Use this program to review historical sales information, such as sales, cost of goods sold, gross margin and gross margin percentage, for different salespeople on record.
To display Salesperson/Territory Inquiry information:
Specify Salesperson/Territory.
(Optional) Click Slsp/Terr by Number to open the Salesperson/Territory by Number file or scroll through salespersons/territories to review sales volume for each of the salespersons/territories.
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 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 salesperson/territory information.
4. Click the Show Chart check box to indicate you want to view salesperson/territory sales information graphically.
When you select this check box, the Chart Contents 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.
5. (Optional) Click the Sales, Cost, GM, and GM% check boxes to include each type of information on the chart for the specified salesperson/territory.
6. When you have finished viewing historical sales information the salesperson/territory selected, click Done to return to the Slsp/Terr field. Specify the salesperson/territory number for the inquiry or click Done to exit the screen.