Comparing Monthly or Yearly Customer-Specific Sales

To compare monthly and yearly sales for a specific customer, run the Customer/Price Line Inquiry. While the window name implies that the inquiry is specifically for price lines, you can also review sales for the customer by a variety of other categories as well, such as buy line, commodity code, or product status. You can use the inquiry to compare the customer's buying habits from month to month or year to year. You can also drill-down into the sales or inventory details for the customer, if needed.

To compare sales figures for a specific customer:

1. From the Reports > Management Inquiries menu, select Customer/Price Line Inquiry to display the Customer/Price Line Inquiry window.

2. In the Branch field, enter the codes that identify the branches or territories for which to view sales data. Enter commas between codes. To view data for all branches, enter ALL.

3. In the As Of Date field, enter the date as of which to view sales information. The default is today's date.

4. In the Sales Type field, enter one of the following values to determine the type of sales data to view:

• All – Shows stock and direct sales before taxes, less any item returns.

Note: Because miscellaneous charge items have no cost associated with them, they tend to artificially distort the profit margin upward. For this reason, they are excluded from the calculations.

• Net Stock&Direct – Shows sales after taxes for all stock and direct orders.

• Stock&Direct Sales – Shows sales before taxes for all stock and direct orders.

• Stock Sales – Shows sales before taxes for orders shipped from your inventory to the customer.

• Direct Sales – Shows sales before taxes for orders shipped from the vendor's inventory to the customer.

• Misc Sales – Shows sales before taxes for miscellaneous charges such as restocking fees or labor charges.

• Stock&Direct Returns – Shows negative dollar amounts for returned stock and direct items.

• Stock Returns – Shows negative dollar amounts for items returned by the customer to your inventory.

• Direct Returns – Shows negative dollar amounts for items returned by the customer to the vendor's inventory.

• Misc Returns – Shows negative dollar amounts for miscellaneous charges credited to the customer.

• Net Stock – Shows sales after taxes for orders shipped from your inventory to the customer.

• Net Direct – Shows sales after taxes for orders shipped from the vendor's inventory to the customer.

• Net Misc – Shows sales after taxes for miscellaneous charges such as restocking fees or labor charges.

5. In the Category field, enter one of the following values:

• Price Line – Shows sales based on the price line of the products sold.

• Buy Line – Shows sales based on the buy line of the products sold.

• Sell Group – Shows sales based on the pricing rules set for the products sold.

• Commodity Code – Shows sales based on the material type or commodity classification.

• Select Code – Shows sales based on a user-defined product selection code.

• Sales Type – Shows sales based on the category of product, such as electrical or plumbing.

• Product Status – Shows sales based on the inventory status of the products, such as stock, nonstock, miscellaneous charge, or lot item.

• Ship Via – Shows sales based on the method used to transport the items to the customer.

• Sales Source – Shows sales by the location or origination point of the sale, for example, inside sales, counter sales, or showroom sales.

6. In the Sort By field, enter one of the following values to display the data in ascending order by that value:

• Category

• MTD (Month To Date)

• LMTD (Last Year Month To Date)

• MTD %Diff (Month To Date Percent Difference)

• YTD (Year To Date)

• LYTD (Last Year To Date)

• YTD %Diff (Year To Date Percent Difference)

7. In the Customer area, select one of the following options to limit the list of customers that display in the drop-down box:

• Parent – Customers that either have multiple billing and shipment addresses or that receive all bills and shipments at the same location.

• Ship-To – Customer shipment addresses only.

• Bill-To – Customers that remit payment for multiple shipment addresses.

8. In the (Customer) drop-down box, enter the name of the customer whose sales statistics you want to review.

9. Click Update to display sales information based on your selection criteria.

10. Review the following information, as needed:

11. When you have finished viewing information, exit the window.

More Options for Working With Sales Information

The Customer/Price Line Inquiry window also offers these options:

See Also:

Management Inquiries Overview

Viewing Sales Information by Category

Comparing Yearly Sales by Price Line