Running the Inventory GMROI by Price Class Report

Use the Inventory GMROI by Price Class Report to evaluate your return on investment as it relates to your price classes. This report helps you determine how well your price classes are working.

A price class is the mechanism used to assign a group of similar customers to a pricing column in the pricing matrix in order to offer them the same price basis and formula for the majority of the items they buy.

For more information on how the system calculates this report, see How the System Calculates Gross Margin Return On Investment (GMROI).

To run the Inventory GMROI by Price Class Report:

From the Reprts > End of Month Reports #2 > GMROI Reports menu, select Inventory GMROI by Price Class Report to display the Inventory GMROI by Price Class Report screen.
In the Line Type field, identify whether to run the report for price lines or buy lines. Based on your selection, the system renames the Prc Line / Buy Line field and the Prc Line / Buy Line hot key accordingly.
In the Prc Line / Buy Line field, do one of the following:

To run the report for one price line/buy line, enter the price line/buy line ID.
To run the report for all price lines/buy lines, leave the field blank.
To run the report for multiple price lines/buy lines, use the Prc Line / Buy Line hot key to display the Price Line Selection/Buy Line Selection screen. Enter the ID of each price line/buy line to include on the report and press Esc. *Multi* displays in the Prc Line / Buy Line field.

In the Branch(es) field, enter the number that identifies the branch to include in this report. Separate multiple branches with commas, such as 1, 3, 5. To include all branches and territories, enter ALL.
Change the dates in the Start Date and End Date fields, as needed, to encompass a 365-day period for the current fiscal year.

By default the system populates the Start Date field with the first day of the current fiscal year as the start date and the current date as the end date. These fields also support variable dates.

In the Summary/Detail field, enter one of the following to determine the report level of detail:

Summary – Produces GMROI totals at the product line level, without product descriptions.
Detail – Includes product descriptions and totals for each product.

In the Cost Basis field, select the Global Basis code to use to calculate the values for the Cost and Avg $OnHand columns of the report. The default value is Cost of Goods Sold (COGS-COST).

If you select the Avg Cost option, the value in the Cost column is calculated by dividing the amount in the Actual COGS$ column of the report by the number of orders. The value in the Actual COGS$ column is calculated using the actual cost of goods on the order.

Set options, if needed, and generate the report.

If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.