Running the Product Sales Report

Use the Product Sales Report to display product sales information. The report displays a detail listing of invoices by ship-to customer for pricing branches. The report also lists order statuses, credits, direct shipments, consignments, and customer and ship-to addresses. The ship-to addresses appear once directly underneath the first listing of the customer name. In addition, sales quantity, dollar amount, costs, and gross profit information display for each invoice.

Note: If you run this report for kits, the system lists the individual components that make up the final product on this report, not the actual finished product.

Use the sort by and select by options to modify the report. For example, you can run the report for a designated price line and sort the data by salesperson. In addition, you can use the include and exclude options to tailor the report to your needs.

Note: After you run the report once, the system saves the selections you made and associates them with your user ID. When you run this report again, the system displays the selections you made the last time. A "Save" message at the top of the screen indicates that your previous selections are being used. If there is no default or saved setting, the field is blank.

To run the Product Sales Report:

From the Reprts > End of Month Reports > Product Sales Reports menu, select Product Sales to display the Product Sales Report screen.
In the Br/Tr/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.
In the Start Date field, enter the first date in a range of dates for which to view invoices. This field supports variable dates.
In the End Date field, enter the last date in the range of dates for which to view invoices. This field supports variable dates.

The system populates this field with the date entered in the Start Date field, but you can change it, if needed.

Complete the following fields, as needed:

Field	Description
Select By	Indicates whether to run the report for price lines, sell groups, buy lines, buy groups, products, or product selection codes. Based on your selection, the system names the next field accordingly. For example, if you enter Price Line in the Select By field, the next field is called Price Line.
(Price Line / Sell Group / Buy Line / Buy Group / Product / Product Select Code)	The value to use to select a subset of transactions for the report’s sales analysis. Use the Multi hot key to enter multiple values. Multi displays in the field. Leave the field blank to include all values. For example, if you selected Price Line in the Select By field, leave this field blank to include all price lines in the report.
Add'l Select	A secondary selection record to use on the report. Based on your selection, the system names the next field accordingly.
(Price Line / Sell Group / Buy Line / Buy Group / Product / Product Select Code)	A second value to use to select a subset of transactions for the report’s sales analysis. Use the Multi hot key to enter multiple values. Multi displays in the field.
Qty Type	Selects products for the report by their return status type, such as Stock or Defective.
Status	Selects products for the report by their product status code. Use the Status hot key to enter multiple status codes. Multi displays in the field.
Sort by	Sorts the data on the report by a specific column or group of columns. Press F10 to see a list of sort by options. The default value is by Customer. If you select Product, the program sorts by Product Description. If you are going to generate an EDI 867 document, set the report to sort by Branch or Branch by Price Line. Note: Sorting displays the data that is defined by the selection parameters.
Page Break	To insert a page break prior to each new report section based on the value in the Sort by field, enter Yes; otherwise, enter No.
Select Branch	Indicates whether data is based on the pricing or shipping branch.
Customer Level	Indicates whether to include bill-to, ship-to, or parent customers on the report. The default level is Bill-To.
Detail/Summary	Indicates what level of detail to print on the report. Detail – Prints a line for each product's transaction on the report, showing the vendor, invoice number, warehouse, ship date, product, quantity and amount. Summary – Totals and prints a line for each price line.
Serial Numbers (A/I/N)	Indicates whether to select products with serial numbers. A – Selects all product sales regardless of whether they have serial numbers. I – Selects only products with inbound serial numbers. N – Selects only products that do not have serial numbers.
Show Costs (Y/N/Only)	Indicates whether to include (Y), exclude (N), or run the report only for costs.
Show Kits as Components (Y/N/Only)	Indicates whether to include (Y), exclude (N), or run the report only for kit components.
EDI 867 Doc (Y/N)	Indicates whether to generate (Y) an EDI 867 Product Transfer and Resale Report. Use the Trading Partner field to indicate to which vendor you want to send the 867. Use the Addl Opts hot key, and indicate which 867s you want to include in the report: Enter Y in the 867 Respect Print Flag = N field to only include orders that have a print status of Nt. Leave this field set to N to include all orders, regardless of print status, in the EDI 867 Product Transfer and Resale Report. Enter Y in the 867 Do Not Send Duplicates field to only include orders for which you have not already sent an EDI 867. Leave this field set to N to include all orders, even if they are duplicates, in the EDI 867 Product Transfer and Resale Report.
Trading Partner	Indicates to which vendor you want to send the generated EDI 867 Product Transfer and Resale Report. The vendor you enter here must have a trading partner profile defined.

Use the Inc/Exc hot key to limit the parameters of the report, as needed. For example, to run a report that shows the amount of returns for a given period in terms of total sales use the Inc/Exc hot key and the Credits Only field.
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.