To view sales information for one or more branch locations, run the Branch Sales Inquiry. You can view the totals for all sales orders written, invoiced, or open, and compare sales between branches.
To view sales information by branch:
From the Reports > Management Inquiries menu, select Branch Sales Inquiry to display the Branch Sales Inquiry window.
In the Branch field, enter the codes that identify the branches or territories for which to view sales information. Enter commas between codes. To view sales information for all branches, enter ALL.
In the As Of Date field, enter the date as of which to view sales information.
Click Update to display sales information based on your selection criteria.
Review the following information for each branch, as needed:
|
Column |
Sub-column |
Description |
|
Branch |
|
The name of the pricing branch for which to view sales data. |
|
Booked |
$ |
The total dollar amount of all sales orders written, including any adjustments made to those orders since they were first written. |
|
GP % |
The percentage of the total dollar amount the branch would receive as gross profit if all written sales orders were invoiced. |
|
|
Sales |
$ |
The total dollar amount of all sales orders invoiced or shipped. |
|
GP $ |
The total dollar amount the selected branch receives as profit from all sales orders actually invoiced or shipped. |
|
|
GP % |
The percentage of the total dollar amount the selected branch receives as gross profit for all sales orders actually invoiced or shipped. |
|
|
Open |
$ |
The total dollar amount of all open sales orders, not only those that have not been shipped. |
|
GP % |
The percentage of the total dollar amount the selected branch would receive as gross profit if all open sales orders were invoiced. |
When you have finished reviewing information, exit the window.
More Options for Working With Sales Information
The Branch Sales 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 Branch Sales 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: