Running the Comparative GMROI Report

Use the Comparative GMROI Report to compare your company's GMROI (Gross Margin Return On Investment) data for two time periods. GMROI is a calculated number that represents the percent you will have at the end of one full year for each dollar of average inventory investment during that year.

For more information on how the system calculates this report, see How the System Calculates Gross Margin Return On Investment (GMROI).

For each time period, the report displays:

Annual Sales $
Annual COGS $
Annual GP $
Average OnHand $
Turns
Average Markup %
GMROI
Adjusted Margin %

This report helps you identify significant changes in price line performance or price lines not making progress from year to year.

To run the Comparative GMROI Report:

From the Reprts > End of Month Reports #2 > GMROI Reports menu, select Comparative GMROI Report to display the Comparative GMROI Report screen.
In the Line Type field, identify whether to run the report for price lines or buy lines. Based on your selection, the system renames the Prc Line / Buy Line field and the Prc Line / Buy Line hot key accordingly.
In the Prc Line / Buy Line field, do one of the following:

To run the report for one price line/buy line, enter the price line/buy line ID.
To run the report for all price lines/buy lines, leave the field blank.
To run the report for multiple price lines/buy lines, use the Prc Line / Buy Line hot key to display the Price Line Selection/Buy Line Selection screen. Enter the ID of each price line/buy line to include on the report and press Esc. *Multi* displays in the Prc Line/Buy Line field.

In the Branch(es) field, enter the number that identifies the branch or territory for which to compare GMROI data. To include all branches and territories, enter ALL.
Change the dates in the first Start Date and End Date fields, as needed, to encompass a 365-day period for the first comparison year.

By default the system populates the Start Date field with the first day of the previous fiscal year as the start date and one year prior to the current date as the end date. These fields also support variable dates.

Change the dates in the second Start Date and End Date fields, as needed, to encompass a 365-day period for the second comparison year.

By default the system populates the Start Date field with the first day of the current fiscal year as the start date and the current date as the end date. These fields also support variable dates.

To run the report for buy lines assigned to a specific buyer, in the Buyer field, enter the buyer's name.
In the Buyer Branch field, enter the number that identifies a buyer branch for which to run the report, as needed.
In the Product Status field, do one of the following:

To run the report for a specific type of product, enter the product type, for example, Stock, Direct, or NonStock. The default value is Stock.
To run the report for all items, regardless of status, enter ALL.
To run the report for multiple product statuses, use the Status hot key to display the Product Status Selection screen. Enter each status to include on the report and press Esc. *Multi* displays in the Product Status field.

In the Cost Basis field, select the Global Basis code to use to calculate the values for the Cost and Avg $OnHand columns of the report. The default value is Cost of Goods Sold (COGS-COST).

If you select the Avg Cost option, the value in the Cost column is calculated by dividing the amount in the Actual COGS$ column of the report by the number of orders. The value in the Actual COGS$ column is calculated using the actual cost of goods on the order.

In the Break on field, select one of the following:

If the Line Type is Prc, the system assigns Price Line. This inserts a page break after each Price Line on the report.
If the Line Type is Buy, indicate whether to insert a page break after each Buy Line or after each Buyer.

In the Print in Separate Columns field, indicate whether to print the data for each year in separate columns.

Yes – For each price line or buy line, the data for the first comparison year is displayed under one set of column headings and the data for the second comparison year is displayed in another set of column headings.
No – For each price line or buy line, the data for both the first comparison year and the second comparison year is listed under the same set of column headings, with the first year's data on one line and the second year’s data on the following line.

Set options, if needed, and generate the report.

If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.