CP0503 Customer Order Processing Sales History 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