To compare monthly sales and profits for stock orders against direct shipment orders, run the Monthly Sales Type Inquiry. You can view statistics for sales, returns, or sales less returns as of a specific date. You can quickly compare month-to-month sales and monitor seasonal sales and different types of sales.
To compare monthly sales for stock orders against direct shipment orders:
From the Reports > Management Inquiries menu, select Monthly Sales Type Inquiry to display the Monthly Sales Type Inquiry window.
In the Br/Tr/All field, enter the codes that identify the branches or territories for which to view sales and gross profit data. Enter commas between codes. To view data for all branches, enter ALL.
In the Date field, enter the date as of which to view the sales data. The default is today's date.
In the Sales Type field, enter one of the following values:
All – Shows data for sales less returns.
Sales – Shows data for sales only.
Returns – Shows data for returned goods only.
In the Period field, enter one of the following values:
Last 13 – Shows sales data for the thirteen months preceding the date you entered in the Date field.
Last 12 – Shows sales data for the twelve months preceding the date you entered in the Date field.
Fiscal YTD – Shows sales data for the months from the beginning of the current fiscal year through the date you entered in the Date field.
Click Update to display sales and gross profit data for stock and direct orders based on your selection criteria.
For each month, review the following information:
|
Column |
Description |
|
Month |
The name of the month in which the sales occurred. |
|
Stock |
The total sales for the selected month of items shipped from your inventory. |
|
GP% |
The percentage of the total dollar amount the selected branch receives as gross profit for all stock sales orders invoiced or shipped. |
|
% Sales |
The percentage of the monthly sales received from stock sales orders. |
|
Direct |
The total sales for the selected month of items written at the selected branch but shipped from a vendor's warehouse. |
|
GP% |
The percentage of the total dollar amount the selected branch receives as gross profit for all direct sales orders invoiced or shipped. |
|
% Sales |
The percentage of the monthly sales received from direct sales orders. |
When you have finished viewing information, exit the window.
More Options for Working With Sales Information
The Monthly Sales Type Inquiry window also offers these options:
|
To... |
Select this menu option... |
|
view a graphical representation of the data in the table |
File > Create Graph The Graph Options for Monthly Sales Type Inquiry dialog box displays. |
|
export the data to an Excel spreadsheet |
File > Save as Excel The Save dialog box displays. |
|
print the table |
File > Print Table The Print Table dialog box displays. |
See Also: