Fastbase Accounting System - Online Manual
Customer Sales Analysis Report
Entered Thu, 22 May 2003 14:09 by Peter Campbell
Updated Tue, 12 Jul 2005 15:24
Go to Reports -> Sales -> Customer Sales Analysis Report.
This report is designed to cover almost all sales reporting requirements. The report has many options which make it very flexible. Below is a detailed description of each option (some common reports are described below to help you better understand how these options work).
Select a customer or customers to report on. The default is "All Customers". See Selecting Accounts for Reports & Processing.
Select a product or products to report on. The default is "All Products". See Selecting Accounts for Reports & Processing.
Period Start/End Date:
Enter the date range to report. This will be treated as the selected period. If you select to print YTD or LYTD figures (see "Report Columns") the computer will work out the dates automatically.
You can sort the report by customer name or customer number. You can also sort and group the report by salesperson, branch, area, operator or customer type.
You can print anything from a summary report (no customer details, just sales totals) to detail including individual line items.
0, None (summary); this gives totals only. If sorting the report then one line will print for each main group.
1, One line per customer; this shows 1 line per customer (ie: totals for each customer).
2, Detail by Invoice; this shows 1 line per invoice, with headings for each customer.
3, Detail by Product Type; this shows a line for each product type sold to each customer, with headings for each customer.
4, Detail by Part; this shows a line for each part sold to each customer, with headings for each customer.
5, Detail by Line Item, sorted by Invoice; this shows every line item sold to each customer with details including part, invoice, date etc (sorted into invoice no. order for each customer).
6, Detail by Line Item, sorted by Part; this shows every line item sold to each customer with details including part, invoice, date etc (sorted into part number order for each customer).
You can specify what periods to print figures for. The default is the selected period only. You can also print the YTD figures or LYTD figures. You can also specify a date range covering several months and have the system produce one set of columns for each month.
Enter "Yes" if you want to print the cost, profit and profit% columns.
Include Qty Sold?:
Enter "Yes" to print the quantity sold.
Include Unit Prices?:
Enter "Yes" to print the unit cost and unit sell prices. This option can only be selected when the "Detail Required" option is set to "detail by line item".
Enter "Yes" to report the number of dockets (invoices & credits) and the average value. This option can only be selected when the "Detail Required" level is "None (summary only)" or "One line per Customer".
This option can only be selected if the "Customer Sequence" is either Branch, Area, Salesperson or Customer Type and the "Detail Required" is set to "None (summary only)". The budget figures can be entered as follows:
Utilities - Areas
Utilities - Branches
Utilities - Codes
This option can only be selected if the "Customer Sequence" is set to Salesperson.
See Utilities - Codes for details about entering salesperson commissions.
Enter "Yes" to start each new section on a new page. This applies when the "Customer Sequence" option is set to salesperson, branch, area, operator or customer type.
Select the output device for the report. See Creating Reports - General Comments for details.
More OptionsPrint Credits Only?:
Enter "Yes" to report credits only, this can be used to help analyse credit note details by customer.
To print a standard customer sales report do not change any options, simply select "Run Report".
To print a salesperson analysis report change the "Customer Sequence" option to "Salesperson". Set the "Detail Required" option as required, setting it to "None (summary only)" will produce a one page report with 1 line for each salesperson.
To print a salesperson commission report to the above then set the "Print Commissions?" option to Yes.
To print a report showing all customers sales over a 12 month period in a spreadsheet form set the "Report Columns" option to "One set of columns per month". Set the "Include COS/Profit?" option to "No" to remove those extra columns.
This report could be sent to a spreadsheet (like Excel) by setting the "Output Device" option to "Export". See Creating Reports - General Comments for details.
Many other reports can be created, experiment with all the options to get the best results.
Additional NotesThis report includes the Saved Reports feature.