Use the Product Sell Matrix Audit Report to list effective product sell matrix cells and the gross profit percent (GP%) for the sale of items included in those matrix cells, compare the GP% for the items in each matrix cell, and view velocity pricing data.
To run the Product Sell Matrix Audit Report:
From the Maintenance > Price Maintenance > Reports menu, select Product Sell Matrix Audit Report to display the Product Sell Matrix Audit Report window.
In the Branch/Territory field, enter the branch or territory to include in the report. Enter ALL to include all branches and territories.
Complete the following fields as needed:
|
Field |
Description |
|
Effective Date |
Enter the matrix cell effective date to include in the report. The current date is the default. The report's Effective column displays all matrix cells that include this date as effective. |
|
Price Lines |
Enter a price line ID to run the report for that price line. Leave the field blank to include all price lines. |
|
Sell Groups |
Enter a sell group ID to run the report for that sell group. Leave the field blank to include all sell groups. |
|
Price Classes |
Enter a price class ID to run the report for that price class. Leave the field blank to include all price classes. |
|
Customer |
Enter a customer's name to run the report for that customer. The system populates the Price Class field with that customer’s price class. Leave the field blank to include all customers. |
|
Product Rank # |
Enter a product rank to run the report for the basis name and multiplier assigned to a product rank for velocity pricing purposes. The rank displays in the Velocity Code column of the report, and if there is a velocity formula for that rank, the formula displays in the Velocity Form column. |
|
Compare To |
Enter the basis name of the global cost to be used to calculate the gross profit percents for the report. |
|
Show Items with GP% Max and GP% Min |
In the GP Max % field, enter the upper limit of gross profit percent, to limit the report to matrix cells with a gross profit percent below that percentage. In the GP Min % field, enter the lower limit of gross profit percent, to limit the report to matrix cells with a gross profit percent above that percentage. Use both fields to create a range in which to show items. |
Check the Show Only Active Products check box to limit the products on the report to only those that are active at the selected branches.
In the Customer-Specific area, select one of the following:
Include - Includes customer-specific matrix cells.
Exclude - Excludes customer-specific matrix cells.
Only - Includes only customer-specific matrix cells.
What the Report Shows
The Product Sell Matrix Audit Report shows the following information:
|
Column |
Description |
|
Branch/Territory |
Name of branch entered on the report. |
|
Description |
Product description from the product record. |
|
GP Basis |
The global basis used to calculate the gross profit percent. |
|
Br |
Lists the branches in a territory, if necessary. |
|
Price Class |
Customer price class from the product/customer matrix cell. |
|
Sell Group |
Sell group from the product sell matrix cell. |
|
Basis
|
Basis from the product sell matrix cell, or if you entered a rank, from the Product Velocity Pricing screen. |
|
Velocity Code |
The product rank from the Product Velocity Pricing window. |
|
Velocity Form |
Velocity multiplier from the Product Velocity Pricing window. |
|
Rank |
Product rank from the Product Price Maintenance window. |
|
GP% |
The gross profit percent for the items in each matrix cell determined by comparing the sell price on the matrix cells to the global basis cost. |
See Also: