Comparing Yearly Sales by Price Line

To view the sales and gross profit generated during the year for a specific price line and compare the sales performance with other years, run the Price Line Sales Inquiry. This inquiry shows you a month-by-month picture of how much revenue you brought in, and tells you what your gross profit percentage was. In addition, you can determine how much more or less you made this year as opposed to the previous year.

To compare this year's with last year's sales for a specific price line:

From the Reprts > Management Inquiries menu, select Price Line Sales Inquiry to display the Price Line Sales Inquiry screen.
In the Br/Tr/All field, enter the codes that identify the branches or territories for which to view sales and gross profit data. Enter commas between codes. To view data for all branches, enter ALL.
In the Price Line field, enter the price line for which to view sales data.

Note: Price lines are defined in the Price Line Maintenance window and assigned to products in Product Maintenance.

With the cursor in the Price Line field, press Enter to display sales and profit data based on your selection criteria.
Review the following information for each month, as needed:

Column	Description
Month	The month in which the sales activity occurred.
Year <last year>	Shows the sales generated for the year preceding the current year. For example, if the current year is 2007, this column displays sales generated during 2006.
GP%	Shows the percentage of the sales dollars your company received as profit for the year preceding the current year.
Year <current year>	Shows the sales generated for the current year.
GP%	Shows the percentage of the sales dollars your company received as profit for the current year.
% Diff	The percentage of increase or decrease in sales dollars between the previous year and the current year.

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

More Options for Reviewing Sales Information

The Price Line Sales Inquiry window also offers these options:

To...	Select this menu option...
view sales generated during an earlier year	< (Change Year)
return to the current year information after viewing sales for an earlier year	> (Change Year)
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 and profit 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. Stock&Direct Sales – Shows sales and profit before taxes for all stock and direct orders. Stock Sales – Shows sales and profit before taxes for orders shipped from your inventory to the customer. Direct Sales – Shows sales and profit before taxes for orders shipped from the vendor's inventory to the customer. Misc Sales – Shows sales and profit 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 and profit after taxes for orders shipped from your inventory to the customer. Net Direct – Shows sales and profit after taxes for orders shipped from the vendor's inventory to the customer. Net Misc – Shows sales and profit after taxes for miscellaneous charges such as restocking fees or labor charges.