To run the Product Sales Comparison Report:Run the Product Sales Comparison Report to see how sales, purchases, or transfers of individual products, or Product Select Code groups, compare from one year to another. Use the report to identify products that show growth or decline in sales, purchases, or transfers. Because of the thoroughness of the report, it can take a while to complete.
The Product Sales Comparison Report shows the following information:
Branch
Part number
Product description
Quantities sold, ordered, or transferred for the:
Report year
Prior year
The percentage of difference in quantities between the two years
Dollar amounts sold, ordered, or transferred for the:
Report Year
Prior Year
The percentage of difference in dollar amounts between the two years.
Note: Instead of comparing individual products, you can compare product categories, such as Electrical or Plumbing. The Summary report format categorizes the products by their Product Select Code. These codes are set up using the Valid Product Select Codes control maintenance record.
To run the Product Sales Comparison Report:
From the Orders > Reports menu, select Product Sales Comparison.
In the Br/Tr/All field, enter the branch, branches, or territories for which you want to generate a report. Enter ALL to generate reports for all branches and territories.
In the Mode field, press F10 and specify whether to compare Sales History, Purchase History, or Transfer History.
In the Start Date field, enter the first date of the period you want to run the report for.
In the End Date field, enter the last date of the period you want to run the report for.
Note: The time period you specify is always compared to the same time period of the previous year.
If desired, in the Price Line field press F10 and specify a price line. This limits the comparison to that price line. Use the Line hot key to specify additional price lines; in this case the field displays *Multi* as the status.
In the Status field, press F10 and specify a product status. This limits the comparison to the specified product status. Use the Status hot key to specify additional statuses; in this case the field displays *Multi* as the status.
In the Sort By field, press F10 and specify how to sort the report. You can sort by Price Line, Description, Select Code, or Budget Group.
In the Summary/Detail field, press F10 and specify whether to show the report in Detail or Summary format. Summary format shows Product Select Code groups, instead of individual products.
In the Report Currency field, press F10 and specify which currency the report uses. For example, you can report using U.S. dollars, Canadian dollars, Pesos, Francs, etc.
To limit the report to certain price lines, use the Line hot key to open the Price Line Selection screen. Then edit the list as desired. By default, all price lines are included.
To limit the report to certain product statuses, use the Status hot key to open the Product Status Selection screen. Then edit the list as desired. By default, all statuses are included.
See Also: