Before you create a graph, you may want to select a specific type of transaction, determine how you want the data to sort, determine the period breakdown, such as monthly, quarterly, or yearly, or whether to compare this year's statistics to last year's, and determine whether to view prices or costs in the graph.
To select EIS graph data options:
From the Reports > Eclipse Information System menu, select Eclipse Information System to display the Solar EIS window.
From the Options menu, select Data Options to display the Solar EIS Options dialog box.
In the Detail Level field, enter the number of sets of bars to display on the graph. The default is 10.
For example, if you select a customer that has multiple subsidiaries, you can choose to display results for five subsidiaries only.
In the Transaction Type field, enter the type of sales transactions to view on the graph. Valid values include:
Net Stock&Direct – Shows sales and profit after taxes for all stock and direct orders.
All Sales – Shows stock and direct sales and profit 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.
Stock&Direct Sales – Shows sales and profit before taxes for all stock and direct orders.
Stock Sales – Shows sales and profit before taxes,for orders shipped from your inventory to the customer.
Direct Sales – Shows sales and profit before taxes for orders shipped from the vendor's inventory to the customer.
Misc Sales – Shows sales and profit 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 and profit after taxes for orders shipped from your inventory to the customer.
Net Direct – Shows sales and profit after taxes for orders shipped from the vendor's inventory to the customer.
Net Misc – Shows sales and profit after taxes for miscellaneous charges such as restocking fees or labor charges.
In the Sort By field, enter one of the following values:
Descending – Sorts the selected data from highest sales or purchases to lowest.
Ascending – Sorts the selected data from lowest sales or purchases to highest.
In the Period field, enter one of the following values:
Last 12 Months – Shows data for the twelve months preceding the date you entered in the As Of Date field in the Solar EIS window.
Year To Date – Shows data for the months from the beginning of the current calendar year through the date you entered in the As Of Date field.
Last12-Prior12 Months – Shows data for the twelve months preceding the date you entered in the As Of Date field in the Solar EIS window and the twelve months before that.
This Year-Last Year – Shows a side-by side sales comparison of sales or purchases made as of the date you entered in the As Of Date field in the Solar EIS window and the same date a year before that, shown with this year's data displaying first.
Last Year-This Year – Shows a side-by side sales comparison of sales or purchases made as of the date you entered in the As Of Date field in the Solar EIS window and the same date a year before that, shown with the previous year's data displaying first.
Last 4 Quarters – Shows data for the four quarters preceding the date you entered in the As Of Date field in the Solar EIS window.
Fiscal Month – Shows data for the month specified in the As Of Date field.
This Month-Last Month – Shows a side-by-side comparison of sales or purchases made this month and last month.
This Month-Same Month – Shows a side-by-side comparison of sales or purchases made this month and the same month last year.
In the Graph Data area, do either of the following, as needed:
To... | Do this... |
add a type of price or cost to the graph | select a price or cost in the Available column and use the left arrow (<) button to move it to the Graph Data column. |
remove a type of price or cost from the graph | select a price or cost in the Graph Data column and use the right arrow (>) button to move it to the Available column. |