| Sales Analysis
The Sales Analysis module has a dual function in that it is the repository of all
A/R sales and margin statistics as well as sales representative’s statistics including commissions. The Sales statistics for customers and sales representatives are automatically captured for current-month-to-date, current-year-to-date and last year showing
sales and margin.
Optionally by individual sales representative and customer, this same data can be collected and maintained for each of the past 12/13 periods for each selling branch and product class. This then makes available a wide range of reports, both during the month, at month-end and as statistical reporting after the month-end. Each report has the capability of being printed for specific ranges of customers, sales representatives, branches and product classes.
Online sales analysis inquiry:
 | Create online sales analysis panels |
| Sequence by Branch, Salesman, Product Class, Customer |
| Define the data detail online |
| Select specific data on each inquiry |
| Displays current or previous month information |
| Display 12 month trend or year to date and last year data |
| Sales, Margin and Margin % available |
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Current month reports:
| Customer Reports
| Division Customer Sequence |
| Division, Area, Type, Customer sequence |
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| Salesman Reports
| Salesman/Customer sequence |
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| Manufacturer/Part Reports
| Manufacturer Part sequence |
| Product Class/Manufacturer Part sequence |
| Abbreviation/Manufacturer Part sequence |
| Current inventory position
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Detail reports:
| Salesman Reports
| Salesman Product Class sequence and totals |
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| Product Class Reports
| Product Class sequence and totals |
| Product Class Customer sequence and totals |
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| Branch Reports
| Branch Product Class sequence |
| Branch/Customer Product Class sequence and totals |
| Branch-Salesman/Product Class sequence and totals |
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| Detail reports are optionally available during the current month or as historical reporting with last month as the current month
Commissions
| As a percentage of sales or gross margin |
| As a varying percentage of sales or gross margin for each
manufacturer part varying by a user supplied gross margin table |
| As a bonus dollar addition for each manufacturer part varying by a user supplied gross margin
table |
| Supports a variety of order types and priorities |
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| Customer Part
| Optionally maintains the sales and margin of each part purchased by a customer showing last year and current-year-to-date totals as well as last purchase date, price, cost and invoice number |
| Optionally maintains above for inquiry showing all parts purchased by this customer or all customers purchasing this part
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www.partshandler.ca
