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 window:

Position your cursor on a product and use a version of the Sales History menu option located on a parent window to display the detailed Product Sales History window.

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

Field	Description
Product Description	Product for which you are viewing history.
Branches	Branch for which you are viewing the product's 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.

From the Modes menu, 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/Work Order Quantity	This is merged data from the sales quantity and the work order quantity. For each year and month listed, the system takes the quantity of the work orders and adds the quantity of the sales orders to reflect the total.
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.
Sales/Work Order Dollars	This is merged data from the sales quantity and the work order quantity. For each year and month listed, the system takes the dollars for the work orders and adds the dollars for the sales orders to reflect the total. The GP% column is not available in this combined history view.

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.
Year to Date	Year to date totals for each column.

Note: Use the File > Previous Year or the File >Next Year menu options to display to the previous or next year, respectively.

Exit the window.

To use the summary Product Sales History window:

Position your cursor on a product and use a version of the Sales History menu option located on a parent window to display the summary Product Sales History window.

The system populates the window with the selected product's information from the parent screen.

Review the following information:

Column/Field	Description
Months	Each month of the previous and current year for the comparisons.
Last Year	Previous year's quantities.
This Year	Current year's quantities.
Branch	Branch for which you are viewing the product's history.
Last Purchase Date	Most recent date product was purchased.
Last Purchase Quantity	Most recent amount in which the product was purchased.
UM	Unit of measure in which the product was last purchased.

Exit the window.