Many of the history module reports print details for a range of items. This allows you to select which information should be printed. However, you should take care when selecting the ranges for reports, as a report with a large range could be lengthy. Note that to start from the beginning of a range the word FIRST should be entered as the ‘from’ value. To go to the end of a range enter the word LAST as the ‘to’ value.
The Reports In Detail
A sales by partnumber report lists sales details for given ranges of partnumbers and despatch dates. This report gives full pricing details and totals and highlights late deliveries. It is useful for reference and analysis purposes:
A sales by customer report lists sales details for given ranges of customers, partnumber and despatch dates. This report gives pricing information and highlights late deliveries - useful for reference and analysis purposes:
A sales summary by partnumber report analyses the sales of a range of a given partnumbers during a given period. The report calculates the total number sold for each item, along with sales values, cost of sales, margin and markups. The margin and markup calculations can optionally use the current standard cost for each item, or the historic standard cost that was current when the item was despatched. Note that if the historic standard cost is zero the system will use the current standard cost instead:
A sales summary by customer report analyses the sales of a range of a given customers, partnumbers and families during a given period. The report calculates the total number sold for each item, along with sales values, cost of sales, margin and markups. The margin and markup calculations can optionally use the current standard, average or latest costs for each item, or the historic standard cost that was current when the item was despatched. Note that if the historic standard cost is zero the system will use the current standard cost instead:
A sales summary by family report analyses the sales of a range of a given families during a given period. The report calculates the total number sold for each family, along with sales values, cost of sales, margin and markups. The margin and markup calculations can optionally use the current standard cost for each family item, or the historic standard cost that was current when the item was despatched. Note that if the historic standard cost is zero the system will use the current standard cost instead:
A sales summary by month report analyses the sales (in terms of quantities) of a range of partnumbers, to a range of customers, for the past year from a given date. This is a very useful report for marketing and sales forecasting. As this report has to do a great number of calculations it can take some time to run if broad ranges are selected:
The sales summary analysis reports summarise sales by area, sales area, customer, market, week or month. Optionally only outstanding items will be included in the summary calculations. This report provides useful management sales analysis data including sales markups and margins:
The sales history export to Excel report exports the sales order for a range of customers. It can also include outstanding sales orders:
The cost of sales report calculates the cost of sales for each despatch during a given period, using standard, average or latest costs:
A customer performance analysis report analyses how well you have performed in terms of delivery to a range of customers over a selected period against a given early / late limit. This can be helpful when you are assessing your own delivery performance:
