Use this report to evaluate your return on investment as it relates to your sell groups. This report helps you determine how well your sell groups and pricing matrix are working.
A sell group is a branch-specific subset of the product file that represents products that have common pricing rules for customer price purposes.
For more information on how the system calculates this report, see Understanding the GMROI Calculation.
To run the Inventory GMROI by Sell Group Report:
From the Reports > End of Month Reports #2 > GMROI Reports menu, select Inventory GMROI by Sell Group Report to display the Inventory GMROI by Sell Group Report window.
In the Br/Tr/All field, enter a buyer's branch, branches, or territories to include in the report. To include all branches and territories for the buyer, enter ALL.
If different branches are used for shipping and pricing, the branch number you enter in this field relates to the shipping branch, not the pricing branch.
In the Sell Group field, do one of the following:
Press F10 and select a sell group for which to run the report.
Leave the field blank to run the report for all sell groups.
To run the report for multiple sell groups, click the Multiple button and enter the ID of each sell group to include in the report and click OK. *Multi* displays in the Sell Group field.
Change the default Start Date and End Date to encompass a 365-day period.
By default the system fills in the first day of the fiscal year as the start date and the current date as the end date. You can enter an actual or variable date in these fields.
In the Summary/Detail field, specify the report format:
Summary - Produces GMROI totals at the product line level, without product descriptions.
Detail - Includes product descriptions and totals for each product.
In the Cost Basis field, select the Global Basis field or option to be used in calculating the values for the Cost and Avg $OnHand columns of the report. The default is Cost of Goods Sold (COGS-COST.
If you select the Avg Cost option, the value in the Cost column is calculated by dividing the amount in the Actual COGS$ column of the report by the number of orders.
The value in the Actual COGS$ column is calculated using the actual cost of goods on the order.
If prompted for a display cost, select Generic Cost, Cost of Goods Sold, or None.
Note: You must be assigned either the COGS.VIEW or authorization key for costs to be shown on the report.
The Inventory GMROI by Sell Group Report lists the following fields and columns of information:
|
Field/Column |
Description |
|
Class Rank |
|
|
Actual UnSls |
Actual unit sales for the specified time frame. If the period is run for less than a year, the sales are annualized. |
|
Avg QOH |
Average quantity on hand. |
|
Cost UM |
Cost per unit of measure for the line item. |
|
Actual GP$ |
Actual gross profit dollars for the time frame selected. |
|
Actual Sales$ |
Actual sales dollars for the time frame selected. |
|
Actual COMM$ |
Actual commission dollars applied for the time frame selected. |
|
Annual GP$ |
Annual gross profit dollars for the price lines selected. |
|
Annual Sales$ |
Annual sales dollars for the price lines selected. |
|
Annual COMM$ |
Annual commission dollars for the price line selected. |
|
Avg $OnHand |
Average cost multiplied by average quantity on hand. Avg Cost x Avg QOH |
|
Turns |
The number of times the product moves through your warehouse in a year based on demand and average on hand. Turns = (365 x annualized demand / day) / average on hand |
|
Avg MU% |
The markup percentage on the price line selected. |
|
GMROI |
The gross margin return on investment for the price line selected. |
|
Adjusted Margin% |
The percentage of gross margin including the carrying cost for the price line. |
See Also:
How the System Calculates Adjusted Margin
How the System Calculates Gross Margin Return On Investment (GMROI)