This report totals the quantity or dollar amount of each product sold or purchased during two designated periods and the same periods for the prior year, and then calculates the percentage of change from the prior period to the current period.
If one of the two comparison periods for an item does not have sales, the %Change column showing on the report will be +/- 100%.
You can print the report for a single product, price line, buy line, multiple price lines, or multiple buy lines.
From the Reports > End of Month Reports > Product Sales Reports menu, select Product Summary & Comparison to display the Product Summary & Comparison Report window.
In the Branch field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.
Complete or change any of the following fields, as needed:
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Field |
Description |
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Select By |
Indicate whether to run the report for price lines, buy lines, or products. 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. |
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(Price Line / Buy Line / Product / Sell Group) |
A value to use for selecting a subset of transactions for the report's sales analysis. Use the Multi button to enter multiple values in this field. *Multi* displays in the field. Leave this field blank to run the report for all price lines, buy lines, or products. |
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Sort By |
Sort the data on the report by a specific column or group of columns. The default value is by Customer. |
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Sales Based on |
Indicate whether to base the report on sales quantities or sales dollars. The default value is Quantities. |
In the First Period area, use the Start Date and End Date fields to select a date range for which to view month-to-date sales. Both fields support variable dates.
In the Second Period area, use the Start Date and End Date fields to select a date range for which to view month-to-date sales. Both fields support variable dates.
Note: The system populates the First Period field start and end dates to reflect month-to-date sales and the Second Period start and end dates to reflect year-to-date sales. You can change these dates and create report periods of your own.
In the Include, Exclude, and Only columns, indicate how you want to handle transfers, credits and directs on the report.
In the Detail/Summary area, select one of the following:
Detail - Lists each product on the transaction. This is the default value.
Summary - Lists only totals for the transactions for each product.
In the Break on Branch area, indicate if you want to break the report by branch. If you select yes, each branch's information displays on a new page.
See Also:
Product Sales Report