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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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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 CodeThis report displays the summary (No documents displayed) of item codes and the QTY sold, including the Price, Cost and GP. 
SR-07Stock Sales Details Report By Item Code (same with SBR-07)This report allows user to view the item codes which has backlog 
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 TaxThis report allows user to view the Item Codes with the List Price as well as the Discount before Tax and the Price amount after Tax.
SR-12Sales Report For GL Code ItemUser will be able to view the Sales for the Item Code which is GL Code type. 
SR-13Daily Sales Report In Receipt FormatShows the daily sales report by user and transactions in receipt format
SR-14Daily Sales and Collection with Card Type Summary by BranchThis report merge or combine the Payment Mode from Credit Card Configuration and shows the amount by row in 1 column
SR-15Daily Sales Report by Manager Hierarchy and BranchSR-17Master Dealers PSI ReportSR-18This report shows the sales and sales return amount by user which allows the management generate by hierarchy (3 date ranges). 
SR-17Master Dealers PSI ReportCustomized Report
SR-18Sell-Thru Coverage Summary ReportCustomized Report
SR-19Sell-Thru Distribution Efficiency ReportCustomized Report
SR-20ST Price VolatilityCustomized Report
SR-21Sell Thru Price OverviewCustomized Report
SR-22SI / ST / SO Achievement Report Customized Report
SR-23Prescription RecordCustomized Report
SR-24Poison RecordCustomized Report
SR-25CE Dealers PSI ReportCustomized Report
SR-26Sell Out Coverage ReportCustomized Report
SR-27Departmental Sale and Profit Monthly Report SR-28Stock Sales

This report shows the sales and profit by customer type and item category.

SR-27 can be compared with SR-06 on the Sales Amount Exclude Tax and GP. make sure the filter are the same when generating both 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

  • Stock Turn Ratio = Stock Balance / Cost
  • Last Purchase = last GRN for the selected location
SR-29SalesItem Sales Item And Collection With Invoice Aging Report

Enhancement from SR-09 report with additional filter on the invoice aging and also item point calculation


SR-30General Purchase Sales Inventory ReportSimilar with SR-25 with additional item filter
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-14 Daily Sales and Collection with Card Type Summary by Branch

screenshot-3.pngImage Added


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titleSR-15 Daily Sales Report with Manager Hierarchy and Branch

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titleSR-28 Stock Sales and Purchase by Item Code Report

This Report is the combination of SBR-05, stock movement and SPR-01 which list all items, regardless if there's sales during the selected duration. 

  • Stock Balance : Acc Inv Value in SBR-05 for the selected location, as of the selected Date To
  • Stock Turn Ratio : Stock Balance / Cost
  • Last Purchase : last GRN for that location

  • Select Company and click 'Change'
  • Select Location
  • Select Date Range
  • Key in specific Item Code or click 'Item Code Fuzzy Search' for search function
  • Key in Item Code Range → if any
  • Select Item Status → default is active
  • Select Item Type → deselect all will generate ALL types
  • Select Group By → item category under Item Categories
  • Tick Options → default will tick all options 
  • Click "Generate Report" 

  • Click Printable Page → to print current columns or tables
  • Click Export Excel xls File → to export current tables or columns to excel file
  • Click Export CSV → to export current tables or columns to CSV file
Tips
  • Stock Balance = Acc Inv Value in SBR-05 for the selected location, as of the selected Date To

  • Stock Turn Ratio = Stock Balance / Cost
  • Last Purchase = last GRN for the selected location

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