Sales Information Report

RFMS Navigator>Sales Reports>File>Sales>Sales Information

This allows printing a report of Sales based on a specific time period. 

Purpose	Sales Analysis	Data Source	Delivered:  job cost file. Written: customer order header
By Store	Y	By Sales Rep	Y	By Product Code	N
Profit	N	Customer Type	Y	Balance Due		Y
Order Status	Written or Delivered or Both	.CSV output	Y	User Defined		Y
Paper Size	8.5 X11	Balance to
Common uses: Monitoring quotas and sales goals
Tips for Use: Entering hand written orders and job costing in a timely manner makes this report more valuable. Un-jobcosted records are shown as a negative. A separate report will be printed for written and delivered sales. For orders with multiple sales representatives, the sale amounts will be split between the representatives.

Report On

Written:  This would be the order date of the invoice. So if the order was job costed (delivered) after the date chosen on the report it will show as written only. This report pulls from the header file.

Delivered: This would be the job cost (delivery) date of the invoice. So if the order was job costed (delivered) after the date chosen on the report it will show as written only.

Both:  This option will give a separate report for each of the options above. If the date range chosen includes the order date and the job cost date for an order, it will be included on both reports.

Date Range

Select the appropriate Start and End dates to define the range of this report.

Sort By

This option allows sorting the printed sales report by:

Customer type /Invoice Number: Subtotals by Customer Type sub sorted by invoice number see sample report.

Invoice Number: No subtotals, does not include customer type, job id or salesperson on the report.

Salesperson Sorts:  Salesperson and Invoice Number, Salesperson and Customer Type or Salesperson and Job ID

Any sort by Salesperson will subtotal by salesperson. If there are two salespersons on the job, the totals will be halved on the report.

Marketing Fields:The options for ad source, contract type, order type, and service type.

Stores

Select the store(s) to include on this report by single clicking on the store number(s).  To select all stores, click the Tag All button that is located to the left of this field.

Group By Store: If selected, this option will group stores together in the report.

Sales People

Select the sales person (people) to include on the report by single clicking on the name(s) provided.  To select all sales people, click the Tag All button that is located to the left of this field.

Customer Type

Select the customer type(s) to include on this report by single clicking on the name(s).  To include all customer types, click the Tag All button that is located to the left of this field.

Customer

F8 to select an individual customer

Print Options

This option allows setting up printing parameters for this particular report.    Click in the box provided to select one or all print parameters. 

Break after Sort Changes- This option will cause a separate page to be printed each time a new value for the sort option occurs. For example, if sorted by Salesperson/Job type, a page break will be inserted after each Salesperson. 

Print Summary Only-Prints only the totals

Print Preview- Click to review this report before printing.

Print Greenbar- Check this box for highlighting every other line for easier reading.

Output to CSV file: Enter the location to save the file for example c:\\reports

Select Printer- The default printer is listed.  To change this printer, click the ellipsis button. 

Copies:  Select the number of copies of the report to print

 

Material

Total Price for all material lines

Inst Service

Total selling price for all service lines

Averages

The sales amount for the total or per sort.

This report can Save/Load/Clear filters.  For more information on these, go to Saving and Loading Filters