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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. 

Available Sales Report List:

reports. This data can help direct the company to establish market trends and demands. 

Available Sales Report List:

Report CodeReport NameDescription
SR-01Daily Sales Report With Cash Flow Analysis
  • Allow user/Manager to monitor daily/weekly/monthly/yearly Net Sales and Collection generated by Branch
SR-02Daily Invoice Summary Report
  • Allow user/Manager to monitor daily/weekly/monthly/yearly invoices generated by Branch, User and Salesman for controlling/auditing purpose. 
SR-03Daily Sales Report with Inventory Category Grouping
  • To calculate salesman commission manually (if applicable)
  • Allow user to generate/monitor sales report by "Category Grouping" in the inventory features
  • Ease of decision making for marketing strategy, increase sale performance by: re-grouping inventory category by sale performance
SR-04Sales Report by Invoice with Inventory Category Grouping
  • Provide Net Sales report by document levels (Invoice and Sales Return) with Inventory Grouping
SR-05Stock Sales Report

This report displays the In and Out of inventory quantities due to Sales or Sales Return. the balance quantity can be obtained here as at specific dates. The other information provided are :

  • Unit price = How much it is invoiced (sales price) or for Sales Return (how much is refunded or CM to customers).
  • Unit Cost (Average) = Cost / Quantity
  • Amount = Quantity x Unit price
  • Cost = Quantity x Unit Cost (Average)
  • Gross Margin = Amount - Cost
  • Margin (%) = Gross Margin / Amount x 100%
SR-06Stock Sales by Item Code
SR-07Stock Sales Details Report By Item Code (same with SBR-07)
SR-08Sales Report by Daily, Weekly or Monthly
  • Allows users to do comparison between 2 or more months on Sales for each Item Code. This report will give information on the sales quantity which might help to analyze the stock ordering management. 
SR-09Detailed 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.

SR-10Gross Profit by Invoice ReportFrom 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.
SR-11Stock Sales Report By Item Code with Discount and Tax
SR-12Sales Report For GL Code Item
SR-13Daily Sales Report In Receipt Format
SR-14Daily Sales and Collection with Card Type Summary by Branch
SR-15Daily Sales Report by Manager Hierarchy and Branch
SR-17Master Dealers PSI Report
SR-18Sell-Thru Coverage Summary Report
SR-19Sell-Thru Distribution Efficiency Report
SR-20ST Price Volatility
SR-21Sell Thru Price Overview
SR-22SI / ST / SO Achievement Report 
SR-23Prescription Record
SR-24Poison Record
SR-25CE Dealers PSI Report
SR-26Sell Out Coverage Report
SR-27Departmental Sale and Profit Monthly Report 
SR-28Stock Sales And Purchase By Item Code Report
  • Stock Balance = Acc Inv Value in SBR-05 for the selected location, as of the selected Date To

Image Added

  • Stock Turn Ratio = Stock Balance / Cost
  • Last Purchase = last GRN for the selected location
SR-29SalesItem And Collection With Invoice Aging Report
SR-30General Purchase Sales Inventory Report
SR-31Multi Branch Stock Sales Summary By Item CodeThis report is similar to SR-06, however this report will show Balance Stock as of date with QTY, Sales Amount before Tax and GP% by selective branches


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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-08 Sales Report by Daily, Weekly or Monthly

This report allows users to do comparison between 2 or more months on Sales for each Item Code. This report will give informations information on the sales quantity which might help to analyze the stock ordering management. 

  • Select Branch → controlled by permission
  • 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 Salesman
  • Select the Calculate Base On → controlled by permission to view replacement cost or MA cost by company
  • Select Customer Type from the drop down list → deselect will generate ALL types
  • Select Date Range → by month, week or day
  • Tick Group by →  Item level, branch or do not group; refer below as sample.

Item Level → categorized by item level

Branch → categorized by branch

Do not Group → indicate the whole company performance

  • Click on Printable Page → to print current columns or tables
  • Click Printable Page 2 → to print by group
  • Click Export Excel or CSV → to export current tables or columns
NOTES:
  • GP column will shown regardless the user only allowed to see specific cost (replacement cost or MA cost) → calculation is based on the "calculate base on' column

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titleSR-11 Stock Sales Report by Item Code with Discount and Tax

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  • Select Lcoation Location → controlled by permission
  • Select Date Range
  • Key In Specific Item Code or Item Fuzzy Search for description or select the Item Category
  • Select Item Status, Item Category and item Type → for additional filter
  • Tick to show zero discount and tax → if any
  • Click Generate Report Now

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