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Sales Analysis User Manual

1. eeeeceeeeeeeeeeeeeeee eee enne nentes 1 How to set the default for opening a Samco tab file in Windows XP 4 How to set the default for opening a Samco tab file in Windows 7 8 Sales Analysis Table of Contents Samco Power Accounting 2 SAMCO Building business and technology relationships B Chapter 1 Introduction Sales Analysis includes most of the features asked for by thousands of users whose experience over the years with earlier versions of this package have helped refine it to its current mature level Sales Analysis aka S A runs together with the Accounts Receivable A R Inventory I C Billing O E Point of Sale P S and Professional Invoicing P I packages You can use S A with A R only I C only I C and P S A R I C and P S A R I C and Billing O E A R and P I A R I C and P I Any reports can be stored on disk to save computer time then printed later at your convenience Sales Analysis also allows use of multiple printers A R and I C Reports The following table shows the reports which are available when using A R only when using I C only or when both A R and I C are in use Sales Analysis Introduction Samco Power Accounting 1 1 Uu o ct P Report A R only I C only Cat Sub Cat for a Customer Customer X Customer Product Customer Profit Customer Type Customer Sales Volume Customer for an Item Customers for a Servic
2. 3 Starting customer 4 Ending customer Enter the range of customers to print for each service Follow the screen instructions 5 Reporting periods Enter from 1 to 4 reporting periods If you enter fewer than 4 reporting periods press Enter for the starting date to go on to the next question below The reporting periods can overlap If you select more than 1 reporting period you are not asked question 9 6 In order by sales volume If you answer N to this question you will not be asked for an entry in field 7 or 8 If you answer Y customers are printed in descending order by sales volume for each service The sales volume used is that from the first reporting period only 7 Minimum sales volume level Sales Analysis Customers for a Service Samco Software Inc 18 2 Enter a minimum sales volume level or press F1 for none print all services If you enter a non zero sales volume level only services with a sales volume equal to or exceeding this level are printed 8 Number of services to print Enter the number of services you wish to print or press F1 print all services Only this number of services will print for each selected customer 9 Brief format Answer Y or N You will not be asked this question if you entered more than one reporting period in field 5 above Sales Analysis Customers for a Service Samco Software Inc 18 3 Building business and technology relationships gt 4 Chapt
3. 12 24 14 13 Saw 8Hp Concrete Wood S TOOLS 1210 000 5 00 7 o 08 85 00 42 00 714 00 i7 o 15 14 Oil Lubricating 4L MISC OIL 1210 000 0 00 42 0 16x 0 00 800 9 95 417 90 42 6 15 15 Motor 2hp Submersible PARTS 1210 000 0 11 1 o 258 0 11 R 1000 0 34 0 34 1 108 17 20 Wire Copper 20Ga PARTS 1210 000 0 03 o 0B 60 00 100 1 00 seseesss 177 000 o 18 21 Paint Latex Inter White PARTS 1210 000 10 65 o 08 298 20 800 18 00 504 00 28 14 19 22 Paint Env Environm Please ck PARTS 1210 000 10 95 o 08 d 800 20 66 seeeeser 215 32 20 31 Compone Bird House Kit 30 COMP 1210 000 0 55 D 0B aeeenen O 800 0 00 0 00 90258 21 32 Compone Bird House Kit 30 COMP 1210 000 0 30 D 0B REE O 800 0 00 0 00 90 271 D 2 33 Compone Bird House Kit 30 COMP 1210 000 L50 o oB ARSENE O 800 0 00 0 00 40 118 o 23 34 Compone Bird Hous A differer COMP 1210 000 150 1 08 asse O 800 0 00 0 00 40152 55 24 35 Compone Bird HouseKits30 COMP 1210 000 0 50 o 08 desee O 800 0 00 000 40 113 o 25 36 Compone Bird House Kit 30 COMP 1210 000 100 1 808 sese O 800 0 00 000 9 919 170 26 37 Compone Bird House Kit 30 COMP 1210 000 2 10 o 08 aeseeeen O 800 0 00 000 40 118 o 27 38 Compone Bird House Kits30 COMP 1210 000 028 o 08 aesepunn 0 00 0 00 10495 o 28 41 Compone Bird Hous A differer COMP 1210 000 1 50 o oB 4 50 0 800 0 00 0 00 3 29 101 Sand Paper 100G Bulk PARTS 12
4. N A and cannot be changed if you answer N in field 7 above Enter the number of items entered in field 1 to include on the report from the selected ranges or press F1 for all This allows you to further zoom in on information For example you may only want to print the 2 5 or 10 most profitable product categories or items 10 Period comparison version Answer Y to have the report compare changes from one period as entered in field 6 above to another If you answer N only the period figures will be printed 11 Print periods side by side If you have entered in 2 periods in field 6 answer Y to have the figures from these two periods printed side by side 12 Print costs profit Answer Y to print the cost and profit detail for each item If you answer N only the number of orders invoices in invoice history that the item s appear on will be printed 13 Include components Answer Y to include or N to exclude kit component sales figures 14 Include adj 15 Include drop shipments Answer Y to include drop shipment line items on your report Sales Analysis User Defined Samco Software Inc 16 6 16 Show lost sales Valid responses are Y or N When Y the new lost sale format of the user defined report will be used when N the report format will be the same as before Note Credit memos are ignored when calculating lost sales At the new field for SHOW LOST SALES respond Y or N The new
5. and P I the information shown is obtained from both packages NOTE Billing and P S share the same Invoice History file To Begin From the Sales Analysis menu select Sales rep actual A screen appears and you are asked to select either 1 for summary format or 2 for detail format If you choose the summary format a menu appears for you to select how to print the Sales Analysis Sales Rep Actual Samco Software Inc 14 1 report Follow the screen instructions If you choose the detail format you see the following screen F1 Enter the following information 1 Starting sales rep 2 Ending sales rep Enter the range of sales reps for which to print the report Follow the screen instructions 3 Reporting periods You may enter 1 to 4 reporting periods Only the first will be used for sorting customers by sales volume if that option is selected in field 4 below Each period results in a separate line on the report There is no restriction on overlapping dates If you enter fewer than four periods press Enter for the starting date to go on to the next question below You may want to compare sales reps for promotion awards etc so you could set period 1 to the current sales year period 2 to the period when sales are the best in your business period 3 to the worst sales period and period 4 to 010100 thru 123120 which will analyze all sales ever recorded which have not been purged Sales Analysis
6. 22 1 Enter the item or use one of the options Options F1 to select the first item Enter to select by entering a description Whse If using multi warehousing enter the warehouse number or use one of the options Options F1 to select the first Enter to select all warehouses The whole year from January to December is now on one line each month is totalled and the average is provided Press F5 to display the 5 year totals Press Tab to exit Sales Analysis Five Year Item History Samco Software Inc 22 2 SAMCO Building business and technology relationships Chapter 23 X Export Printer Reports Available Reports e User Defined Report Printing reports to an export file Due to popular demand there are now a number of reports that you can print to the X Export printer and we keep adding more In order to open reports printed to the X printer the user must have access to their local directory If you are a Thin Client user you must identify the directory in SYSTEM FUNCTIONS gt COMPANY DATA The default is C SSIDOCS Each report printed to the X printer is assigned a default file name After you select the X printer a pop up window will prompt F1 to accept the default filename displayed or enter your own filename Remember to assign a unique filename to each report that you wish to keep as filenames can be reused and the data over written Note A report printed to dis
7. Analysis Customer Profit Samco Power Accounting 4 1 SAMCO Building business and technology relationships Chapter 5 Customer Sales Volume This report lists customers in order by sales volume t shows sales cost of sales and profit figures for the period to date the year to date and last year for each customer It is based on the A R Customer File To Begin From the S A menu select Customer sales volume On the screen displayed enter the following information 1 Print customers in order by Enter one of the following P To show customers in order by their period to date sales volume Y To show them in order by their year to date sales volume L To show them in order by their last year s sales volume 2 Minimum sales volume level Enter the minimum sales volume either PTD or YTD as specified above that will qualify a customer to appear on the report Entering zero means that there is no minimum sales volume level In this case all Sales Analysis Customer Sales Volume Samco Software Inc 5 1 customers will be printed on the report You can also press F1 for None meaning no sales volume cut off 3 Number of customers to print Enter the number of customers you want to show on the report or press F1 to show All customers The report will print customers in order by sales volume from greatest to least but will stop after the number of customers entered here has been printed This way you can look at your
8. Invoice date fa i i i i aE ES i Hid i a i Invoice number Item description Item number Item user defined fields Item vendor Order user defined fields PIS user defined fields PgDn for more Report order selections E Product category Product sub cat Profit center Province Responsible salesrep Sales department Services Ship to Store number CPE CEC EET Technician Territory Warehouse PgUp for more From the window displayed select the field to sort on from most detail to least detail For example if you want to print items sorted by product category and then the province they were sold in you would enter items first the highest level of detail product category second and then province last After entering a sorting selection the next set of choices for sorting will be based on what you have already chosen When you are finished entering report order selections press Tab to continue to field 6 First Last Enter the range of information to include for each report sorting selection Follow the screen instructions NOTE This report works exclusively from the history files For this reason you should keep the amount of information printed to a minimum This will speed up the report Sales Analysis User Defined Samco Software Inc 16 3 as it then does not have to read in every record in the history file s for sorting New page Answer Y to
9. Services for a Customer Report This report shows quantity sold sales percent of sales cost of sales profit and margin percent for a selected range of services within up to four selected reporting periods showing the services purchased by each customer Customers for a Service Report This report shows the same information as the preceding report arranged by service showing the customers who purchased each service User Defined Report This report allows you to create your own analysis report You determine what information is printed how it is sorted and what reporting periods to analyse Monthly Activity Analysis With plenty of selection criteria and variations this is a 13 month columnar report for product sales Customer Product Sorted by customer this report provides a quarterly and periodic analysis summarized by item category Cat Sub Cat for a Customer Available in a detail or brief format this report sorted by customer shows the unit and dollar sales for each item category and sub category for the specified date ranges SAM Samco s Automated Manuals A revised edition of this and all Samco user manuals is available on line from within any function of Samco s business applications Simply press F10 F11 for the Windows version and SAM will guide you to whatever information you need or contact support samco com for further assistance Sales Analysis Introduction Samco Power Accounting 1 5 SAMC
10. customer These figures are grouped by responsible sales rep with subtotals by sales rep The report includes a summary which shows each sales rep s percent of total sales and percent of total gross profit Sales Rep Actual Report Two formats are available for this report summary and detail For each sales rep the summary format shows the sales amount percent of total company sales cost of sales profit percent margin percent commission amount and commission percent of sales The detail format shows the above information for each customer for each sales rep Sales Analysis Introduction Samco Power Accounting 1 3 Province Report Customers are printed grouped by province on this report Sales cost of sales gross profit figures and margin percent are shown for each customer Subtotals are shown by province A summary is produced which shows each province s percent of total sales and percent of total gross profit Postal Code Report Customers are printed grouped by postal code on this report A summary shows individual postal code percent of total sales cost of sales profits and margin percent for the period to date and year to date Item Report This report shows basic sales information for each item in Inventory Management The information printed includes quantity sold quantity returned sales amount costs gross profit margin percent and each item s percent of total sales and percent of total gross profit by b
11. insert a page break when the information in this report sorting selection changes The following example screen shows a report that will print totals for each item category by city by province ast ast reise Piast Report order selections m v al PgDnif The resulting report will first page break for each province The information from there will be broken down to show the sales cost of sales and profit for each item category by city The report might look something like this Province BC City Vancouver TOOLS INDEQ HOBBY Totals for city City Victoria TOOLS INDEQ HOBBY Sales Analysis User Defined Samco Software Inc 16 4 Totals for city Totals for province 6 Reporting periods Enter from 1 to 6 reporting periods If you enter fewer than 6 reporting periods press Enter for the starting date to go on to the next question below The reporting periods can overlap After entering each reporting period you will be prompted to enter a description of up to 5 characters which will be printed on the report If you are entering fewer than 4 periods press Enter to continue to the next field 7 Also sort detail by Enter the order to further sort the entry in field 1 Valid answers include No further sorting Quantity Sales Costs Profit of orders Ovnuvoz Using the above screen example by entering P for profit the item categories for each city will be sorted in order of profi
12. level or press F1 for none show all services If you enter a sales volume level only services with a sales volume equal to or greater than this level will be shown on the report 9 Number of services to print Enter the number of services you wish to print for each customer or press F1 for all services 10 Brief format Answer Y or N You will not be asked this question if you entered more than one reporting period in question 5 above Sales Analysis Services for a Customer Samco Software Inc 17 3 SAMCO Building business and technology relationships Chapter 18 Customers for a Service This report shows quantity sold sales amount percent of sales cost of sales profit percent of profit and margin percent for a selected range of services and the customers those services were sold to within up to four selected reporting periods Percentages are based on sales and profits within the selected reporting period You can print this report in order by sales volume based on sales in the first selected reporting period The amounts shown for services are obtained from the P I Invoice History File To Begin From the S A menu select Customers for a service This is the screen you see Sales Analysis Customers for a Service Samco Software Inc 18 1 Enter the following information 1 Starting service 2 Ending service Enter the range of services to print on the report Follow the screen instructions
13. lost sale feature will only be available when both the period comparison version and print periods side by side fields are set to N The new lost sale layouts will report on the quantity lost the sales lost the number of complete lines shipped and the number of lines at least partially filled For each amount there is a percentage that compares to the total ordered value quantity compared against quantity ordered amount compared against the value of what was ordered There are two LOST SALE REPORT formats dependant on the setting of the PRINT COSTS PROFIT flag If N is selected the number of orders information will be printed Press F1 for profit only 17 Show discounts Answer Y to show discounts on your report Note When using multi warehousing in IC and location groups in PA this feature allows you to select warehouses by using the location group When entering the parameters for your User defined report at Warehouse press F2 for entry of location group and then proceed as you normally would Saving a Report This feature allows the user to save different report criteria for the User Defined report To use enter a sales report as you normally would Try to use the date codes listed below so that the layouts will work the same way each time you use them Press ENTER at the field number to change The user has the option to review again or print the report Review will go back to the field number to change print
14. report will ask if the user wishes to save the setting for this report A response of N will display the window selection With a response of Y the user will be prompted to name the settings This is like a file name no spaces or special characters should be used although they are allowed There is a description Sales Analysis User Defined Samco Software Inc 16 7 field for more complete classification The printer selection window will be displayed and the report will be printed For subsequent printings use F5 to display the saved settings window Either enter in the saved setting name or for the saved report window When the window is displayed use the standard F1 F2 to move forward and back F3 to search and F4 to copy from the window to the screen Once copied the setting is available to be reviewed and changed printed or deleted If the setting is changed then it can be saved under the same name or a different name Sample Report In this section we will look at a sample report and how it was generated The following screen shows the criteria for a user defined report which will show the most profitable product categories in each city in each province rofit escendi o limi Field number to change The following are some ways this report may be changed to meet a specific need e To look at only the most profitable product category in each city field 9 Number of items to print could be changed to 1
15. summary version of the report The information is obtained from the A R Customer file To Begin From the S A menu select Province Canadian companies or State U S companies A screen appears for you to answer the following questions 1 Print each prov on a separate page Answer Y to insert a page break between each province otherwise answer N 2 Detail or summary Enter D to print both detailed information for each customer and the summary totals for each province state Enter S to print the summarized totals for each province state only Sales Analysis Province State Samco Software Inc 12 1 SAMMCO Building business and technology relationships Chapter 13 Postal Zip Code This report shows sales cost of sales and profit figures for the period to date the year to date and last year for each customer with the customers in order by the postal code A summary of individual postal code totals is printed at the end of the detailed version of the report Optionally you can print the summary portion of the report only To Begin From the S A menu select Postal code A screen appears for you to answer the following questions 1 Print each postal code on a separate page Answer Y to insert a page break between each postal code group otherwise answer N 2 Detail or Summary Enter D to print both detailed information for each customer and the summary totals for each postal code group Enter S t
