Sales Analysis Overview
Sales Analysis Overview
The FACTS Sales Analysis module maintains accurate file information that has been posted from other modules in the system.
The Sales Analysis module is divided into the following menus:
Reports & Prints, including Customer Reports, Salesperson/Territory Reports, Item Reports and the Branch Report
File Maintenances, including Infrequent F/Ms.
All information stored in Sales Analysis is created in the Accounts Receivable, Sales Orders, Job Cost, and Equipment Rental modules. The sales information is posted from the AR Invoice Register, JC Invoice Register, and ER Daily Rental Register and the SO Daily Sales Register.
You can determine which modules sales information the SA module uses via settings in the SA Static Control F/M program.
Most files in the Sales Analysis system store 26 periods of information. Customer, salesperson/territory and branch information includes sales, cost, gross margin $ and gross margin %. Item information includes sales, cost, gross margin $, gross margin % and units. Two additional files store customer/item month-to-date and year-to-date information and current period item/invoice information.
In all SA multi-period reports, you can select one of the three following available formats: 1) accumulations of sums, 2) comparison of any range of periods to any other range (i.e., current year to previous year), including variance and 3) multiple periods printing up to twelve periods selected.
You can also set which of the available figures to print and the order in which they print (sales, cost, gross margin $, gross margin % and units). In addition to the figures, you can set a cutoff to exclude figures above or below a certain number. You can also flag reports to print figures in descending order.
