Material Analysis Report

An Error may be received if excessive numbers of records are requested in this report.

Orders

Sales Reports>File>Materials Analysis>Orders

This report includes many sort orders and framing parameters that will provide almost any combination of figures. 

Purpose	Sales Analysis	Data Source	Customer Order Lines
By Store	Y	By Sales Rep	Y	By Product Code	Y
Profit	Optional	Customer Type	Y	Balance Due		NA
.CSV output	Y	Order Status	Written or Delivered
Paper Size	8.5 X 14 (Legal)	User Defined	Y
Common uses: Listing of orders without material assigned. Listing of orders with material cut but not delivered Marketing to Customers not in the Customer file (labels, export to .csv for mail merges) Sales generated from a specific marketing effort. Managing product spiffs and promotions. General profitability of any given material, supplier, customer, salesman, store, etc. Ordering Material before a price increase takes effect. Materials sold which were received before 7/1/2011 for California Recycling Assessment. Run by estimated install date to ensure all materials are assigned or reserved for jobs.
Tips for Use: Verify that each line on an order goes through the appropriate statuses before being job costed to ensure more accurate reporting. If getting no records met criteria, make sure there are selections made on the more parameters options. The top sections (Sort Order, Line Status, Framing Parameters and More Parameters) of selections are sticky and will only need to be changed when running a new type of report; the bottom field information needs to be changed each time the report is run, for example each month. As this report pulls from the customer order lines sales tax and miscellaneous charges will not be included.

Not making selections for these options can cause the report to return with no records met criteria.

When using the country of origin only item records for the tagged countries will be included in the report. Tagging countries will not exclude roll or service records.

Sort Order

Click one of the selections to specify how the report will be sorted or output (in the case of the labels options.)(The .csv output is always sorted by Store Code.)  The selected sort order is determined by why the report is being run, for example if the focus in on analysis of sales based on salesperson or products.

Product Sets was added as a sort option in version 10.6.1. When using Product Sets as a sort it is possible for a given line to show on the report more than one time.  Because of this the report does not show Grand Totals when sorting on Product Sets.

Line Status

Click in the boxes to select the line statuses to be included on the report:

None, Cut, Delivered, Job-Costed, On Order, Gen PO, Reserved

If using ERRM additional status choices are: Billing and Staged.

Uncosted inventory only will include only lines where the material has been received but no invoice has been entered.  This option in conjunction with the inventory received dates can be used to show if there is an issue getting material invoices in a timely manner.

Framing Parameters/More Parameters

Select the rest of the ranges as needed.  

Product Code

Many combinations are possible.  Use the spacebar or the mouse to click and choose one at a time. Use the R, I or S button to choose all Roll, Item or Service Codes or tag and choose all product codes.

Sales People/Customer Types/Fiber

Tag all or use the spacebar or the mouse to click and choose one at a time. For the second salesperson to appear on the report Salesperson must be chosen as a subtotal by and the second salespersons name must be included as a framing parameter. 

Stores

The report can be run for a single store, multiple or all stores separately. If not run for all stores combined, the report will display the information and give totals for each store separately. 

ERRM

The materials analysis report has an additional tab for framing parameters specific to ERRM users.  Delivery ticket from and two are an option on this tab.

 

Report Filters

Using these options the report can be limited to a very specific set of order lines. Some options are related to the orders while some specify the material or services to be included.  The filters circled in red on the Figure-Materials Analysis Options, apply to the material or services.

Invoice From/To: This is the customer order number

Stock Only: this option includes only order lines which used inventory originating from a stock purchase order versus special order.  A column to indicate whether or not a line was from stocked inventory has been added to the .csv output. The number 1 indicates it was from a stock purchase order, 0 indicates it was not.

Define other costs

These check boxes allow specifying what to include in the other costs column.  Check to include either freight or load or both combined. The report results on the profit numbers will depend on whether or not these boxes are checked and may differ from the actual profit on the order.   With these boxes not checked the column will still display, the value will show 0.

Print Options

Print Preview

It is a good idea to preview the report before printing as forgetting to set a date parameter could result in a large unwanted report.

Include Claims

Checking this box allows the report to be used for analyzing claims. To limit the report to claims only, enter CL000001 to CL99999 in the invoice number to and from options.

Print Framing Parameters

Instead of using this, you may want to save this particular set of parameters as a saved filter.

Checking this option will print a copy of the parameters chosen on the first page of the report. So this report can be replicated.  With this box checked, a Framing Note field is available to give the report a name. The framing Note will print on the bottom of this page.  It is a good place to put the report’s name.

Figure: Report with Framing Parameters

Figure: Detailed

Figure: Summary

Result Fields

Other Costs: Check to include freight, overhead, load on the options screen. With no options checked this column will still be displayed but with 0. 

 Profit/Profit %: These numbers will only include the other cost if they are checked in the parameters. 

Figure: Sample Materials Analysis sort order: Labels by Zip formatted for Avery 5161 labels

To use an outside program for printing labels the .csv file for merging for the Labels by Zip sort combines city state and zip into one address line. If desiring to use this information separately, choose another sort before sending to a .csv file.

CSV Output

The following article list the fields via csv some of which are only available via csv:

 Materials Analysis Fields via CSV.

Quotes

Sales Reports>File>Materials Analysis>Quotes

This is a materials analysis reports for quote lines.  The options are very similar to the ones in Materials Analysis from orders.

Purpose	Sales Analysis	Data Source	Quote Lines
By Store	Y	By Sales Rep	Y	By Product Code	Y
Profit	Optional	Customer Type	Y
.CSV output	Y	Order Status	NA
Paper Size	8.5 X 14 (Legal)	Balance to
Common uses: Profitability of quotes before they are exported. Determining what stock to order Forecasting sales Find Quoted products whose price is increasing use as a sales tool.
Tips for Use: If getting no records met criteria, make sure there are selections made on the more parameters options. The top sections (Sort Order, Line Status, Framing Parameters and More Parameters) of selections are sticky and will only need to be changed when running a new type of report; the bottom field information needs to be changed each time the report is run, for example each month. As this report pulls from the quote lines sales tax and miscellaneous charges will not be included.

CSV Output

The following article list the fields via csv some of which are only available via csv:

 Materials Analysis Fields Quotes via CSV.