Comparing Monthly or Yearly Customer-Specific Sales

To compare monthly and yearly sales for a specific customer, run the Customer/Price Line Inquiry. While the window name implies that the inquiry is specifically for price lines, you can also review sales for the customer by a variety of other categories as well, such as buy line, commodity code, or product status. You can use the inquiry to compare the customer's buying habits from month to month or year to year. You can also drill-down into the sales or inventory details for the customer, if needed.

To compare sales figures for a specific customer:

From the Reprts > Management Inquiries menu, select Customer/Price Line Inquiry to display the Customer/Price Line Inquiry screen.
In the Br/Tr/All field, enter the codes that identify the branches or territories for which to view sales data. Enter commas between codes. To view data for all branches, enter ALL.
In the Category field, enter one of the following values:

Price Line – Shows sales based on the price line of the products sold.
Buy Line – Shows sales based on the buy line of the products sold.
Sell Group – Shows sales based on the pricing rules set for the products sold.
Commodity Code – Shows sales based on the material type or commodity classification.
Select Code – Shows sales based on a user-defined product selection code.
Sales Type – Shows sales based on the category of product, such as electrical or plumbing.
Product Status – Shows sales based on the inventory status of the products, such as stock, nonstock, miscellaneous charge, or lot item.
Ship Via – Shows sales based on the method used to transport the items to the customer.
Sales Source – Shows sales by the location or origination point of the sale, for example, inside sales, counter sales, or showroom sales.

In the Customer field, enter the name of the customer whose sales statistics you want to review.
In the As Of Date field, enter the date as of which to view sales information. The default is today's date.
With the cursor in the As Of Date field, press Enter to display sales information based on your selection criteria.
Review the following information, as needed:

Note: The inquiry shows all sales less returns. To view only a certain type of sales, such as Net Direct, use the Sales Type hot key.

Column	Description
<Category>	The values associated with the category selected in the Category field. The system sorts the report in ascending order by this column. To sort by a different column, use the Sort hot key. Note: In most cases, the column name reflects only the second word in the category, such as Line to represent the price line or buy line. The only exception is the ship via, which displays as Ship Via.
MTD$	Shows the sales generated for the month specified in the As Of Date field.
<MTD GP%>	Shows the percentage of the sales dollars your company received as profit for the month specified in the As Of Date field.
LYMTD$	Shows the sales generated for the month specified in the As Of Date field, but in the previous year.
<LYMTD GP%>	Shows the percentage of the sales dollars your company received as profit for the month specified in the As Of Date field, but in the previous year.
Diff%	The percentage of increase or decrease in sales between the month you entered in the As Of Date field and the same month in the previous year.
YTD$	Shows the sales generated for the year specified in the As Of Date field.
<YTD GP%>	Shows the percentage of the sales dollars your company received as profit for the year specified in the As Of Date field.
LYTD$	Shows the sales generated for the year preceding the year specified in the As Of Date field.
<LYTD GP%>	Shows the percentage of the sales dollars your company received as profit for the year preceding the year specified in the As Of Date field.
Diff%	The percentage of increase or decrease in sales between the year you entered in the Date field and the previous year.

When you have finished viewing information, press Esc to exit the screen.

More Options for Working With Sales Information

The Customer/Price Line Inquiry screen also offers these options:

To...	Use this hot key...
view the results for a different date	As Of Date At the Enter new date prompt, enter the numerical two-digit month and two-digit year and press Enter to update the screen.
change the type of sales data that displays	Sales Type The Sales Type selection list displays. Select one of the following values to determine the type of sales data to view: All – Shows stock and direct sales before taxes, less any item returns. Note: Because miscellaneous charge items have no cost associated with them, they tend to artificially distort the profit margin upward. For this reason, they are excluded from the calculations. Net Stock&Direct – Shows sales after taxes for all stock and direct orders. Stock&Direct Sales – Shows sales before taxes for all stock and direct orders. Stock Sales – Shows sales before taxes for orders shipped from your inventory to the customer. Direct Sales – Shows sales before taxes for orders shipped from the vendor's inventory to the customer. Misc Sales – Shows sales before taxes for miscellaneous charges such as restocking fees or labor charges. Stock&Direct Returns – Shows negative dollar amounts for returned stock and direct items. Stock Returns – Shows negative dollar amounts for items returned by the customer to your inventory. Direct Returns – Shows negative dollar amounts for items returned by the customer to the vendor's inventory. Misc Returns – Shows negative dollar amounts for miscellaneous charges credited to the customer. Net Stock – Shows sales after taxes for orders shipped from your inventory to the customer. Net Direct – Shows sales after taxes for orders shipped from the vendor's inventory to the customer. Net Misc – Shows sales after taxes for miscellaneous charges such as restocking fees or labor charges.
view the sales history for the selected customer	Detail Select Sales History by Customer from the list to display the Sales History Summary by Customer screen.
view the inventory history for the selected customer	Detail Select Customer Inventory History Ledger from the list to display the Customer Inventory History Ledger screen.
sort the inquiry by a different column	Sort The Sort By selection list displays. Select a value to display the data by that value. Alphanumeric values sort alphabetically from A to Z, whereas numeric values sort from highest amount to lowest. Values vary based on the value entered in the Category field.
change the sales category	Category The Category selection list displays. Select a value and press Enter to update the screen.