Customer/Item Class Inquiry (SAI617)

Use this program to review customer purchasing patterns in terms of specific groups of items, or item classes.

To display customer/item class inquiry information:

1. Specify the Customer.  

2. Specify the item class.  

3. If the customer selected has several item classes, click Customer/Item Class by Customer to open the Customer/Item Class file for the specified item class or scroll through customer item classes to review sales volume of each item class.

4. Specify the Ship-to location. If the selected customer has several locations, you can review sales volume of the item selected at each of the customer’s locations. Press Enter (CR) to default to SAME ship-to address that is set as the default in the customer’s master file (Customer F/M).

5. Specify the display code for the inquiry view. You can select from: Accumulated, Comparison, Multiperiod.

The Accumulated format displays the sales dollars, cost, gross margin ($), gross margin (%) and, in item and item class inquiries, units for the current period, previous period, year-to-date, prior year-to-date, prior year, past 6 periods and past 12 periods. When making comparison between year-to-date figures and prior year figures, keep in mind that year-to-date figures include the current period; however, prior-year-to-date figures exclude the current period 12 months ago. As a result, more accurate comparison can be made at the beginning of each period.

The Comparison format provides a historical comparison of the sales dollars, cost, gross margin ($), gross margin (%) and, in item and item class inquiries, units. This format requires you to enter a beginning and ending period as well as the number of past periods to compare. If you select the comparison format, the system displays the dates of the last sale to the customer and the last sale to ship-to location. Historical comparison data will display for:

The Multiperiod format displays the sales dollars, cost, gross margin ($), gross margin (%) and units (for item and item class inquiries only) for the current period and the previous periods you specify. This format requires you to specify the beginning period, the number of periods to view, and the number periods back for the muti-period comparison range.Click the Comparison check box to indicate you want compare mutli- period customer information.

6. For any format, click the Show Chart check box to indicate you want to view customer/item class sales information graphically.

When you select this check box, the Chart Contents section is enabled, where you can select the types of customer information for the graph. The Chart displays sales, cost, gross margin or units (in item and item class information) in a graphical format based on your selections below. The chart also allows comparison graphing of sales vs. gross margin or any other combination of sales, cost, and gross margin.

7. (Optional) Click the Cost, GM, GM% and Units check boxes to include each type of information on the chart for the specified customer/item class.

8. When you have finished viewing historical sales information the specified customer/item class selected, click Done to return to the Customer field. Specify the customer number for the inquiry or click Done again to exit the screen.