CP0503 Customer Order Processing Sales History Reports

Reports

Sales History Reports

Application Overview

 

There are six Sales History Reports.  They are the Sales Comparison by Customer; Sales Comparison by Customer and Product; Sales Comparison by Product and Customer; Sales Comparison by Product Category and Product; Sales Comparison by Salesman, Customer and Product; and Sales Comparison by Ship-To, Customer and Product.

 

The reports present Sales History Data from a variety of perspectives and enable you to determine the profitability of customers, items, product categories and salespeople, as well as combinations of these factors.  You can determine, for instance, the customers whose sales provide you the greatest margin or the items that are most and least profitable.  These reports can assist you in devising marketing strategies and in making a variety of other management decisions.

 

Run Instructions

 

    COP Main Menu Ò Reports Ò Sales History 

 

 

Sales History Reports Entry Screen

 

 

The following options are available:

    • Select the desired mode from the Sales History Reports menu bar
    • A menu will appear allowing you to select one of these options:

        -  Sales Comparison by Customer

        -  Sales Comparison by Customer and Product

        -  Sales Comparison by Product and Customer

        -  Sales Comparison by Product Category and Product

        -  Sales Comparison by Salesman, Customer and Product

        -  Sales Comparison by Ship-To, Customer, and Product

     
      • Select the report that you want to print. A parameters entry screen will appear asking for the necessary range information for your report.  An explanation of each of these range entry fields is presented below. After the report is printed, it will return to the parameter entry screen for the entry of another range.

       

      To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

      Entry Field Descriptions

       

      Sales Comparison By Customer

       

      Name

      Type and Description

      1.  Starting Customer

      6 alphanumeric characters.

      Enter the starting customer number of the range you wish to print out. 

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to All.

      2.  Ending Customer

      6 alphanumeric characters.

      Enter the ending customer number of the range you wish to print out.

      Ending Customer (continued)

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to the starting customer number entry.

      3.  Exclude Zero Activity ?

      Y or N.

      Enter Y to show only active customers.  Defaults to N.

       

      Sales Comparison By Customer And Product

       

      Name

      Type and Description

      1.  Starting Customer

      6 alphanumeric characters.

      Enter the starting customer number you wish to print.

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to All.

      2.  Ending Customer

      6 alphanumeric characters.

      Enter the ending customer number of the above range. 

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to the starting customer number.

      3.  Starting Item

      15 alphanumeric characters.

      Enter the starting item number of the range you wish to print out.

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to All. 

      4.   Ending Item

      15 alphanumeric characters.

      Enter the ending item number of the above range.

      Press the F7 key to search by item number or pres the F8 key to search by item description.

      Defaults to the starting item number.

      5.  Exclude Zero Activity ?

      Y or N.

      Enter Y to show only active transactions.  Defaults to N.

       

      Sales Comparison By Product And Customer

       

      Name

      Type and Description

      1.  Starting Item

      15 alphanumeric characters.

      Enter the starting item number of the range you wish to print out. 

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to All.

      2.  Ending Item

      15 alphanumeric characters.

      Enter the ending item number of the above range. 

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to the starting item number.

      3.  Starting Customer

      6 alphanumeric characters.

      Enter the starting customer number you wish to print.


      Starting Customer (continued)

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to All.

      4.  Ending Customer

      6 alphanumeric characters.

      Enter the ending customer number of the above range.

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to the starting customer number.

      5.  Exclude Zero Activity ?

      Y or N.

      Enter Y to show only active transactions.  Defaults to N.

       

      Sales Comparison By Product Category And Product
       

      Name

      Type and Description

      1.  Starting Category

      3 alphanumeric characters.

      Enter the starting product category of the range you wish to print out.

      Press the F7 key to search for product category codes.

      Defaults to All.

      2.  Ending Category

      3 alphanumeric characters.

      Enter the ending product category. 

      Press the F7 key to search for product category codes.

      Defaults to the starting product category.

      3.  Starting Item

      15 alphanumeric characters.

      Enter the starting item number of the range you wish to print out. 

      Starting Item (continued)

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to All.

      4.  Ending Item

      15 alphanumeric characters.

