To run the Inventory GMROI by Sell Group Report:Use this report to evaluate your return on investment as it relates to your sell groups. This report helps you determine how well your sell groups and pricing matrix are working.
A sell group is a branch-specific subset of the product file that represents products that have common pricing rules for customer price purposes.
For more information on how the system calculates this report, see Understanding the GMROI Calculation.
To run the Inventory GMROI by Sell Group Report:
From the Reprts > End of Month Reports #2 > GMROI Reports menu, select Inventory GMROI by Sell Group Report to display the Inventory GMROI by Sell Group Report screen.
In the Br/Tr/All field, enter the branch or branches to be included in this report. Separate branch numbers by commas, such as 1, 3, 5. Type all to include all branches and territories.
If different branches are used for shipping and pricing, the branch number you enter in this field relates to the shipping branch, not the pricing branch.
In the Sell Group field, do one of the following:
Press F10 and select a sell group for which to run the report.
Leave the field blank to run the report for all sell groups.
Use the Sell Grps hot key to run the report for multiple sell groups.
Change the default Start Date and End Date to encompass a 365-day period.
By default the system fills in the first day of the previous fiscal year as the start date and the current date as the end date. You can enter an actual or variable date in these fields.
In the Summary/Detail field, specify the report format:
Summary – Produces GMROI totals at the product line level, without product descriptions.
Detail – Includes product descriptions and totals for each product.
In the Cost Basis field, select the Global Basis field or option to be used in calculating the values for the Cost and Avg $OnHand columns of the report. The default is Cost of Goods Sold (COGS-COST).
If you select the Avg Cost option, the value in the Cost column is calculated by dividing the amount in the Actual COGS$ 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.
If prompted for a display cost, select Generic Cost, Cost of Goods Sold, or None.
Note: You must be assigned either the COGS.VIEW or COST.VIEW authorization key for costs to be shown on the report.
See Also:
Adjusted Margin Percent Calculation
How the System Calculates Gross Margin Return On Investment (GMROI)