Salesperson/Item Class Inquiry (SAI618)

This program allows you to track a salesperson’s historical sales data in terms of item classes, or user-defined groups of items.

Use the following fields to display salesperson/item class inquiry information:

1. Salesperson/Territory

Press Enter (CR) to default to the first record on file or, if you already have a salesperson selected, the next salesperson on file. Press F2 or $image\find_shg.gif$ to search.

2. Item Class

Press Enter (CR) to default to the first record on file or the next record on file if the an item class is already selected. Press F2 or $image\find_shg.gif$ to search.

3. Sisp Terr/Item Class by Salesperson

If the salesperson/territory selected has several item classes, you can click to open the salesperson territory/item class by salesperson file for the specified customer or select $image\excl_left_shg.gif$ $image\excl_right_shg.gif$ to scroll through salesperson/territory codes to review sales volume of an item class for each of the salesperson.

4. View

Enter 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 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

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.

For the Multiperiod view, the following fields are available:

5. Beginning Pd

Enter the beginning period for the multiperiod view.

6.. # Pds

Enter the number of periods to view.

7. Comparison

Select the Comparison checkbox to indicate you want compare mutli- period salesperson/territory by item class information

8. # Pds Back

Enter the number periods back for the mutiperiod comparison range.

9. Show Chart

Select the Show Chart checkbox to indicate you want to view salesperson/territory by item class sales information graphically.

When you select this checkbox, FACTS enables the Chart Contents section of the screen, 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.

10. Sales

Select the Sales checkbox to include sales information for the chart of the specified salesperson/territory by item class

11. Cost

Select the Cost checkbox to include cost information for the chart of the specified salesperson/territory by item class.

12. GM

Select the GM checkbox to include gross margin information for the chart of the specified salesperson/territory by item class.

13. GM%

Select the GM% checkbox to include gross margin information for the chart of the specified salesperson/territory by item class.

14 Units

Select the Units checkbox to include units information for the chart of the salesperson or territory/item class selected.

When you have finished viewing historical sales information the branch selected, press the Done button to return to the Salesperson/Territory field. Enter the Salesperson/Territory number for the inquiry or press Done to exit the screen.