Running the Item Sales Report

The Item Sales Report allows for detailed or summary analysis of profitability in a number of ways.

You can specify your needs for exception reporting to run your business on a management by priority basis. For example, if you ran a sales promotion on a group of selected items, you could use this report to evaluate whether the promotion was a success from several perspectives:

If the promotion involved cutting the price on the selected items, did the increase in volume offset the reduced incremental gross profit?
Did all of the sales personnel participate in promoting the sale items?

You can run the report for a single period or compare different periods of time. You can display quantity, sales, gross profit, price, and cost information. A comparison report can show the difference between sales periods, percent of difference, or both.

In the report's sort and select options, the outside or inside salesperson is the salesperson listed on the order; the current outside or inside salesperson is the salesperson currently assigned to the account for which the order was entered.

Note: After you run the report once, the system saves the selections you made and associates them with your user ID. When you run this report again, the system displays the selections you made the last time. A "Saved Settings" message at the top of the screen indicates that your previous selections are being used. If there is no default or saved setting, the field is blank.

To run the Item Sales Report:

From the Reprts > End of Month Reports menu, select Item Sales to display the Item Sales Report screen.
In the Br/Tr/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.
In the Start Date field, enter the first date in a range of dates for which to view sales data. This field supports variable dates, and is required only if you run the report for a single period.
In the End/As of Date field, enter the last date for which to view sales data. This field supports variable dates.

If the Start Date field is populated, the date entered in this field is the End Date for the period being defined.
If the Start Date field is not populated, the date entered in this field is the As of Date for the report's comparison periods.

Complete or change any of the following fields, as needed:

Field	Description
Select Sales by	A subset of transactions to view on the report. Press F10 and select an option. Your selection displays in this field and becomes the name of the next field on the screen.
(one of multiple selections)	Additional selection criteria on which to select records. For example, if you selected Outside Salesperson in the Select Sales by field, enter a sale representative's login ID in this field. Use the Multi Items hot key to enter multiple selections. Multi displays in the field.
Sales Periods	Identifies the periods to compare when you run the report with an as-of date. Note: If you run the report with start and end dates, the dates define only one period. The value in this field defaults to Start-End Date.
Period Column Headings	Identifies the columns to display for each report period. You must enter a value in the Sales Periods field to access this field.
Type of Comparison	If you are running the report with an as of date, enter one of the following: None – No comparison. Difference – Lists the cost difference between the sales items. % Difference – Lists the percent difference in sales costs. Difference/% Difference – Lists both the cost difference and the percent difference.
Primary Sort	The transaction field name to use to sort and subtotal the transactions selected for the report.
Page Break on Primary Sort (Y/N)	To insert a page break before each new report section based on the primary sort, enter Y; otherwise, enter N.
Primary Heading (Y/N)	To insert a heading for each new report section based on the primary sort, enter Y; otherwise, enter N.
Secondary Sort	The transaction field name to use to sort and subtotal each subset of transactions within the primary sort.
Detail Level	Determines the level of detail and subtotals to show on the report. Invoice – Lists each invoice selected for the report. This option is only available when the report is run for a specific period of time with a Start Date and End Date. Product – Prints one line for each product selected for the report, and prints subtotals for the primary and secondary, if any, sorts. Secondary Sort – Prints one line on the report per secondary sort option and prints subtotals for the primary and secondary sorts. This option is only available when the Secondary Sort field is filled in. Primary Sort – Prints one line on the report per primary sort option and prints subtotals for the primary and secondary, in any, sorts.
Credits (Inc/Exc/Only)	Indicates whether to include, exclude or run the report for credits only. The default value is Include.
Directs (Inc/Exc/Only)	Indicates whether to include, exclude or run the report for direct shipments only. The default value is Include.
Misc Charges (Inc/Exc)	Indicates whether to include or exclude miscellaneous charges in the report. The default value is Exclude.

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.