Generating the Product Ranking Report

Use the Product Ranking screen to run the Product Ranking Report. This report lists what the percentage of items is in each rank and the value of each breakpoint.

If the Ranking Method uses multiple branches and is ranked individually, a separate report for each branch prints. If the method used to rank products is set to Collectively, a single report prints for all branches because the products received the same rank at all branches. Item rank displays on the report next to rank number.

In addition miscellaneous charges and purge items are excluded from the rank calculation and items with a negative GP$ are considered 0.

This report lists the product that is ranked by the existing ranking process. The purpose is to use this information to determine where you want the ranking breakpoints.

The information listed is as follows:

Column

Description

Rank

The sequential position of the item within the selected items.

Rank%

The rank divided by the number of items being ranked times 100.

Formula: (rank / #of items) x 100 = Rank%

Cum-Value%

The percentage of the cumulative value divided by the total value.

Formula: cum-value / total value = Cum-Value%

Cum-Value

Running total of the actual value.

Product Description

The product being ranked.

To generate the Product Ranking Report:

  1. From the Purch menu, select Forecasting.

  2. Select Product Ranking to display the Product Ranking screen.

  3. In the Ranking ID field, enter the ranking name to display the current methods and breakpoints.

  4. In the Generate Report (Y/N) field, enter Y to generate a report listing all the new product rankings for the specified branch and Ranking ID. By selecting yes, the system will always generate a report when the Product Ranking program runs for this Ranking ID..

  5. Update the remaining fields as needed:

Field

Description

Br/Tr/All

Lets you rank products in a particular branch or territory (or all). The results of the ranking process are always displayed on a branch-by-branch basis.

Ranked

Indicate whether to rank the products Individually or Collectively.

  • Individually – Product amounts within each branch are considered separately from every other branch when calculating product ranks.

  • Collectively – Product amounts for all branches are combined before calculating product ranks. If ranked collectively, products would consequently be assigned the same rank in each of the branches selected.

Nonstocks

Specify whether to Include or Exclude product ranking for nonstock products.

  • Include – This is the default. If a nonstock is selling often enough to earn a high ranking, you can consider changing it to a stock item so you do not run out of it.

  • Exclude – The product is not included in the ranking process. For companies that do not rank nonstocks, this guarantees that ranked stock items that are changed to nonstock items do not retain their rank after the ranking program runs.

Ranking Method

Select a ranking method as indicated in the table at the beginning of this topic. For more information, see Product Ranking Method and Breakpoint Rules.

Ranking Breakpoints

Select breakpoints as indicated above in this topic. For more information, see Product Ranking Method and Breakpoint Rules.

  1. Use the Begin hot key to run the report.

Note: Use the Sched hot hey to schedule a run time routine for the this report.

  1. Press Esc to exit the Product Ranking screen.

  2. Press Esc to return to the main menu.

See Also:

Product Ranking Overview

Understanding Ranking Methods and Breakpoints