16. the first selected reporting period If you are using Billing O E or P S the amounts shown for items are obtained from the Invoice History File if you keep invoice history If you are using P I the amounts shown for items are obtained from the P I Invoice History File if you keep invoice history If you are using Billing O E or P S and P I with P I interfaced with Inventory you may choose to print either goods from P 1 or inventory items from Inventory on a particular print run To Begin From the S A menu select Customers for an item This is the screen you see Sales Analysis Customers for an Item Samco Software Inc 7 1 F1 Enter the following information 1 Starting item 2 Ending item Enter the range of items to print for each customer selected next or follow the screen instructions 3 Print items for This field appears only if both Billing O E or P S and P I are in use and P I is not interfaced to Inventory Otherwise all subsequent fields are renumbered You may print the report showing either goods from P 1 or inventory items from Billing as explained in the introduction Enter either G for goods or for inventory items 4 Starting customer 5 Ending customer Enter the range of customers to print on the report or follow the screen instructions 6 Reporting periods Enter from 1 to 4 reporting periods If you enter fewer than 4 reporting periods press
17. those items with sales volume below this level Enter the minimum sales volume either PTD or YTD as specified above that will qualify an item to appear on this report or F1 for None no minimum sales volume cut off In this case all items will print on the report 3 Inventory account Enter the inventory account for which to print items F1 to print items for the default inventory account from the Inventory Control File F2 to scan through the other inventory accounts on file or Enter to print items for All inventory accounts 4 Product category Enter the product category for which you wish to show items F1 to show items for AU product categories or Enter to show only items with no product category specified in the Item File 5 Product sub category Enter the product sub category for which you wish to show items F1 to show items for All product sub categories or Enter to show only items with no product sub category specified in the Item File 6 Show qty returned for PTD and YTD Answer Y to show the quantity returned PTD period to date and YTD year to date 7 Number of items to print Enter the number of items to print on the report or F1 to print AU item The report prints items in order by sales volume from greatest to least but stops after the number of items entered here is printed In this way you can look at your 10 20 or 100 top selling items Sales Analysis Item S
18. 10 000 0 01 o oB 2 33 800 1 00 324 00 324 75 30 300 BROCCOLI DECATHALON 1210 000 0 50 o 0B 265 00 100 150 795 00 530 10 31 934 Regulator Pos NAT HEU 1210 000 200 5 o 0B 10 00 0 00 0 00 5 o 32 1000 Component 1 1210 000 0 00 14 n 08 0 00 O 1 00 514 00 E 1 33 1001 Component 2 1210 000 0 00 a7 an 0B 0 00 0 1 00 517 00 28 o 34 1002 Component 3 1210 000 0 00 25 31 oB 0 00 0 1 00 525 00 56 3 35 1102 Regulator Neg NAT HEU 1210 000 200 5 o oB 10 00 0 00 0 00 5 o 36 55502 Blow down valve NAT HELI 1210 000 3 00 5 o 08 15 00 0 00 0 00 5 o 3719321103 TYPE E MC 2 BOLT PIL 1 3 16 SH BEAR 1210 000 12 57 5 o 08 62 85 100 28 00 140 00 5 o 38 1 23E 08 Gift Card 1210 000 0 00 17 o 08 0 00 0 00 0 00 17 o 3910 26525 A part 1210 000 35 00 s o 08 80 00 5 00 280 00 s o 4 ic valuation 3 cuam ENG E Misssc suooteny S E 10 5 Release Notes C9 10 57 Fh Microsoft Excel cv WO Sales Analysis X Export Printer Reports Samco Software Inc 23 3 How to set the default for opening a Samco tab file in Windows XP 1 Begin by clicking on start 2 Click on the Control Panel icon Sales Analysis Samco Software Inc Internet Internet Explorer E mail Mozilla Thunderbird krosoft Office Word 20 H v 32 gamco Excalibur UH SamcoApp bs Microsoft Office Outlook 2007 Microsoft Office Excel x3 Sam 2007 e Yahoo M
19. ABC category see the Inventory User Manual for a definition of ABC category or use press F1 for AU ABC categories 8 Show qty returned for PTD and YTD Answer Y to show the quantity returned PTD period to date and YTD year to date 9 Dollar rounding Type Y to round all dollar amounts shown on the report to the nearest dollar You must choose dollar rounding if your grand totals are greater than 9 999 999 999 99 Sales Analysis Item Samco Software Inc 8 2 10 Show prior periods Answer Y to show prior periods as defined in the INVENTORY Control File or N to show the current period only Include qty returned This field displays only if you chose to show quantity returned for PTD and YTD in field 8 and chose to show prior periods in field 10 Answer Y to show quantity returned figures for prior periods 11 Starting period 12 Ending period Enter a range of item tracking periods 1 999 to include on the report Sales Analysis Item Samco Software Inc 8 3 Building business and technology relationships bd Chapter 9 Item Category This report shows quantity sold sales cost of sales and profit figures for the period to date and the year to date for each inventory item in the Item Status File grouped according to the item s category or sub category A summary showing category or sub category totals is printed at the end of the report To Begin From the S A menu select tem category The fol
20. Building business and technology relationships Sales Analysis User Manual Copyright 2014 by Samco Software Inc PROPRIETARY RIGHTS NOTICE All rights reserved No part of this material may be reproduced or transmitted in any form or by any means electronic mechanical or otherwise including photocopying and recording or in connection with any information storage or retrieval system without the permission in writing from SAMCO Software Inc SAMCO Software Inc SAMCO has taken reasonable preventative measure to ensure the accuracy of the information contained in this manual However SAMCO makes no warranties or representations with respect to the information contained herein and SAMCO shall not be liable for damages resulting from any errors or omissions herein or from the use of the information contained in this manual SAMCO is a registered trademark of SAMCO Software Inc Unit 61 Building 6 7789 134th Street Surrey British Columbia V3W 9E9 Canada Telephone 604 597 4211 http www samco com Other product and company names are trademarks of their respective corporations Building business and technology relationships B Table of Contents INEFOGUCUO A po cod od vdd bed Y Deua NOR E QUE UP Fa Rae aaa vbrSrAVOVIe Prax MS pad ddu adve 1 1 Ay ad I C REDOEES 1ssnastsaxcampet aite tatit FU RUE ainin e tired dM Lee a Bad CEN EMEN EE 1 P S Billing O E and P I Reports ssseeeeeeeeeeee enne en 2
21. Delete to remove the SWS SmarTerm WorkSpace file type SYS System file m OR INI I es Click Change to change the FTO Ceu Tanha iv default for Opens with Details for TAB extension Opens with x Microsoft Office Excel To change settings that affect all amp udioCD files click Advanced Apply Sales Analysis X Export Printer Reports Samco Software Inc 23 7 How to set the default for opening a Samco tab file in Windows 7 1 Begin by clicking on the Windows icon 2 Click on Control Panel Sales Analysis Samco Software Inc 3 Click on the Default Programs icon Adjust your computer s settings yv Action Center Color Management amp Desktop Gadgets 3 e 8g Ease of Access Center Getting Started Internet Options Lenovo HD Audio Manager P Mouse lt Personalization Programs and Features r e Sound Taskbar and Start Menu Windows CardSpace BP Windows update Gy Administrative Tools Credential Manager E Device Manager Q HomeGroup Flash Player 32 bit Keyboard Lenovo s System Health and Diagnostics Network and Sharing Center gt RO Phone and Modem P Recovery Gp Speech Recognition Troubleshooting Windows Defender 23 8 rl Snagit 10 Editor SmarTerm icrosoft Word crosoft Office Excel 2007 Mi Samco 11 04 33 45 9 hi1 excalibur 34 e Snagit 10 AutoPlay Date and Time Devices and Printe
22. O Building business and technology relationships Chapter 2 Getting Started We assume at this point that you have installed Sales Analysis on your computer according to the Installation Guide f you have not done so refer to that manual and install the S A package before proceeding We also assume that you have familiarized yourself with the main features of this package by reading the chapter titled Introduction f you have not done so read that chapter now then return to this chapter Your Accountant We advise you to consult with your accountant before using Samco software Your accountant should be familiar with your accounting software in order to serve you well and may have good advice on converting from your existing S A system The Sales Analysis Data Files Unlike other Samco packages you don t have to create any data files for Sales Analysis The information used in the S A reports comes from the data files of Accounts Receivable Inventory Management Point of Sale Billing O E and Professional Invoicing Regular Use S A is ready for use as soon as it s installed Refer to the System Functions manual for instructions on turning it on in each company ID you want to use it in Sales Analysis Getting Started Samco Power Accounting 2 1 The remaining chapters explain the S A reports The reports show sales cost and profit information that will help you spot such things as the best selling items or item categorie
23. S A Package To exit the S A package press Tab from the S A menu The main menu reappears for you to select another module to work with Sales Analysis Getting Started Samco Power Accounting 2 2 SAMCO Building business and technology relationships Chapter 3 Customer This report shows sales cost of sales and profit figures for the period to date year to date and last year for each customer in the Customer file To Begin From the S A menu select Customer Sales Analysis Samco Software Inc 3 1 H Customer SAMCO Building business and technology relationships Chapter 4 Customer Profit As the title implies this report provides a summary analysis of customer profitability To Begin From the S A menu select Customer profit On the screen displayed enter the following information 1 Period to date or year to date Enter P to base the report on period to date sales or Y for year to date sales This information comes straight from the customer record If you have recently run the period end processing in A R then your numbers may be quite low 2 Minimum profit level Enter the customer s minimum profit amount to include on the report or press F1 for no minimum For example if you enter 5 000 then only those customers who have reached 5 000 in profit will be included on the report 3 Number of customers to print This field allows you to limit the number of clients printed on the report Sales
24. Sales Analysis Customers for an Item Samco Software Inc 7 2 Enter for the starting date to go on to the next question below The reporting periods can overlap If you select more than 1 reporting period you will not be asked question 10 below 7 In order by sales volume If you answer N to this question you are not asked for an entry in field 8 or 9 If you answer Y items are printed in descending order of sales volume for each customer The sales volume used is that from the first reporting period only 8 Minimum sales volume level Enter a minimum sales volume level or press F1 for None show all items If you enter a sales volume level only items with a sales volume equal to or greater than this level will be shown on the report 9 Number of items to print Enter the number of items you wish to print for each customer or press F1 to print Al items 10 Brief format Answer Y or N You will not be asked this question if you entered more than one reporting period in field 6 above 11 Warehouse You are asked for this information if you use multi warehousing in Inventory Enter a warehouse code or press F1 for All warehouses A blank warehouse code represents Central Sales Analysis Customers for an Item Samco Software Inc 7 3 Building business and technology relationships E 4 4 Chapter 8 Item This report shows quantity sold sales cost of sales and profit for the period to da
25. Sales Analysis MOTEL us cues ros ERROR ER RN TAE VR NUN VS UI RAN MVC I ERR IR EUER EE 2 Getting Started opu aa RREOXAWE ES SEAFRRE uA NN ANE E QE A MU AR EAR EUMQUE DM VER EA 2 1 ul M 1 To Start Sales AlTalVSsls c ioveete vis VER NE peer EEU NO Viipl x bn E CHMEVURVUN NUR VEU FER ESI UU aS 2 CUSEGIMEN afe M 3 1 Customer Profit css ccssiais sauna eR VVRExNER EA IEREA Ee TANE NAT GERE PARA RE E EL LK VER UEPRK UR SMS 4 1 Customer Sales VOIE isaeide ed a RE GARE MOARA TARNAX VVDDDUE NE pM NV DM M FUIS EUREN 5 1 Customer TYPO osos saa T vdd xPE RN RE RU RaUxCR PER DU MU QUAE UE Nd EVE Fox Sx PEE ORE KE RP S 6 1 Customers for an IEBITU id edu RE XR VEA RKEARRANVELENIE EEUU NATURE RAT KA RR UUEUI UN Ad EN 7 1 KEIM MCNTxv 8 1 ltem CabegoD V sicci ua gia C a d Rd Gad d VC A E ERN RE RVAR a ROREM CK UHR ICQ RR TUUM 9 1 Item Sales Volume edes e sar ea ag e EWRECA ERR EAE Ee RU RENP EE EE EEUETENE E LER RE E ER ENTRE 10 1 Items for CUSEOIIBFE c Ra isa Kx asnarin CEA VEN PE SUO IA RUM ID NI LR EACH EN PAREN FR N MR 11 1 Province State MT 12 1 Postal Zip COGE i iisadenvoosas EAR AUN DIU ERA QU RN UI M KR QR REN a S4 24d aq DU 13 1 Sales Rep Actual i ivad eo Rau REESE ERA DETAN UNIS RR A UI PAS EVI FII CORRI IRE MEME 14 1 Sales Rep Responsible ss isses da tyet d xe ad burQHOSPEEPEO Se
26. Sales Rep Actual Samco Software Inc 14 2 4 In order by sales volume Answer Y to sort customers by sales volume in descending order based on their sales volume in period 1 Answer N to sort customers in customer number order If you answer N you are not asked for an answer in the fields 5 and 6 below 5 Minimum sales volume level This field allows you to examine the sales statistics for customers whose invoices equal or exceed a specified volume and to ignore those customers with sales volume below this level Enter a minimum sales volume or use press F1 for no minimum 6 Number of customers to print Enter the number of customers to print or press F1 for all customers This is the number of customers for each sales rep on the report not the total number of customers on the entire report 7 New page for each sales rep Answer Y to start each new sales rep on a new page If a sales rep has many customers choosing Y makes the report easier to read Sales Analysis Sales Rep Actual Samco Software Inc 14 3 SAMCO Building business and technology relationships Chapter 15 Sales Rep Responsible This report shows sales cost of sales and profit figures for the period to date the year to date and the last year for each customer with customers categorized by the customer s assigned sales representative A summary lists sales rep totals only Customers are listed by responsible sales rep This is the sales rep as
27. Since the report is printing in descending order of profitability and only the first would be printed that would be the most profitable e Sometimes the quantity sales or profitability are not a true reflection of an item s popularity due to windfall sales To counter this you may want to set field 7 Also sort detail by to of orders This way the report will show you the number of Sales Analysis User Defined Samco Software Inc 16 8 invoices this item appeared on e An alternative to the above is to select N to Print costs profit Instead of printing the costing and selling price information the number of orders invoices will be printed instead e f you have a large amount of invoice history you may want to make your reporting more concise To further narrow the range of information you could reduce the product categories or provinces to include a specific range Sales Analysis User Defined Samco Software Inc 16 9 SAMCO Building business and technology relationships Chapter 17 Services for a Customer This report shows quantity sold sales percent of sales cost of sales profit and margin percent for a selected range of customers and the services sold to these customers within up to four selected reporting periods Percentages are based on sales and profits within selected reporting ranges You can print this report in order by sales volume based on sales in the first selected reporting period The a
28. ales Volume Samco Software Inc 10 2 8 Dollar rounding Type Y to have all dollar amounts shown on the report rounded to the nearest dollar You must use dollar rounding if your grand totals are more than 9 999 999 999 99 9 Warehouse This field appears only if you are using multi warehousing Enter the warehouse for which to print the report F1 for All warehouses or Enter to print only items with a Central warehouse code if you left the warehouse code blank in the Inventory Warehouses selection Sales Analysis ltem Sales Volume Samco Software Inc 10 3 SAMCO Building business and technology relationships Chapter 11 Items for a Customer This report shows quantity sold sales percent of sales cost of sales profit and margin percent for a selected range of customers and the items sold to these customers within up to four selected reporting periods Percentages are based on sales and profits within selected reporting ranges You can print this report in order by sales volume based on sales in the first selected reporting period If you are using Billing O E or P S the amounts shown for items are obtained from the Invoice History File if you keep invoice history If you are using P I the amounts shown for items are obtained from the P I Invoice History File if you keep invoice history If you are using a combination of Billing O E or P S and P I with P I interfaced with Inventory th
29. alue of all sales Grand totals are often misinterpreted as column totals 17 Include drop shipments Answer Y to include drop shipped invoice line items Sales Analysis Monthly Activity Analysis Samco Software Inc 20 6 SAMCO Building business and technology relationships Chapter 21 Cat Sub Cat for a Customer This report is available in a brief and detailed version with the detailed version including item detail Each shows the quantity sold and sales amount sorted by customer If you are using Billing O E or P S the amounts shown for items are obtained from the Invoice History File if you keep invoice history If you are using P I the amounts shown for items are obtained from the P I Invoice History File if you keep invoice history If you are using a combination of Billing O E or P S and P I with P I interfaced with Inventory the amounts shown for items will include information obtained from both history files If you are using a combination of Billing O E or P S and P I with P I not interfaced with Inventory you may choose to print either goods from P I or inventory items from Inventory on a particular print run To Begin From the S A menu select Cat sub cat for a customer From the screen displayed enter the following 1 Starting customer 2 Ending customer Enter the range of customers to print on the report or follow the screen instructions 3 Startin
30. d for an entry in field 11 below 7 Dollar rounding Type Y to have all dollar amounts shown on the report rounded to the nearest dollar You must use dollar rounding if your grand totals are more than 9 999 999 999 99 8 In order by sales volume If you answer N to this question you are not asked for an entry in field 9 or 10 If you answer Y items are printed in descending order of sales volume for each customer The sales volume used is that from the first reporting period only 9 Minimum sales volume level Enter a minimum sales volume level or F1 for None show all items If you enter a sales volume level only items with a sales volume equal to or greater than this level will be shown on the report 10 Number of items to print Enter the number of items you wish to print for each customer or F1 to print AU items 11 Brief format Answer Y or N You will not be asked this question if you entered more than one reporting period in field 6 above Sales Analysis Items for a Customer Samco Software Inc 11 3 SAMCO Building business and technology relationships Chapter 12 Province State This report shows sales cost of sales and profit figures for the period to date the year to date and the last year for each customer with the customers in order by province state A summary of individual province state totals is printed at the end of the detailed report or can be printed separately as a
