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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-09 Detailed Sales Item and Finance Charges Report

The cost of sales for each invoice item is not limited to the inventory cost (cost of goods sold). There are several other costs incurred, for example, if the customers pay using Credit Card or Easy Payment Scheme (EPP) where finance charges could be amounting to between 5% to 9%, which is pretty significant. While giving out sales commissions to the salesman, sometimes it makes sense to deduct these direct charges, and only pay out commissions based on gross profit calculated after deducting these finance charges etc.

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  • Select Branch → controlled by permission
  • Select Date Range
  • Key In Specific Item Code or Item Fuzzy Search for desciption or select the Item Category
  • Select Item Status, Item Category and item Type → for additional filter
  • Select the Calculate Base On → controlled by permission to view replacement cost or MA cost by company
  • Select Salesman (compulsory) and sort by
  • Select display item category → for printable 6 only
  • Tick to hide child items 

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  • Click Printable page 1 → to print current columns
  • Click Printable Page 2 → to print without finance charges

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  • Click Printable Page 3 → for format another printable arrangement

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  • Click Printable with Serial Number 
  • Click Printable Page 5 → to show 


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titleSR-10 Gross Profit by Invoice Report

From this report, users will be able to know the summarized gross profit (GP) amount of each invoice and the progress of the settlement of the invoice.

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