Comparing Yearly Sales by Month

To compare this year's sales and gross profit to last year's sales and gross profit on a month-by-month basis, run the Monthly Sales Inquiry. This inquiry also shows you the percentage of increase or decrease in sales year over year.

To compare yearly sales by month:

From the Reprts > Management Inquiries menu, select Monthly Sales Inquiry to display the Monthly Sales 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 to determine the type of sales data to view:

Net Stock&Direct – Shows sales and profit after taxes for all stock and direct orders.
All – Shows stock and direct sales and profit before taxes, less any item returns.

Note: Because miscellaneous charge items have no cost associated with them, they tend to artificially distort the profit margin upward. For this reason, they are excluded from the calculations.

Stock&Direct Sales – Shows sales and profit before taxes for all stock and direct orders.
Stock Sales – Shows sales and profit before taxes for orders shipped from your inventory to the customer.
Direct Sales – Shows sales and profit before taxes for orders shipped from the vendor's inventory to the customer.
Misc Sales – Shows sales and profit before taxes for miscellaneous charges such as restocking fees or labor charges.
Stock&Direct Returns – Shows negative dollar amounts for returned stock and direct items.
Stock Returns – Shows negative dollar amounts for items returned by the customer to your inventory.
Direct Returns – Shows negative dollar amounts for items returned by the customer to the vendor's inventory.
Misc Returns – Shows negative dollar amounts for miscellaneous charges credited to the customer.
Net Stock – Shows sales and profit after taxes for orders shipped from your inventory to the customer.
Net Direct – Shows sales and profit after taxes for orders shipped from the vendor's inventory to the customer.
Net Misc – Shows sales and profit after taxes for miscellaneous charges such as restocking fees or labor charges.

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 based on your selection criteria.
Review the following information for each month, as needed:

Column	Description
Month	The month and year for which to view sales data. For example, OCT 06 indicates that you are viewing data for the month of October in the year 2006.
Sales	The total net or gross sales generated during the selected month, or the total dollar amount for returned goods.
GP	The amount of gross or net profit received for sales generated during the selected month, or the amount of profit lost from returned goods.
GP%	The percentage of the sales your company receives as gross or net profit, or the percentage lost from returned goods.
Prior Sales	The gross or net sales generated during the selected month in the prior year.
Prior GP	The amount of gross or net profit received during the selected month in the prior year.
P GP%	The percentage of the sales generated during the selected month in the prior year that the company received as gross or net profit.
% Chng	The percentage sales increased or decreased from the previous year to the current year for the selected month.

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

More Options for Working With Sales Information

The Monthly Sales 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.