31. e X Customer Product Item Item Category Item Sales Volume Items for a Customer Monthly Activity Analysis Postal Code Province Sales Rep Responsible Sales Rep Actual Services for a Customer User Defined Report xXx X X X lt 2X 2X KK 2X 0X 0X OK OK OX 2X WK KK X X X lt L L lt x x X Pas 1 Only the summary report is available The detail report requires both the use of either P S Billing O E or P I and that invoice history is kept in P S Billing O E or P I Requires Professional Invoicing 3Requires P S Billing O E or P I with Inventory Management P S Billing O E and P I Reports If P S or Billing O E is used and invoice history is kept then the Customers for an Item Report and the Items for a Customer Report are available If P I is used and interfaced to I C and P I invoice history kept the Customers for an Item Report and the Items for a Customer Report are available If P I is used and invoice history is kept then the Customers for a Service Report and the Services for a Customer Report are available These reports do not require that I C be interfaced to P I Sales Analysis Menu S A includes a mini menu from which the desired reports can be selected Each of the S A reports can be printed at any time without affecting any of the data files from Sales Analysis Introduction Samco Power Accounting 1 2 which they draw their information Customer Report This repor
32. e amounts shown for items will include information obtained from both history files If you are using a combination of Billing O E or P S and P I with P I not interfaced with Inventory you may choose to print either goods from P I or inventory items from IC on a particular print run To Begin From the S A menu select tems for a customer This is the screen you see Sales Analysis Items for a Customer Samco Software Inc 11 1 F1 Enter the following 1 Starting customer 2 Ending customer Enter the range of customers to print on the report or follow the screen instructions 3 Print items for This field appears only if both Billing O E or P S and P I are in use and P I is not interfaced to Inventory Otherwise all subsequent fields are renumbered You may print the report showing either goods from P I or inventory items from Inventory as explained in the introduction Enter either G for goods or for inventory items 4 Starting item 5 Ending item Enter the range of items to show for each selected customer or follow the screen instructions 6 Reporting periods Enter from 1 to 4 reporting periods If you enter fewer than 4 reporting periods press Sales Analysis Items for a Customer Samco Software Inc 11 2 Enter for the starting date to go on to the next question below The reporting periods can overlap If you select more than 1 reporting period you will not be aske
33. ected you can then enter F1 to review change the settings 2 to print the report or 3 to delete the saved report settings Sorting options This report allows you to select up to 5 different fields of information stored in the A R Customer file the Billing O E and P S Invoice History file and the P I Invoice History file to use for sorting and printing on the report Each level of sorting also allows you to select a range of information to include in the report and whether to do a page break when the detail changes Report order selections From the window displayed select the field to sort on from most detail to least detail Sales Analysis Monthly Activity Analysis Samco Software Inc 20 1 For example if you want to print items sorted by product category and then the province state they were sold in you would enter items first the highest level of detail product category second and then province last After entering a sorting selection the next set of choices for sorting will be based on what you have already chosen When you are finished entering report order selections press Tab to continue to field 6 Aside from the list initially displayed you also have the option of toggling with the F2 key to select item and customer user defined fields First Last Enter the range of information to include for each report sorting selection Follow the screen instructions NOTE This report works exclusively
34. er 19 Customer Product This report provides a purchasing analysis for each customer on a separate page by product category The analysis shows sales for the quarter the year last year s quarter and last year along with changes and percentages To Begin From the S A menu select Customer product The following screen appears Sales Analysis Customer Product Samco Software Inc 19 1 Enter the report criteria as follows 1 Start customer 2 End customer Enter a range of customers to include on the report 3 This quarter 4 Last quarter 5 This year 6 Last year At each date field enter a range of transaction dates to use for inclusion on the report Sales Analysis Customer Product Samco Software Inc 19 2 SAMCO Building business and technology relationships Chapter 20 Monthly Activity Analysis This report is designed to provide the user a summary of units sold over a 13 month period in either stocking or one of 2 alternate units of measure Flexible selection criteria allows the user to Zoom in or out on the information they require To Begin Select Monthly activity analysis from the S A main menu From the screen displayed Loading previously save reports If you previously saved report selection criteria press the F5 key to enter the code for the report you want to print You can then enter a to display a selection list of saved reports to choose from Once a saved report is sel
35. er the past 13 months for each item category for each vendor The report might look something like this Vendor ABC100 ABC Manufacturing Category HPT Hand Power Tools 123456 Precision multi purpose drill tool 893331 Portable industrial drill 900821 Router Totals for category Category SPT Stationary Power Tools 123456 Table saw 893331 Lathe 900821 Drill press Totals for category Totals for vendor 6 Cut off date Sales Analysis Monthly Activity Analysis Samco Software Inc 20 3 Enter the sales cut off date for information to include For example to include the past 13 months of data from December 31 2001 you would enter 123101 as your cut off date The system will include all of December sales in the current month and then show the 12 months of sales prior to December 2001 7 Number of Months This will control how many columns appear in the report and how far back the initial value is calculated 8 Also sort detail by Enter the order to further sort the entry in field 1 Valid answers include N No further sorting C Current quantity 1 12 Quantity for a specific period O of orders Using the above screen example by entering O for of orders the items for each category will be sorted in order of number of orders Whether to print in ascending or descending order of profitability is determined by the next field 9 Descending or ascending This field is skipped if N is selected in the previous fie
36. erm executable Unknown application Microsoft Office Excel Doxillion Document Converter Doxillion Document Converter Unknown application Microsoft Office PowerPoint Windows Live Photo Gallery Windows Live Photo Gallery Notepad Unknown application zu Sales Analysis Samco Software Inc 23 9 X Export Printer Reports 4 Click on the tab line and then choose the program you want to use to open tab files r Open with Choose the program you want to use to open this file a j2 File tab Recommended Programs xz Microsoft Office Excel wm Microsoft Corporation Other Programs Y Always use the selected program to open this kind of file Browse Sales Analysis X Export Printer Reports Samco Software Inc 23 10
37. essenger All Programs gt LJ My Documents A My Recent Documents e My Pictures e My Music Jg My Computer ite Control Panel Q Set Program Access and Defaults Connect To gt gt Printers and Faxes Q9 Help and Support Search I Run 23 4 X Export Printer Reports EB aGontroliPanel File Edit View Favorites Tools Q Back Help a06 a o 22 JO Search gt Folders E Folder Sync Address gt Control Panel v Control Panel B Switch to Category view See Also Windows Update 9 Help and Support g ge amp X Accessibility Add Options Hardware Intel R GMA Internet Driver for Options g Scanners Scheduled and Ca Tasks vy D Folder Fonts Game Options Controllers Power Printers and Regional and Options Faxes Language a User Windows Wireless Accounts Firewall Netwo i w 2 Automatic Updates ba Mouse Addor Administra Date and Remoy Tools Keyboard Mail Taskbar and Start Menu Sounds and Audio De Security Speech System Center 3 Click on the Folder Options icon 4 Click on the File Types tab Sales Analysis Samco Software Inc Fuldar Outlays File Types Offline Files Tasks we 5 Show common tasks in folders Use Windows classic folders Browse folders Open each folder in the same window Open each folder in it
38. f description Enter the number of lines of description you wish to print Suppress blank If you select to print 2 or 3 lines of description you have the option here of not printing blank description lines 12 Include item summary lines Answer Y if after each detail line field 1 above you want the following summary information printed Sales for the current YTD Sales for the previous YTD Quantity on hand Quantity committed Quantity on backorder Quantity on order Minimum and maximum stocking levels Average sale quantity Unit average cost 13 Preferred unit Enter O if you want the report printed in stocking units 1 to report in alternate selling unit 1 or 2 to report in alternate selling unit 2 Items that do not have an alternate selling unit will be reported in the stocking unit 14 Include adjustments Answer Y to include adjustment entries 15 Dollars or Units Specify to print this report by either dollars or units In addition the dollars and units can be rounded to the nearest thousand or the high thousand Sales Analysis Monthly Activity Analysis Samco Software Inc 20 5 Doller unit selections ol Dollars Dollars to nearest thousand Dollars to higher thousand E iF T M W Units to nearest thousand Units to higher thousand 16 Print grand totals Note that the grand totals printed on a Sales Analysis Report often reflect the total quantity and or v