      Enter the ending item number of the above range. 

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to the starting item number.

      5.  Exclude Zero Activity ?

      Y or N.

      Enter Y to show only active transactions.  Defaults to N.

       

      Sales Comparison By Salesman, Customer And Product

       

      Name

      Type and Description

      1.  Starting Salesman

      3 alphanumeric characters.

      Enter the starting salesperson number for the range you want to print out. 

      Press the F7 key to search by salesman number.

      Defaults to All.

      2.  Ending Salesman

      3 alphanumeric characters.

      Enter the ending salesperson number for the above range.

      Press the F7 key to search by salesman number.

      Defaults to the starting salesperson number.

      3.  Starting Customer

      6 alphanumeric characters.

      Starting Customer (continued)

      Enter the starting customer number of the range you want to print out. 

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to All.

      4.  Ending Customer

      6 alphanumeric characters.

      Enter the ending customer number of the range you wish to print out. 

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to the starting customer number.

      5.  Starting Item

      15 alphanumeric characters.

      Enter the starting item number of the range you wish to print out. 

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to All.

      6.  Ending Item

      15 alphanumeric characters.

      Enter the ending item number of the above range. 

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to the starting item number.

      7.  Exclude Zero Activity ?

      Y or N.

      Enter Y to show only active transactions.  Defaults to N.

       

      Sales Comparison By Ship-To, Customer And Product

       

      Name

      Type and Description

      1.  Starting Ship-To

      4 alphanumeric characters.

      Enter the starting ship-to number for the range you want to print out.  Defaults to All.

      2.  Ending Ship-To

      4 alphanumeric characters.

      Enter the ending ship-to number for the above range.  Defaults to the starting ship-to number.

      3.  Starting Customer

      6 alphanumeric characters.

      Enter the starting number you wish to print. 

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to All.

      4.  Ending Customer

      6 alphanumeric characters.

      Enter the ending customer number of the above range. 

      Press the F7 key to search by customer number or press the F8 key to search by customer name.

      Defaults to the starting customer number.

      5.  Starting Item

      15 alphanumeric characters.

      Enter the starting item number of the range you wish to print out. 

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to All.

      6.  Ending Item

      15 alphanumeric characters.

      Enter the ending item number of the above range. 


      Ending Item (continued)

      Press the F7 key to search by item number or press the F8 key to search by item description.

      Defaults to the starting item number.

      7.  Exclude Zero Activity

      Y or N.

      Enter Y to show only active transactions.  Defaults to N.

       

       

       

       


       

      Sales History By Customer

       

       


       

      Sales Comparison By Customer and Product

       

                                    

       

       

       

      Sales Comparison By Product and Customer

       

       


      Sales Comparison By Product Category and Product

       

                                    

       

       

       

      Sales Comparison By Salesman, Customer and Product

       

       

       


       

      Sales Comparison By Ship-To, Customer and Product

                                    

       

       

       

                          

       

       

       

       

