Comparing Stock and Direct Monthly Sales

To compare monthly sales and profits for stock orders against direct shipment orders, run the Monthly Sales Type Inquiry. You can view statistics for sales, returns, or sales less returns as of a specific date. You can quickly compare month-to-month sales and monitor seasonal sales and different types of sales.

To compare monthly sales for stock orders against direct shipment orders:

From the Reprts > Management Inquiries menu, select Monthly Sales Type Inquiry to display the Monthly Sales Type Inquiry screen.
In the Br/Tr/ALL field, enter the codes that identify the branches or territories for which to view sales and gross profit data. Enter commas between codes. To view data for all branches, enter ALL.
In the Date field, enter the date as of which to view the sales data. The default is today's date.
In the Sales Type field, enter one of the following values:

All – Shows data for sales less returns.
Sales – Shows data for sales only.
Returns – Shows data for returned goods only.

In the Period field, enter one of the following values:

Last 13 – Shows sales data for the thirteen months preceding the date you entered in the Date field.
Last 12 – Shows sales data for the twelve months preceding the date you entered in the Date field.
Fiscal YTD – Shows sales data for the months from the beginning of the current fiscal year through the date you entered in the Date field.

With the cursor in the Period field, press Enter to display sales and gross profit data for stock and direct orders based on your selection criteria.
For each month, review the following information:

Column	Description
Month	The name of the month in which the sales occurred.
Stock	The total sales for the selected month of items shipped from your inventory.
S GP%	The percentage of the total dollar amount the selected branch receives as gross profit for all stock sales orders invoiced or shipped.
% Sls	The percentage of the monthly sales received from stock sales orders.
Direct	The total sales for the selected month of items written at the selected branch but shipped from a vendor's warehouse.
D GP%	The percentage of the total dollar amount the selected branch receives as gross profit for all direct sales orders invoiced or shipped.
% Sls	The percentage of the monthly sales received from direct sales orders.

When you have finished viewing information, press Esc to exit the screen.

More Options for Working With Sales Information

The Monthly Sales Type Inquiry screen also offers these options:

To...	Use this hot key...
change the branch or territory code	Branch The cursor moves to the Br/Tr/ALL field. Type the new value and press Enter to update the screen.
change the date as of which to view the sales information	Date The cursor moves to the Date field. Type the new value and press Enter to update the screen.
change the sales type	Sales Type The Sales Type selection list displays. Select the new value and press Enter to update the screen.
change the period over which to view sales information	Period The Period selection list displays. Select the new value and press Enter to update the screen.