Using Product Sales History

Use Product Sales History to compare a product's transaction history at one branch. The utility displays a month-to-month comparison for two consecutive years of the product's transactions.

You can view a product's history for sales orders, purchase orders, transfers, work orders, or rentals depending on the location from which you access the utility and the information you select to view.

There are two types of Product Sales History utilities within the system:

Detail Product Sales History – Compares both the quantities and dollar amounts associated with a product's transactions.
Summary Product Sales History – Compares the quantities associated with the product's transactions.

To use the detailed Product Sales History screen:

Position your cursor on a product and use a version of the Sales History hot key located on a parent screen to display the detailed Product Sales History screen.

Note: The screen name changes based on the information being reviewed.

The system populates the following fields with the selected product's information from the parent screen:

Field	Description
Br#	Branch for which you are viewing the product's history.
Desc	Product for which you are viewing history.
UM	Unit of measure for which you are viewing the product's history. The unit of measure that displays matches the selected transaction. For example: Selecting Sales Quantities displays the default unit of measure for sales orders.

Use the Mode hot key to select one of the following types of transaction quantities or dollar amounts to view.

Mode	Description
Sales Quantities	Product's sales quantity history. Note: The Include All Location Types In Product Sales History control maintenance record determines whether all product location types display.
Purchase Quantities	Product's purchase quantity history.
Transfer Quantities	Product's transfer quantity history.
Work Order Quantities	Product's work order quantity history.
Rental Quantities	Product's rental quantity history.
Sales Dollars	Product's sales dollar history. The system also displays gross profit percent. Note: The Include All Location Types In Product Sales History control maintenance record determines whether all product location types display.
Purchase Dollars	Product's purchase dollar history. Note: You must have the COST.VIEW and COGS.VIEW authorization keys to access the Purchase Dollars option.
Transfer Dollars	Product's transfer dollar history. Note: You must have the COST.VIEW and COGS.VIEW authorization keys to access the Transfer Dollars option.
Work Order Dollars	Product's work order dollar history.
Rental Dollars	Product's rental dollar history.

Review the following information:

Column/Field	Description
Month	Each month of the year for the comparisons.
Year 1	First year's quantity or dollar amount being compared.
GP% 1	For dollar comparison's, first year's gross profit percentages being compared.
Year 2	Second year's quantity or dollar amount being compared.
GP% 2	For dollar comparison's, second year's gross profit percentages being compared.
Diff%	Percentage difference between the two years.
YTD	Year to date totals for each column.

Note: Use the < Change Year > hot keys to display to the previous or next year, respectively.

Press Esc to exit screen.

To use the summary Product Sales History screen:

Position your cursor on a product and use a version of the Sales History hot key located on a parent screen to display the summary Product Sales History screen.

Note: You can use the Sales Hist On hot key to display the screen for each product as you scroll through the list.

The system populates the following fields with the selected product's information from the parent screen:

Field	Description
Br#	Branch for which you are viewing the product's history.
Desc	Product for which you are viewing history.

Review the following information:

Column/Field	Description
Months	Each month of the previous and current year for the comparisons.
LY	Previous year's quantities.
TY	Current year's quantities.
Last Purch Date	Most recent date product was purchased.
Last Purch Qty	Most recent amount in which the product was purchased.
UM	Unit of measure in which the product was last purchased.

Press Esc to exit the screen.