To view sales data by category types, run the Sales Category Inquiry. You can view sales in a number of different ways, such as customer type, by sales representative, or by a variety of different product selection methods. You can view revenue, costs, gross profit dollars, or gross profit percentages. In addition, you can compare any of these values between months, quarters, or years to help you analyze the growth or decline of various markets.
To view sales information for a specific category:
From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
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 Display field, enter one of the following values:
Sales $ – Shows the dollar amount of the sales generated.
COGS $ – Shows the cost of goods sold.
COGS GP$ – Shows the amount of profit your company receives, based on the cost of goods sold.
COGS GP% – Shows the percentage of the sales dollars generated that your company has received as profit, based on the cost of goods sold.
Comm $ – Shows the dollar amount of the cost used to calculate commissions.
Comm GP$ – Shows the amount of profit your company receives, based on the commission cost.
Comm GP% – Shows the percentage of the sales dollars generated that your company has received as profit, based on the commission cost.
In the Date field, enter the date as of which to view the sales data. The default is today's date.
In the Category field, enter one of the following values:
Parent Customer – Shows sales from any customer that either has multiple billing and shipment addresses or that receives all bills and shipments at the same location.
Billto Customer – Shows sales from any customer that remits payment for multiple shipment addresses.
Shipto Customer – Shows sales for shipment addresses.
Customer Type – Shows sales according to the customers' type of business, such as plumbing or electrical.
Customer Select Code – Shows sales according to the customers' industry segment.
Outside Salesperson – Shows sales credited to the sales representative responsible for acquiring new customers.
Inside Salesperson – Shows sales credited to the sales representative responsible for generating subsequent sales for the customer.
Writer – Shows sales generated by the employee who wrote the sales orders.
Sales Source – Shows sales by the location or origination point of the sale, for example, inside sales, counter sales, or showroom sales.
Ship Via – Shows sales based on the method used to transport the items to the customer.
Price Line – Shows sales based on the price line of the products sold.
Sell Group – Shows sales based on the pricing rules set for the products sold.
Buy Line – Shows sales based on the buy line of the products sold.
Buy Group – Shows sales based on the costing rules for the products sold.
Product GL Type – Shows sales based on the product category, such as electrical or plumbing.
Product Select Code – Shows sales based on a user-defined product selection code.
Product Status – Shows sales based on the inventory status of the products, such as stock, nonstock, miscellaneous charge, or lot item.
Commodity Code – Shows sales based on the material type or commodity classification.
Product Budget Group – Shows sales based on the sales budget group of the products sold.
In the Sales Type field, enter one of the following values to determine the type of sales data to view:
Net Stock&Direct – Shows sales and profit after taxes for all stock and direct orders.
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.
Click Update to display sales data based on your selection criteria.
For your selected sales category, review the following information in each column, as needed:
Column | Description |
<Sales Category> | The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display. |
Month | Shows data according to the value you selected in the Sales Type field for the month you entered in the Date field. |
YTD | Shows data according to the value you selected in the Sales Type field for the year up to the date you entered in the Date field. |
Last YTD | Shows data according to the value you selected in the Sales Type field for the year before the year you entered in the Date field. |
% Change | The percentage of increase or decrease in sales between the year you entered in the Date field and the previous year. |
When you have finished viewing information, exit the window.
More Options for Working With Sales Information
The Sales Category Inquiry window also offers these options:
To... | Do this... |
From the File menu, select Create Graph The Graph Options for Sales Category Inquiry dialog box displays. | |
export the data to an Excel spreadsheet | From the File menu, select Save as Excel The Save dialog box displays. |
print the table | From the File menu, select Print Table The Print Table dialog box displays. |
Click the magnifying glass next to the columns and select an option. | |
sort the columns | Click a column to sort the data by that column. |
See Also: