module.  Shows individual invoice line item information such as part#, quantity, sell price, cost, and margin.

 

SALES ANALYSIS CHANGE LOG

Log keeps track of any changes made in the Sales Analysis FM screen.

 

DETAIL SALES ANALYSIS REPORT

Sales report that shows customer, invoice, part#, quantity, price, cost, and margin.  Report can be printed by customer/part, part/customer, customer/cost breakdown, or part/cost breakdown.  Selection options include customer, part, and invoice date range.  The report can be printed in detail or summary version.

 

COMPARATIVE SALES REPORT

Listing that compares the month-to-date and year-to-date sales for the selected month/year to the prior month/year.  The report can be printed by customer only, part# only, or customer/part#.  A useful report for comparing sales on jobs during like time periods.

 

MONTHLY SUMMARY SALES REPORT

Summary sales report that shows customer/part and monthly totals for quantity, price, cost and margin.  Selection options include customer, part, and starting invoice date.

 

SALES ANALYSIS PURGE

Removes data from the Sales Analysis files.