Use this program to review historical sales information, such as sales, cost of goods sold, gross margin and gross margin percentage, for each customer on record. Accumulated, Comparison, Multiperiod and Graph formats are available in this inquiry. When you access this screen, the system displays the current period for your company.
To display customer inquiry information:
1. Specify the Customer for the inquiry.
2. If the customer selected has several Ship-To locations, you can review sales volume of an item for each of the customer’s locations. Press Enter to default to SAME, or the same ship-to information in the customer’s master file (Customer F/M).
3. For Customer Ship-To’s by Number, if the customer selected has several locations, you can click to open the Ship-To address file for the specified customer or scroll through customer ship-to locations to review sales volume of an item for each of the customer’s locations
4. Specify the display code for the inquiry view: 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 specify 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.
5. For any format, click the Show Chart check box to indicate you want to view customer sales information graphically.
When you select this check box, Chart Contents section of the screen is enabled, where you can specify 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.
6. (Optional) Click the Sales check box to include sales information for the chart of the specified customer/ship-to location selected.
7. (Optional) Click the Cost check box to include cost information for the chart of the specified customer/ship-to location selected.
8. (Optional) Click the GM check box to include gross margin information for the chart of the specified customer/ship-to location selected.
9. (Optional) Click the GM% check box to include gross margin percentage information for the chart of the specified customer/ship-to location selected.
10. When you have finished viewing historical sales information the specified customer/ship-to location selected, click Done to return to the Customer field. Enter the customer number for the inquiry or click Done again to exit the screen.