Delivered Sales Analysis

RFMS Navigator>Sales Reports>File>Profitability>Delivered Sales Analysis

This option allows printing a report based on delivered sales with an optional labor report for a specified period of time.

Purpose	Sales Analysis	Data Source	Customer Order Header/Lines
By Store	Y	By Sales Rep	Y	By Product Code	Y
Profit	Y	Customer Type	Y	Balance Due		N
Order Status	Delivered	.CSV output	Y	User Defined		N
Paper Size	8.5 X 14 (Legal)	Balance to
Common uses: Breakdown of sales by product code or customer types Show which products sell at the best profit margin. Breakdown for each salesperson showing sales by customer type and product type vs overall.
Tips for Use: The information for this report comes from customer order lines and does not include taxes or miscellaneous charges added during job costing. It is not designed to balance with other RFMS reports. For orders with multiple sales representatives, the sale amounts will be split between the representatives on the report by Salesperson.

Begin Date/End Date

Enter the beginning and ending delivery date to specify a range for this report.

Sort Options

This option allows sorting the report based on Salesperson or Store Location.

Report Options

Choose to include:

Labor Report by Store Location

This option prints a labor summary at the end of the report.

Freight included in cost calculations/Load in the cost calculations/Overhead in the cost calculations- The report results on the profit numbers will depend on whether or not these last 3 boxes are checked and may differ from the actual profit on the order.

Product Code

Select the product code(s) to include on this report by single clicking on the description(s). Use the R, I or S button to choose all Roll, Item or Service Codes. To select all product codes, click the Tag All button that is located to the left of this field.

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. If combine is checked, the report will not subtotal by stores.

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 Types

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

Print Options

Print Preview – Click to review this report before printing.

Output to CSV – Click to export this report to an external CSV file which can be opened with excel.

Report Information Explanation 

Sales Totals-The total of the lines on job costed order excluding sales tax.

Material Cost-The Material cost totals of the lines on job costed orders. Optionally includes load and overhead.

Material Cost Percentage-The material cost total divided by the Sales total.  If included in cost, the freight will also be listed here separately.

Profit-Dollar amount of the profit for the category.

Profit Percent-The profit dollar amount divided by the total sale amount.

Customer Type Percentage Breakdown-The total for the customer type divided by the sub total of the product code.

Percent of Salesman Total Sales-The total for the customer type divided by the grand sales total for each salesman.

Percentage of Company Total Sales-The total for the customer type divided by the grand sales total for the whole report.

Labor Charges-The total job costed installation service.

Actual Labor- Regular and extra labor cost from the job cost file.

Profit on Labor-The dollar amount of profit on labor. Labor charges minus labor cost.

Profit Percentage-The profit on labor divided by labor charges.

Sales Totals-The total sales, including service lines from the job cost .

Service Lines-The total of service lines from the job costed customer orders.

Material-Sales total minus service lines.

Installation Service-The labor amounts in the job cost file. (Entered on the order header, not the lines).

Misc. Charges-Miscellaneous charges from the job cost file. (Entered on the order header, not the lines).

Sales Tax-Tax on the header in the job cost file.

Misc. Tax- Tax on the header in the job cost file.

Delivered total-(Sales total minus service lines) plus material plus installation service plus misc. charges plus sales-misc. tax.