39. from the history files For this reason you should keep the amount of information printed to a minimum This will speed up the report as it then does not have to read in every record in the history file s for sorting New page Answer Y to insert a page break when the information in this report sorting selection changes The following example screen shows a report that will print totals for each item by item category by item vendor Sales Analysis Monthly Activity Analysis Samco Software Inc 20 2 fey 14 SA Murthi actwity analysis fae tm Mb Kc OL SA AP PC GL IC PO OR PI CL IP PS BP TA TR PER SM PA DX S Hep SPOKGHeYKXwtt COG HAC are Monthly activity analysis Acme Enterprises Inc Please enter Report order First Last New page 4 Item number First I Last IN 2 Product category First Last N 3 Item vendor First Last 4 5 6 Cut off date 1 31 14 7 Number of months 13 8 Also sort detail by Nothing 9 Descending or ascending Descending Minimum None 10 Number of items to print N A 11 Lines of item description 1 12 Include item summary lines N 13 Preferred unit 0 44 Include adjustments IN 15 Dollars or Units Uni ts l 16 Print grand totals IN 17 Include drop shipments Y Field number to change j The resulting report will first page break for each vendor The information from there will be broken down to show the unit sales ov
40. g item 4 Ending item Sales Analysis Cat Sub Cat for a Customer Samco Software Inc 21 1 Enter the range of items to show for each selected customer or follow the screen instructions 5 Starting category 6 Ending category Enter the range of item categories to show for each selected customer or follow the screen instructions 7 Starting sub category 8 Ending sub category Enter the range of item sub categories to show for each selected customer or follow the screen instructions 9 Reporting periods Enter up to 2 reporting periods If you enter fewer than 2 reporting periods press Enter for the starting date to go on to the next question below The reporting periods can overlap 10 Dollar rounding Type Y to have all dollar amounts shown on the report rounded to the nearest dollar You must use dollar rounding if your grand totals are more than 9 999 999 999 99 11 Brief format Answer Y if you do not want to include item detail Sales Analysis Cat Sub Cat for a Customer Samco Software Inc 21 2 O9 SAMCO Building business and technology relationships B Chapter 22 Five Year Item History To begin Select the 5 Year Item History from the Sales Analysis menu You see R 34K 5 year IC sales haton Fie Ede AR IC OE SA AP 9C OL X PO M A a SPOXGaevxXnts COG HAC Enter the following information item Sales Analysis Five Year Item History Samco Software Inc
41. house This field appears only if you are using multi warehousing Enter the warehouse for which to print the report F1 for AU warehouses or Enter to print only items with a Central warehouse code if you left the warehouse code blank in the Inventory Warehouses selection Sales Analysis Item Category Samco Software Inc 9 2 9 Detail or summary Enter D to print both detailed information for each item and the summary totals for each item category Enter S to print the summarized totals for each item category only Sales Analysis Item Category Samco Software Inc 9 3 SAMCO Building business and technology relationships Chapter 10 Item Sales Volume This report lists inventory items in order by dollar sales volume from greatest to least It shows quantity sold sales cost of sales and profit figures for the period to date and the year to date It is based on information from the Inventory Item Status File To Begin From the S A menu select tem sales volume This is the screen you see Sales Analysis Item Sales Volume Samco Software Inc 10 1 Enter the information as follows 1 Period to date or year to date Enter P to print items in order by period to date sales volume Enter Y to print them in order by year to date sales volume 2 Minimum sales volume level This field allows you to examine the sales statistics for items whose sales equal or exceed a specified volume and to ignore
42. k cannot be later printed to the X printer The first time that you select the X Export printer from the pop up Printer Selection window the system may prompt you to identify which program should be used to open the file The export files are designed to be opened with Excel However they can be opened with any software that can access tab delimited files e g Windows Thin Client amp Please note that there may be a delay between the time the report has finished printing and the time the Excel worksheet opens This delay is dependent upon your system activity levels Sales Analysis X Export Printer Reports Samco Software Inc 23 1 TIGA IG eValnation report N File Edt AR IC OE SA AP PC GL JC PO BR PI CL PS TC PER PA DX SR SF POXGSJXVTE O60 HS 4 e Reports Valuation report Help min Acme Enterprises Inc Page 04 98 Recycle Bin S Display on screen D Print to disk F Print to file P Print to pdf H Print to html Print warehouse detail F4 select current Selection E Any change N IRIKI Valuation reponi R File Edt AR IC OE SA AP PC GL JC PO BR PI CL PS TC PER PA DX SR SF Help BOXGaVYKVt Y O00 HAS 4Pe ET Reports Valuation report Acme Enterprises Inc wtab il TAB cancel F1 ic_valuation tab Any change JN Sales Analysis Samco Software Inc 23 2 Enter the parameters for your rep
43. ld Your entry in this field works in conjunction with your entry in the previous field allowing you to print in either ascending or descending order Enter D to sort the entry in field 1 in descending order by your entry in the previous field or enter A to sort the entry in field 1 in ascending order For example if you entered to sort by of orders in the previous field entering A will sort the items by least number of orders first Maximum or Minimum If you select to print in descending order you will be prompted to enter a Minimum cut off Any item from field 1 that is lower than the minimum entered here will not be included on the report If you selected to print in ascending order you will be prompted to enter a Maximum cut off Any item from field 1 that is higher than the maximum entered here will not be included on the report The purpose of this is to allow you to zoom in on your best selling worst selling most profitable least profitable one shot items etc Sales Analysis Monthly Activity Analysis Samco Software Inc 20 4 10 Number of items to print This field displays N A and cannot be changed if you answer N in field 7 above Enter the number of items entered in field 1 to include on the report from the selected ranges or F1 to print AU This allows you to further zoom in on information For example you may only want to print the 2 5 or 10 best selling product categories or items 11 Lines o
44. llowing appears Sales Analysis User Defined Samco Software Inc 16 1 4 36 5A V A wer defined repon u fie Em AR K Ob SA AP FC GL iK PO SR P C FP 9 OP TA TM TER 3M PR DA Heme SPOeLGevXwts COG ALO dha LES Loading previously save reports If you previously saved report selection criteria press the F5 key to enter the code for the report you want to print You can then enter a to display a selection list of saved reports to choose from Once a saved report is selected you can then enter 1 to review change the settings 2 to print the report or 3 to delete the saved report settings Saving reports is discussed in further detail later on in this chapter Entering Report Criteria Enter the following information Sorting options This report allows you to select up to 5 different fields of information stored in the A R Customer file the Billing O E and P S Invoice History file and the P I Invoice History file to use for sorting and printing on the report Each level of sorting also allows you to select a range of information to include in the report and whether to do a page break Sales Analysis User Defined Samco Software Inc 16 2 when the detail changes Report order selections Report order selections Customer bill to name Customer City Customer country Customer currency Customer number Customer type Customer user defined fields Day of week
45. lowing screen appears F1 Enter the following information Sales Analysis Item Category Samco Software Inc 9 1 1 Category Enter the product category for which you wish to show items F1 to show items for All product categories or Enter to show only items with no product category specified in the Item File 2 Sub category Enter the product sub category for which you wish to show items F1 to show items for AU product sub categories or Enter to show only items with no product sub category specified in the Item File 3 Sort by Enter C to sort by category or S to sort by sub category 4 Print each category on a separate page If you chose to sort by sub category this field appears as 4 Print each sub cat on a separate page Answer Y if you want to print each category on a separate page 5 Inventory account Enter the inventory account for which to print items F1 to print items for the default inventory account from the Inventory Control File F2 to scan through the other inventory accounts on file or Enter to print items for All inventory accounts 6 Show qty returned for PTD and YTD Answer Y if you want to show the quantity returned PTD and YTD 7 Dollar rounding Type Y to round all dollar amounts shown on the report to the nearest dollar Otherwise press Enter You must choose dollar rounding if your grand totals are greater than 9 999 999 999 99 8 Ware
46. mounts shown for services are obtained from the P I Invoice History File To Begin From the S A menu select Services for a customer This is the screen you see Sales Analysis Services for a Customer Samco Software Inc 17 1 F1 Enter the following information 1 Starting customer 2 Ending customer Enter the range of customers to print on the report Follow the screen instructions 3 Starting service 4 Ending service Enter the range of services to show for each selected customer Follow the screen instructions 5 Reporting periods Enter from 1 to 4 reporting periods If you enter fewer than 4 reporting periods press Enter for the starting date to go on to the next question below The reporting periods can overlap If you select more than 1 reporting period you will not be asked for an entry in field 9 below 6 Dollar rounding Type Y to have all dollar amounts shown on the report rounded to the nearest dollar You must use dollar rounding if your grand totals are more than 9 999 999 999 99 Sales Analysis Services for a Customer Samco Software Inc 17 2 7 In order by sales volume If you answer N to this question you are not asked to make an entry in field 8 or 9 If you answer Y services are printed in descending order of sales volume for each customer The sales volume used is that from the first reporting period only 8 Minimum sales volume level Enter a minimum sales volume
47. nt 5 Alignment isi Number m Styles Cells l Editing Al gt ihe ttem no ees ei ers mer c ier eter Gy own one toner ca Nets SOVA WI Rena EUN Mon T OIN RTI RR caa tem no besc i Desc Desc 3 Category Sub cat Inv acct Unit cost Qty on heQty commReord lev BO cod Item valu Stk status Vend Price 1 Retail valiNet qty Max gty L2 1 Multi currency item TOOLS SP 1200 000 11 99 2 o 0B 23 98 100 24 00 48 00 2 4937 EN 2 Hammer 16 Oz Claw TOOLS H 1210 000 22 00 ai o oB 253 00 0 1000 12 00 5132 00 11 206 a 3 Wrench 3 8 Socket Set TOOLS 1210 000 10 00 468 20 08 guine 1000 18 00 sies 2 025 148 s 4 Saw 2Hp 7 1 4 Circular TOOLS 1210 000 0 00 206 o 0B 0 00 42 00 seseeses 206 71 6 5 Chisel 5Pc Set search TOOLS 1210 000 8 98 50 391 o 08 d 1000 13 91 s amp amp eeeee 50 424 75 17 6 Motor 2hp Submersible PARTS 1210 000 26 50 5 0 25B 13250 R 1000 45 00 225 00 9 108 8 7 Gauge Hi pressure TOOLS 1210 000 16 00 120 0 0B Loud 1000 16 00 sitire 124 40 EN 8 1 Steel bi Product of B C PARTS 1210 000 0 08 11 761 0 0B 918 89 100 100 sate 12101 1 343 10 9 Lathe Wood INDEQ 1210 000 14 54 11 0 08B 159 92 800 348 00 siete nu 7 a1 10 Compressor Air INDEQ 1210 000 101 75 26 o 08 55555555 800 195 00 sesesser 26 14 12 11 Saw Table 4 x 6 TOOLS 1210 000 198 00 57 o 08 d 1000 290 00 sii 57 2 13 12 Oil Lubric Hi grade Synthetic MISC OIL 1210 000 0 00 12 o 08 0 00 0 800 3 25 35 00
48. o print the summarized totals for each postal code group only 3 Characters to sort on Enter the number of characters 1 10 of the postal code to group by for reporting For example if you want to sort and group the report by the first 2 characters of the postal code enter 2 Sales Analysis Postal Zip Code Samco Software Inc 13 1 SAMCO Building business and technology relationships Chapter 14 Sales Rep Actual This report prints information about the actual sales made by a sales rep versus the responsible sales made by a sales rep A sales rep is responsible for a customer because the customer is assigned to him in the Customer File To print the detail format of this report requires that both Inventory and Accounts Receivable and either Billing O E Point of Sale or Professional Invoicing be in use The summary report prints PTD and YTD summary information for each sales rep The data for this report is obtained from the A R Sales Rep File The detail report which you can also sort by decreasing sales volume shows the sales cost of sales profits and margins for a specified number of customers for each sales rep If you are using Billing or P S the information shown is obtained from the Invoice History File if you keep invoice history If you are using P I the information shown is obtained from the P I Invoice History File if you keep invoice history If you are using a combination of either Billing or P S
49. ort as you normally do When the Printer selection popup window is displayed select the X printer Follow the system prompts to cancel the report request or accept the default file name OR Type a new file name X Export Printer Reports Choose the program you want to use to open this file File ic valuation tab Programs Ff Recommended Programs fx Microsoft Office If prompted select the program Other Programs that Windows is to use to open BB Adobe Reader 9 3 Internet Explorer r Xport fi e i lec E Microsoft Office Picture Manager fw Microsoft Office Word E Notepad W Paint Type a description that you want to use for this kind of file Po Always use the selected program to open this kind of File If the program you want is not in the list or on your computer you can look for the appropriate program on the Web Windows or Thin Client will open the export file using the program that you selected The following example is from Excel 2007 3 Ba e s R ic valuationtab Microsoft Excel x Home insert Pagelayout Formulas Data Review View ex di o n mem cM ky Sec Good LEONES EFE d d e J romat unter B Z Oo EE cm se e Meroe centers 8 o n 88 Conatonal Format Calculation FEET Sxoionotory input cus uc tich pree Ei Clipboard Fo
50. oth period to date and year to date Prior period figures can also be shown Item Category Report This report shows the same information as the Item Report but items are grouped and subtotalled by item category or item sub category Item category and sub category are user defined 5 character codes that can be assigned to each item A summary is printed for this report which shows each item category s or sub category s total sales total cost of sales total gross profit percent of total sales and percent of total gross profit Item Sales Volume Report This report lists items in order by sales volume t shows sales costs of sales gross profit and margin percent figures as well as each item s percent of total sales and percent of total gross profit Items can be printed in order by either period to date or year to date sales dollar volume You can also specify a minimum dollar volume or specify to print only the top n items n is any number from 1 to 9 999 Items for a Customer Report This report shows quantity sold sales percent of sales cost of sales profit and margin Sales Analysis Introduction Samco Power Accounting 1 4 percent for a selected range of items within up to four selected reporting periods showing the items purchased by each customer Customers for an Item Report This report shows the same information as the preceding report arranged by item showing the customers who purchased each item
51. rs Folder Options Indexing Options Lenovo Factory Recovery Disks o c3 Location and Other Sensors Notification Area Icons amp Power Manager 32 bit 9 Region and Language amp Sync Center di User Accounts BG Windows Firewall gt Documents Pictures Music Computer Control Panel Devices and Printers Default Programs Help and Support View by Largeicons v M Backup and Restore e Default Programs m Display Fonts x Intel R Graphics and Media Lenovo Update and Drivers Mail 32 bit Performance Information and Tools Power Options RemoteApp and Desktop Connections a B ke E z System Windows Anytime Upgrade Windows Live Language Setting X Export Printer Reports 4 Click on Associate a file type or protocol with a program Choose the programs that Windows uses by default Set your default programs Make a program the default for all file types and protocols it can open Associate a file type or protocol with a program f ty g Make a file type or protocol such as mp3 or http always open in a specific program d Change AutoPlay settings Play CDs or other media automatically lag Set program access and computer defaults Control access to certain programs and set defaults for this computer 5 Drag the scroll bar until you see tab TAB File Associate a file type or protocol with a specific program Click on an ex
52. s the most profitable sales region the most productive sales personnel or your best customers Note The grand totals printed on a Sales Analysis Report often reflect the total quantity and or value of all sales Grand totals are often misinterpreted as column totals Samco Support This manual in combination with your System Functions manual is designed to allow you to use Sales Analysis without additional help However if you encounter problems you cannot resolve by referring to these manuals you may want to get additional assistance Your supplier may be able to provide such assistance or he may be able to recommend an independent source If all else fails contact Samco Help Desk 61 7789 134th Street Surrey B C V3W 9E9 Tel 604 597 4211 Fax 604 597 7320 E mail support samco com or tech samco com Web http www samco com There will be a fee for support service from Samco To Start Sales Analysis From your company ID s main menu select Sales Analysis If Sales Analysis does not appear on the main menu refer to the chapter titled Company Data in the Systems Function manual for details All of the reports available for printing are displayed on this screen A second screen is available for less commonly used functions To get to page 2 of the menu press F2 from page 1 Make selections from page 2 the same way as from page 1 To return to page 1 of the menu press Tab To Exit the
53. s own window Click items as follows Single click to open an item point to select Underline icon titles consistent with my browser Underline icon titles only when point at them Double click to open an item single click to select Restore Defaults amp Apply X Export Printer Reports 23 5 Fulday Uutiuis General View Registered file types Extensions File Types DOTX Microsoft Office Word Template DOY Microsoft Office Excel ODBC Query filas DRY Device driver g DSN Data Source Nag DUN DVR MS Cocina Change To chafige settings that affect all AudioCD files click Advanced 5 Drag the scroll Apply bar To TAB OR Type TAB to jump to it Folday Outiosis General View File Types Offline Files Registered file types Extensions File Types gt STM SmarT erm Macro Language SAsTwW SmarTerm Session SWF Shockwave Flash Object a sws SmarT erm WorkSpace SYS System file TAB TAB File Tov ee ee en vj Details for TAB extension Opens with x Microsoft Office Excel To change settings that affect all AudioCD files click Advanced Restore Apply Sales Analysis X Export Printer Reports Samco Software Inc 23 6 Fulda options General View File Types Offline Files Registered file types Extensions File Types gt STM SmarT erm Macro Language STW SmarT erm Session SWF Shockwave Flash Object 6 Click