      Customer Order Processing

      1. CP0000 Customer Order Processing Overview
      2. Common Reasons Why Pick Ticket Does Not Print
      3. How Do You Purge Quote Type Orders?
      4. Order Lookup by Customer and Ship-To
      5. Btrieve Error USE on COP Lock File
      6. How to Send Shipping Confirmation Email to Customer
      7. Order Inquiry Searching by Customer's PO (Purchase Order) Number
      8. Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
      9. How Do I Remind Salesmen to Send Order Acknowledgment?
      10. Is There a Way to Export and Import Price Code Files?
      11. Can a Credit for Kits on an Order Return Components to Inventory?
      12. How to Add System Date and Time on Laser Pick Ticket
      13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
      14. How to Subscribe to Add Order Event So I Only Receive E-mail When Credit Memo Is Created
      15. Manually Changed Sales Tax and Commission in Billing Screen Recalculates Again During Billing Selection
      16. Can Item Lead Time Be Added to the Sales Desk Screen?
      17. All of a Sudden COP Open Order Report Takes Forever to Complete
      18. Purge COP Sales Order with No Line Item
      19. The Top Barcode Will Not Scan on Pick Ticket
      20. Invoice Only Prints First 10 Characters of Purchase Order Number
      21. Why Would Invoice Balance Due Field Be a Credit?
      22. Open Order / Invoice History Inquiries GUI Windows Show No Column or Data
      23. Can the 'Design Your Own Picking Ticket' Feature Print in Pick Sequence?
      24. How to Lock a Sales Order from Being Changed
      25. What Do I Do With "Invoice Printed But Not OK" Orders?
      26. Warn Users When Entering COP Orders for Items Below a Certain Margin
      27. Can Elliott Support Gift Cards or Gift Certificates?
      28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
      29. Received Message "Must Run COP Setup First"
      30. What Are CP3HSxxx.BTR Files? Can We Delete Them?
      31. Restrict User from Changing Price in COP Line Item Screen
      32. How to Determine Who Receives Shipping Confirmation Email
      33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
      34. Feature - Print Outstanding Transfers Through Invoice Edit List
      35. Feature - Date Used to Determine Price When Adding Item to Existing Order
      36. Feature - Order Release Time by Warehouse Location
      37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
      38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
      39. Feature - Order Release Log File
      40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
      41. Feature - Receive COP Transfer Order Event
      42. Feature - Location Mask Added To Label File Name
      43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
      44. Feature - Added Customer Type to Invoice Print Programs
      45. Feature - Order Acknowledgment Email Contacts
      46. How to Correct Wrong Invoice Date Once It is Posted
      47. Feature - Show Previous Qty OH in Newly Receive Inquiry
      48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
      49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
      50. CP07S1 Customer Order Processing Backorder Audit Trail Report
      51. CP0102 Customer Order Processing Copy Order
      52. CP0308S1 Customer Order Processing Purge Invoice History
      53. CP0400M Customer Order Processing Order Inquiry
      54. CP0400V Customer Order Processing Void Invoice
      55. CP0406 Customer Order Processing Freight Calculation Inquiry
      56. CP0500 Customer Order Processing Sales History Processing
      57. CP0501 Customer Order Processing Sales History Trx Processing
      58. CP0502 Customer Order Processing Post/Purge Sales History Trx
      59. CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
      60. CP0300 Customer Order Processing Order Billing
      61. CP0503 Customer Order Processing Sales History Reports
      62. CP0504 Customer Order Processing Sales Analysis Reports
      63. CP0507 Customer Order Processing Sales History Period File Maintenance
      64. CP0600 Customer Order Processing Order Status Reports
      65. CP0800 Customer Order Processing COP Setup
      66. CP0701 Customer Order Processing Fill Backorders
      67. CP0901 Customer Order Processing Price Code File Maintenance
      68. CP1001 Customer Order Processing Ship-To File Maintenance
      69. CP01012 Customer Order Processing Newly Received Item Inquiry
      70. CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
      71. CP1200 Customer Order Processing Mass Price Change
      72. CP1400 Customer Order Processing Price List Report
      73. CP1600 Customer Order Processing Clear I/M & A/R Accumulators
      74. CP1700 Customer Order Processing Invoice History Inquiry
      75. CP1720 Customer Order Processing Invoice History Report
      76. CP1725S Customer Order Processing Print Duplicate Invoice
      77. CP1800S1 Customer Order Processing Purge Line Item Audit
      78. CP1900 Customer Order Processing Line Item Auditing Inquiry
      79. CP1920 Customer Order Processing Line Item Auditing Report
      80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
      81. CPCMSMNT Customer Order Processing Sales Commission File Maintenance
      82. CPCNLORD Customer Order Processing Cancel Order
      83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
      84. CPCONMNT Customer Order Processing Contract Pricing
      85. CPCUSITM Customer Order Processing Customer Item File Maintenance
