Item Sales Totals (Report)

Shows total quantity and value of each item ordered within the date range selected. Amounts are based on the ship date, quantity ordered, and the price of the item listed on the order. May be printed as an order guide with barcodes. When printed with barcodes, enter the quantities needed, scan with PocketRep and leave guide with totals with the customer.

Selected from either the Customer or Vendor forms, this report is used to drill down into product sales by category, option, extended amount, quantity, order count, and commission amounts. Although the reports are similar when printed from either form, their differences reflect the perspective and information relative to the needs of the customer and vendor.

On the right hand side of the report, the Percent of Totals - Amt and Qty show the item's percentage relative to the total sales reported. The Percent Quantity is an important measure for Activity Based Costing (ABC) comparison. The costs for activities like pricing, stocking, and inventory management are directly related to quantity. As a result, products with a Percent Quantity that is greater than their Percent Amount will be associated with higher activity based costs.

An Accrual column, used to track advertising allowances, precedes the Percent of Totals columns. This column will be empty if the total value of accruals for the report is zero.

When the report is printed from the Customer form, it can be used as an order entry form for items previously ordered by the customer. This type of order form provides an excellent synopsis of the customer's order history by product for the vendor selected.

When the report is printed from the Vendor form, commissions are shown by default. Sorting the products by Commission Amount can show you what the agency's least or most productive items are. To avoid showing these values, take the check mark out of the Comm check box. With this check removed, the report can be printed and used as a vendor order sheet. Because this order sheet can be used to show the popularity of items within the line, it can be a useful tool for first time orders from new customers.

To print the report:
1) Remove the check from the Details check box if you only want totals for the customer or vendor groups. Otherwise, each item will be shown
2) Enter a percentage if you would like to report on the top or bottom percentage of items sold
3) Select a vendor if you are accessing the report from the Vendor form and have selected a vendor. Otherwise, all vendors' sales will be included in the report
4) Select a category if a category choice is provided
5) Select a field to sort the report by
6) Click the <Sort Ascending/Descending> button if the report is to show only bottom or top percentage of item sales. Ascending will show the bottom percentage of sales, descending will show the top percentage of sales.
7) Select a date range.
8) Click the preview button to preview and then print your report.

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