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. In addition, sales quantity, dollar amount, costs, and gross profit information display for each invoice.

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. The report includes the component number for each component even if multiple locations are used.

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: If you run this report frequently, you can save your selections and associate those settings with your user ID. Use the File > Save Settings option to use this feature. When you run the report again, the system displays the selections you made the last time. If there is no default or saved setting, the field is blank. For more information, see How the System Saves Settings on Reports.

To run the Product Sales Report:

1. From the Reports > End of Month Reports > Product Sales menu, select Product Sales Report to display the Product Sales Report window.

2. In the Br/Tr/All field, enter the branch, branches, or territories to include in the report.

3. In the Start Date and End Date fields, enter the first and last date in the range of dates for which to view invoices. These fields support variable dating.

4. Complete the remaining fields in the General tab as needed to indicate what data to include in the report.

   Field	Description
   Select By	Select one of the following: Price Line, Buy Line, Buy Group, Sell Group, Product or Product Lifecycle. Your selection indicates the name of the next field. Note: Any tildes (~) in product descriptions are removed from the description in the report output so your report sorts properly. Note: If you select Product Lifecycle, the system automatically runs the report in Detail mode.
   	The selection field activates after you populate the Select By field, enter a specific entity. Use the Multi button to choose more than one selection for the report, such as two buy lines, or three price lines. 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.
   Additional Selection	Indicate 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 Additional Selection field, the next field is called Price Line.
   Sort By	Sort 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 is to sort by customer. If you select Product, the program sorts by the product description. If you are generating 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	Select this check box to insert a page break prior to each new report section based on the value in the Sort by field.
   Select Branch	Indicate whether data is based on the pricing or shipping branch.
   Customer Level	Indicate whether data is based on the following customer type: Ship-To, Bill-To, or Parent.
   Detail/Summary	Indicate 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. Note: If you select Product Lifecycle, the system automatically runs the report in Detail mode.
   Quantity Type	Select products for the report by their return status type, such as Stock or Defective.
   Status	Select products for the report by their product status code. Use the Multiple button to enter multiple status codes. *Multi* displays in the field.
   Serial Numbers	Indicate whether to select products with serial numbers in the report. All - Selects all product sales regardless of whether they have serial numbers. Inbound - Selects only products with inbound serial numbers. None - Selects only products that do not have serial numbers.
   Show Costs	Indicate whether to include, exclude, or run the report only for costs.
   Show Kits as Components	Indicate whether to include, exclude, or run the report only for kit components.
   Generate EDI	Select this check box to generate an EDI 867 Product Transfer and Resale Report. Use the Trading Partner field to indicate to which vendor you want to send the 867.
   	Select the Additional tab and indicate which 867s you want to include in the report: Select the 867 Respect Print Flag = N check box to only include orders that have a print status of N in the EDI 867 Product Transfer and Resale Report. Leave this check box deselected to include all orders, regardless of print status. Select the 867 Do Not Send Duplicates check box to only include orders for which you have not already sent an EDI 867 document in the EDI 867 Product Transfer and Resale Report. Leave this check box deselected to include all orders, even if they are duplicates.
   Show Lot Item Summary New in Release 9.0.4	Select this check box to consolidate the lot item information into a summary line on the report. This includes both standard lots and Job Management lots. If this check box is not selected, the report displays lot item details on the report. Note: This setting is saved for future report generation.
   Trading Partner	Indicate to which vendor you want to send the generated EDI 867 Product Transfer and Resale Report if you selected the Generate EDI check box. The vendor you enter here must have a trading partner profile defined.

    

5. Click the Include/Exclude tab and select what types of items and sales to include in the report.

   Field	Description
   Stock / Non-Stock	Indicate whether to include or exclude stock and nonstock items. The default is Include. If you select Exclude, the Transfers and Directs field are not applicable and are disabled.
   Transfers	Indicate whether to include, exclude, or run the report only for transfer sales. Note: You can only access this field if the Stock/Non-Stock field is set to Include.
   Directs	Indicate whether to include, exclude, or run the report only for direct sales. The default is Include. Note: You can only access this field if the Stock/Non-Stock field is set to Include.
   Credits	Indicate whether to include, exclude, or run the report only for credit sales. The default is Include. For example, to run a report that shows the amount of returns for a given period in terms of total sales use this selection in Only mode.
   Work Order Material Detail	Indicates whether to include, exclude, or print the report only for sales of work order components placed on a sales order. If you select to include or only run the report for work order material details, the report lists the material detail of the work order, and does not include the finished good. Select Exclude to show only the finished goods. Note: If the product on the sales order is a kit item, the report includes only those components that are not part of the kit itself if the Show Kits as Components field is set to Yes. If the Show Kits as Components field is set to No, the report includes only the kit item itself.
   Vendor Consign	Indicate whether to include, exclude, print the report only for vendor consignments. The default is Include. Note: Only the Vendor Consign field reports on all inventory adjustment. If you set this field to One, then the Vendor Customer Consign field is available.
   Customer Consign	Indicate whether to include, exclude, or run the report only for customer consignments. The default is Include. Note: If this field is set to One, then the Consignment Customer field activates.
   Vendor-Customer Consign	Indicate whether to include, exclude, or run the report only for vendor-customer consignments. The default is Include.
   Consignment Vendor	If you select One in the Vendor Consign field, enter the vendor's name, otherwise, this field is disabled.
   Consignment Customer	If you select One in the Customer Consign field, enter the customer's name, otherwise, this field is disabled.
   Direct Through Stock	Indicate whether to include, exclude, or run the report for only one customer with Direct Through Stock inventory.
   DTS Customer	If you select One in the Direct Through Stock field, then use the DTS Customer field to select the customer for whom to run the report.

    

Note: The report results do not include Progress Billing products or sales.

6. If you use the EDI interface, on the Additional tab, indicate how you want to manage 867 options for this report.

   • 867 Respect Print Flag - Select if you want to set the print flag to No.

   • 867 Do Not Send Duplicates - Select if you want to eliminate sending duplicate acknowledgements.

   • 867 Audit Vendor - Use the drop down to select an audit vendor for the acknowledgements.

Note: For more information about 867 transactions, see Running EDI 867 Vendor Audit Reports in the EDI documentation.

7. 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.

What the Report Shows

The Product Sales Report lists the following fields and columns of information: