Viewing Monthly Sales Trends by Branch

To view the monthly sales for one or more branches over a specific period, run the Branch Manager Sales Inquiry. This inquiry shows the total sales for each month, along with the amount of profit received, both by dollar amount and percentage of sales. In addition, it shows how much of the total revenue for the period was earned during each month. This helps you to determine trends so that you can better plan to increase or decrease inventory levels to coincide with typical demand.

To view monthly sales for one or more branches:

From the Reprts > Management Inquiries menu, select Branch Manager Sales Inquiry to display the Branch Manager 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:

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.

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 name of the month in which the sales occurred.
Sales	The dollar amount of the revenue received for products or services.
Gross Profit	The dollar amount of the revenue received as profit.
GP%	The percentage of the revenue your company received as profit.
% Total Sales	The percentage of the total revenue received that was received during the selected month.

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

More Options for Working With Sales Information

The Branch Manager 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.