54. signed to the customer on the customer record This is not necessarily the actual sales rep that made each sale to that customer For the actual sales for a sales rep see the next chapter The report is based on the A R Customer file To Begin From the S A menu select Responsible sales rep A screen appears for you to answer the following questions 1 Print each sales rep on a separate page Answer Y to insert a page break for each new sales rep 2 Detail or Summary Enter D to print both detailed information for each customer and the summary totals for each sales rep Enter S to print the summarized totals for each sales rep only Sales Analysis Sales Rep Responsible Samco Software Inc 15 1 SAMCO Building business and technology relationships Chapter 16 User Defined This function allows you to define your own sales analysis report You select the order the information is sorted by for up to 5 levels a range of information to include for each sorting selection plus various reporting criteria to include exclude such as detail costs profit etc Up to 5 levels of sorting can be made from a long list of choices One of the benefits of using this function is that it allows you to zoom in on specific information For example if you wanted to see how sales were doing for a particular category of items in a city you could do so To Begin Select User defined from the S A main menu A screen similar to the fo
55. t shows period to date year to date and last year sales cost of sales gross profit figures and margin percent for each customer in Accounts Receivable Each customer s percent of total sales and percent of total gross profit is also shown Customer Type Report This report shows the same information as the Sales Analysis by Customer but customers are grouped and subtotalled by customer type Customer type is a user defined 3 character code that can be assigned to each customer in Accounts Receivable or Professional Invoicing A summary is printed for this report showing each customer type s total sales total cost of sales total gross profit percent of total sales and percent of total gross profit Customer Sales Volume Report This report lists customers in order by sales volume It shows sales costs of sales gross profit figures and margin percent as well as each customer s percent of total sales and percent of total gross profit These amounts are shown for period to date year to date and last year Customers can be printed in order by either period to date year to date or last year sales dollar volume Optionally you can specify a minimum dollar volume or you can specify to print only the top n customers where n is any number from 1 to 9 999 Sales Rep Responsible Report This report shows the period to date year to date and last year sales cost of sales and gross profit and margin percent for each
56. tability Whether to print in ascending or descending order of profitability is determined by the next field 8 Descending or ascending This field is skipped if N is selected in the previous field Your entry in this field works in conjunction with your entry in the previous field allowing you to print in either ascending or descending order Enter D to sort the entry in field 1 in descending order by your entry in the previous field or use press Enter for none For example if you entered to sort by profit in the previous field entering D will sort by most profitable Enter A to sort the entry in field 1 in ascending order by your entry in the previous field or press Enter for none For example if you entered to sort by profit in the previous field entering A will sort by least profitable Sales Analysis User Defined Samco Software Inc 16 5 Maximum or Minimum If you select to print in descending order you will be prompted to enter a Minimum cut off Any item from field 1 that is lower than the minimum entered here will not be included on the report If you selected to print in ascending order you will be prompted to enter a Maximum cut off Any item from field 1 that is higher than the maximum entered here will not be included on the report The purpose of this is to allow you to zoom in on your best selling worst selling most profitable least profitable etc 9 Number of items to print This field displays
57. te and year to date for each item in the Inventory Item Status File To Begin From the S A menu select Item A screen appears for you to enter the report criteria FA Enter the following information Sales Analysis Samco Software Inc 8 1 Item 1 Warehouse This field appears only if you are using multi warehousing in Inventory Management Otherwise all subsequent fields are renumbered Enter a warehouse code press F1 for All warehouses press Enter to show only items with a Central warehouse code if you defined a Central warehouse code in the InventoryWarehouses selection 2 Starting item 3 Ending item Enter the range of items to show on the report 4 Inventory account Enter the Inventory account for which to show items F1 for the default Inventory account from the Inventory Control File F2 to scan through the other Inventory accounts on file or Enter for All Inventory accounts 5 Product category Enter the product category for which you wish to show items on the report F1 to show items for AU product categories or Enter to show only items with no product category specified in the Item File 6 Product sub category Enter the product sub category for which you wish to show items F1 to show items for AU product sub categories or Enter to show only items with no product sub category specified in the Item File 7 ABC category Enter an
58. tension to view the program that currently opens it by default To change the default program click Change program gt gu Windows Media Player MAI Microsoft Corporation Change program Bj snd snippet Eglspc pj Lj spl a sn st E sst PE L stm L stw 8 svg swt L sws Uss E tab a tar i3 tar gz tbx B thmx WE tif WE tiff tmp Oty y snagacc snagprof 8 solitairesave ms spidersolitairesave ms _ Description nagi taor image Snaglt Accessory Installer Snaglt Capture Profile AU Format Sound Visual Studio Code Snippet File Solitaire Save Game PKCS 7 Certificates Spider Solitaire Save Game SPJ File Shockwave Flash Object SR2 File SRF File Microsoft Serialized Certificate Store Certificate Trust List SmarTerm Macro Language SmarTerm Session SVG Document Shockwave Flash Object SmarTerm WorkSpace System file TAB File TAR File GZFile SmarTerm Toolbar Microsoft Office Theme TIFF Image TIFF Image TMP File SmarTerm Triggers Current Default Snagit tartor Snagit Snagit Windows Media Player Unknown application Executable for Solitaire Game Crypto Shell Extensions Executable for Spider Solitaire Game Doxillion Document Converter Unknown application Windows Live Photo Gallery Windows Live Photo Gallery Crypto Shell Extensions Crypto Shell Extensions Unknown application SmarTerm executable Internet Explorer Unknown application SmarT
59. top 10 20 or 100 customers Sales Analysis Customer Sales Volume Samco Software Inc 5 2 SAMCO Building business and technology relationships Chapter 6 Customer Type This report shows sales cost of sales and profit figures for the period to date the year to date and last year for each customer Customers are grouped according to their customer type followed by a summary showing grand totals for all customers and for each type of customer To Begin From the S A menu select Customer type A screen appears for you to answer the following questions 1 Print each customer type on a separate page Answer Y to insert a page break between each customer type group otherwise answer N 2 Detail or summary Enter D to print both detailed information for each customer and the summary totals for each customer type Enter S to print the summarized totals for each customer type only Sales Analysis Customer Type Samco Software Inc 6 1 SAMCO Building business and technology relationships Chapter 7 Customers for an Item This report shows quantity sold sales amount percent of sales cost of sales profit percent of profit and margin percent for a selected range of items and the customers those items were sold to within up to four selected reporting periods Percentages are based on sales and profits within the selected reporting period You can print this report in order by sales volume based on sales in
60. x EC Ka ad b Ev UNDO RES DedbbOKA 15 1 User Detlledl iuscvisapuevias e uaa qaad exu butd estabepFaveoUrxU ria de oad be PE CULPE IN CEA 16 1 Loading previously save reports cis ese eere eR x epa RR XRRAREPERMES NER EERECRRUR CERE OR 2 Entering Report Criteria sies eor FRE RUE RE ER E ERE PIM KU EnUREPUAN DUREE RIEN ERR UR ERE 2 SAVING a Report asi sensus ear FERE FRA ERO ERR NIEPE UE PROP ERN FERRAERUPEREEERAS FERE ER E RA 7 Services for a CUSEDITIGIC Louosonse rax ed VANS EXK ES FU VEVENDE I E CEE MET V DOCE 17 1 Custoimers Tor ServICe cca cenGiacviaaveced eX CA XAR PERUREES 1E REPRE EEoPUCIA QURE ERE 18 1 Customier Product ia vc ex ELS Iq PX YA ES an YE EbECUnU DI DX SUPE LA FUE E E UE PO UUE 19 1 Monthly Activity Analysts isses nea a XRRARERAR WEN HEN US a RAS C ORE UR AQUAE RR A VAT AA 20 1 Loading previously save FEPOMtS cccssccecccvecccccvecvccsnvsevetscsevccnecseverseveeness 1 Sorting OPTIONS exse xa Een Up VAR Cox Melk et ea d RICE EEEE ue beo t VOR CRINE DIR DAN 1 Sales Analysis Tab le of Contents Samco Power Accounting 1 Cat Sub Cat for a Customer L E tan Le e E vase teases wmowac sens TU Le s 21 1 Five Year Item History iioc yr e ue En Yay ene xo orn te eee ave o a rette eterne e ep etn 22 1 X Export Printer Reports cores duvavoset ocu evE EX ui eMe d Sat SERE a EUR T suesapee scat 23 1 Available Reports operar LaE Xr open y ene chu kuuE PE FEDERER US EUER UTER UR UR i aS 1 Printing reports to an export file

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