      86. CPCWLPSN Customer Order Processing Purge Customer Wish List
      87. CPCWLSCN Customer Order Processing Customer Wish List Report
      88. CPEXPMNU Customer Order Processing Sales Order Export
      89. CPFUTMNU Customer Order Processing Future Price File Maintenance
      90. CPIMPMNU Customer Order Processing Sales Order Input
      91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
      92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
      93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
      94. CPPAYSCN Customer Order Processing Payment History Report
      95. CPPICMNU Customer Order Processing Pickup Processing
      96. CPPORGSN Customer Order Processing Generate P/O Reference
      97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
      98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
      99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
      100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
      101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
      102. CPRECMNU Customer Order Processing Recurring Order Processing
      103. CPRESORD Customer Order Processing Release Held Orders
      104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
      105. CPROIMNU Customer Order Processing Recurring Order Inquiry
      106. CPSBMENU Customer Order Processing Shipment Confirmation
      107. CPSETCUS Customer Order Processing Reset Customer Sales/Cost
      108. Feature - ACH Warning When Changing Order Terms
      109. CPSLSDSK Customer Order Processing Sales Desk
      110. CPFRMMNT Customer Order Processing Invoice Form Setup
      111. Feature - Transfer Qty On Order Status Reports
      112. Feature - Shipping Verification Item Event
      113. Why Does the Sales Order Date Not Match the Entered Date?
      114. Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
      115. Feature - Purge WMS Staging Batches
      116. Feature - Sales Order Import Line Item Event
      117. SCLAYOUT Sales Desk Change Customer Data Window
      118. SDLAYOUT Sales Desk Screen Layout
      119. XCP0352 Customer Order Processing Print Invoices
      120. Global Setup for Invoice Printing Time Release Flags
      121. Feature - Order Ship Status Auditing Report
      122. Feature - Check for Duplicate PO During Sales Order Import
      123. Feature - Print Staging Slip by Range Selection of Bin Numbers
      124. What's The Bar Code Symbology Used on Pick Ticket Heading Area?
      125. My Users Are Not Able to Void COP Invoice After Elliott Update
      126. Feature - Display Usage of Item Customer Usage from Inventory Transactions
      127. Feature - Sales Order Import To Warn If Sales or Weight Greater Than Certain Value
      128. Close Transfer Order Requires Resetting ATP and Qty. on Order
      129. Feature-Change EDI Flag in Order Entry
      130. Feature - Control Packing List Print Depending on Work Order Creation
      131. Feature - Sales Promotion Desk
      132. Feature - Staging Slip Ability to Select Only Order With or Without Work Order
      133. Feature - Stock Analysis Processing
      134. Feature - Cancel and Close Order Option Added to Cancel Pick Ticket Application
      135. Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
      136. Security Flag to Allow User to Change COP Incomplete Order to Complete
      137. Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
      138. Feature - Ability to Change EDI Import Path
      139. Feature - Two-Location Support In Sales Desk
      140. Feature - Print Packing List by Box Number
      141. What Do the Statuses Mean on the Order Inquiry Screen?
      142. Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
      143. Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
      144. Feature - Auto Release Held Order Utility
      145. What Other Programs Can Update Order Date Picked Field?
      146. Feature - Added "Put Away Slip" Section to Staging Slip
      147. Feature - COP Custom Product Structure to Show Price & Cost
      148. Feature - Not Allowing All Customers When Printing Pick Ticket
      149. Feature - Restrict Access to the Open Credit Field in the Order Payment Window
      150. Feature - Add First Line Bin Number Sort to Picking Ticket
      151. In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
      152. Feature - New Summary Area for Open Orders by Customer / Fill Back Orders by Customer Report
      153. Suggestion to Implement PDF PostOffice Invoice Based on Invoice History
      154. Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
      155. How to Export Price Codes to CSV File
      156. How to Create Credit Memo from Invoice History
      157. Feature - Drop Ship Enhancement
      158. Feature - Negative Discount Percent Support
      159. Automatically Create Invoice History Summary by Date Through Defer Processing
      160. Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File
      161. Feature - Replacement Sales Order Import to Keep Changed Promise Date
      162. Suppress Nothing in Range Message with Laser Order, Quote and RMA Acknowledgement
      163. Feature - How to Not Update Previous Tracking Note in Shipment Data Update
      164. Feature - Shipment Data Update Event
      165. Feature - Override or Filter Invoice Form Number
      166. Feature - Create ASN Label Records in Order Inquiry
      167. Feature - Print One Invoice with Form Selection

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