Generate Sales Analysis Report

Follow these steps to generate Sales Analysis:
 
Path: Reports > Sales and Purchasing > Sales Analysis
          Sales-A/R Module > Sales Reports > Sales Analysis
 
Click on the specific report, A Selection Criteria will appear that contains 3 Tabs:
  • Customer Tab                 - Analyze the sales volume for each customer or for customer groups.
  • Items Tab                       - Analyze the sales volume either per item or per item group.
  • Sales Employee Tab      - Analyze the sales volume per sales employee.
 

Sales Analysis Report: Customer Tab

Use this tab to specify selection criteria for the Sales Analysis by Customer report.
 
  1. Select whether you want the report to reflect results for the entire year, per month or per quarter.
  2. Select the document type on which you want to base the sales analysis. (Invoices, Orders, Delivery Notes)
  3. Select "Individual Display" to display the report for individual customers.
  4. Enter the Posting Date "From and To" to generate the report within the specified dates.
  5. To generate specific Customer, enter the same Customer Code "From and To", otherwise leave it as "blank" to generate all the customers.
  6. Choose Specific Properties if applicable.
  7. Click OK
  8. Then a summary of Sales Analysis by Customer is generated.
  9. Double-click on row number for a detailed report.

 

Sales Analysis Report: Item Tab

Use this tab to specify selection criteria for the Sales Analysis by Item Report, which analyzes sales either per item or per item group.
 
  1. Select whether you want the report to reflect results for the entire year, per month or per quarter.
  2. Select the document type on which you want to base the sales analysis. (Invoices, Orders, Delivery Notes)
  3. Select "Individual Display" to display the report for individual customers.
  4. Enter the Posting Date "From and To" to generate the report within the specified dates.
  5. To generate specific Items, enter the same Item Code "From and To", otherwise leave it as "blank" to generate all items.
  6. Choose Specific Properties if applicable.
  7. Tick Secondary Selection to show additional parameters. (Optional)
  8. Click OK
  9. Then a summary of Sales Analysis by Items is generated.
  10. Double-click on row number for a detailed display of all the sales.
 
 

Sales Analysis Report: Sales Employee Tab

Use this tab to specify selection criteria for the Sales Analysis by Sales Employee Report, which analyzes sales volume per sales employee.
 
  1. Select whether you want the report to reflect results for the entire year, per month or per quarter.
  2. Select the document type on which you want to base the sales analysis. (Invoices, Orders, Delivery Notes)
  3. Enter the Posting Date "From and To" to generate the report within the specified dates.
  4. To generate specific Sales Employee, enter the same Sales Employee Code "From and To", otherwise leave it as "blank" to generate all Sales Employee.
  5. Tick "Include Inactive Sales Employee if applicable.
  6. Click OK
  7. Then a summary of Sales Analysis by Sales Employee is generated.
  8. Double-click on row number for a detailed report.
 
 
 
 
 

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