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A sales analysis report shows the trends that occur in a company's sales volume over time. A record of calls made and products sold during a particular time frame kept by a sales person , outlet manager or management. For example, a sales volume observed per item or group of items.

In its most basic form, a sales analysis report shows whether sales are increasing or declining. At any time during the fiscal year, sales managers may analyze the trends in the report to determine the best course of action. Managers often use sales analysis reports to identify market opportunities and areas where they could increase volume. For instance, sales trends during periods and revenue reports. This data can help direct the company to establish market trends and demands. 

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titleSR-01 Daily Sales Report With Cash Flow Analysis

This report allow user/Manager to monitor daily/weekly/monthly/yearly Net Sales and Collection generated by Branch

  • Select Branch
  • Select Date Range 
  • Select Customer Type from the drop down list → deselect will generate ALL types
  • Select Details → Company Name or Contact Person and Company Name
  • Tick Display Columns → if needed

  • Tick Options → Show Receipt with 0 amount
  • Click Generate Report
  • Click Printable Page → to print current columns or tables
  • Click Printable Page without Salesman → to print current columns or tables without salesman column
  • Click Printable Page with Branch Running Number → to print current columns or tables with Branch Running Number

  • Click Printable Page with Customer Invoice Listing → to print without Payment Method, Terms, Trade In, Disc, Tax and User

  • Click Printabe Page with Signature → to print current columns or table with signature

  • Click Printable Page with Vehicle → to print current columns or table with vehicle information

NOTES:

Terms = Invoice Amount - Sum of Receipt (RCT) / Cedit Memo (CM)   
  • This Column will ONLY shown current transaction amount instead of the entire transaction amount. 

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titleSR-31 Multi Branch Stock Sales Summary By Item Code

Similar This report is similar to SR-06, however this report will show Balance Stock as of date with QTY, Sales Amount before Tax or and GP% by selective branches

  • Select Date Range
  • Select Location and Branches → need to choose EITHER Location or branch
  • Select Salesman
  • Select Customer Type → deselect all will generate ALL
  • Key in Item Code → if any
  • Select Item Category → if any
  • Select Item Status → by default is active
  • Select Item Type → deselect all will generate ALL
  • Select Calculate Base On → under Inventory (Permission)
  • Select Group By → refer to Item Category Level
  • Select Sort By → Item Name, Gross Profit or QTY Sold
  • Tick Options
  • Click Generate Report Now

NOTES:

  • Cost View and Branch Availability are guided by Inventory (Permission)
  • If Branch is selected, but no location → system will be filtered by branch
  • If Location is selected > system will be filtered by location
  • If Location and Branch are selected > will be filtered by both
  • If no branch and location selected, error message will be displayed as per the following image:

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