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Sales Analysis Inquiry Overview

Use the Inquiry programs to view historical data by customer, item, salesperson, and branch for the current period and 26 previous periods.

The program provides historical sales information for the following:

Customer Inquiry	Item/Warehouse Inquiry
Item Inquiry	Item/Invoice Inquiry
Salesperson/Territory Inquiry	Temporary item Inquiry
Item class Inquiry	Lot item Inquiry
Customer/item Inquiry	Serial item Inquiry
Customer/item PTD, YTD Inquiry	Commissions Inquiry
Customer item class Inquiry	Branch Inquiry
Salesperson/item class Inquiry

Sales Analysis information can be viewed in four formats:

Accumulated 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.

Comparison format displays 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. Historical comparison data will display for:

the current period vs. the corresponding period for the prior year
the entered range of periods for the current year vs. the corresponding range of periods for the prior year
the difference between the two periods in percentage

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.

The Chart displays sales, cost, gross margin or units (in item and item class information) in a graphical format. Graphs also allow comparison graphing of sales vs. gross margin or any other combination of sales, cost, and gross margin.

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