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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-05 Stock 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%

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  • The new enhancement now allows user to view sets of information with an additional Branch column, by which the respective Invoices will be displayed according to the branches.
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  • Key in Customer PKID or click Select for search function
  • Select Custumer Type → base on drop down list under Drop Down List
  • Select Customer Category →base on drop down list under Drop Down List
  • Select Location → under Inventory (Permission) for SSR-01 Report
  • Select Branch → under Inventory (Permission) for SSR-01 Report
  • Select Date Range
  • Key in Invoice Remarks
  • Key In Item Code Fuzzy Search
  • Key in Item Code Range → if any
  • Select Item Category→ if any
  • Select Item Status → default is active
  • Select Item Type → deselect all will generate ALL
  • Select or Tick to Separate by Salesman → if any
  • Select Choose By → default is item code
  • Tick Options → if any
  • Key in Gross Margin Range → under Inventory (Permission) for SSR-01 Report

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  • Key in Item's Unit Price Range → if any

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  • Select Calculate Base On → under Inventory (Permission)
  • Select Transaction Type → if any
  • Select Display Item Category → it will shown at printable 5
  • Click Generate Now or Generate and Export to CSV

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  • Click Printable Page → to print current columns
  • Click Printable Page 2 → to print current columns without branch, customer category, customer code and salesman

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  • Click Printable Page 3 → to print detailed product sales

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  • Click Printable Page 4 → to print with PO Number

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  • Click Pintable Page 5 → to print Display Item Category with Quantity, Selling Price, Cost Price and Amount
  • Click Export Excel xls File → to export current columns to excel file
  • Click Export CSV → to export current colums to csv file


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titleSR-06 Stock Sales by Item Code

  • Select Date Range
  • Select Specific Location or Branch 
  • Select Salesman
  • Select Customer Type from the drop down list → deselect will generate ALL types
  • Key In Specific Item Code or Item Fuzzy Search for desciption or select the Item Category
  • Select Item Status and item Type
  • Select the Calculate Base On
  • Select Group by → base on item level category
  • Tick Sort by → Item Name, Gross Profit, Quantity Sold
  • Tick Options → Show Zero Sold Qty, Batch Expiry(Qty Sold, Show Sale Amount, Show Delta GP, Show Qty Sold

  • Click on Export Excel or CSV to export current table

Notes:

  • Cost View and Branch Availability are guided by permissions
  • 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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titleSR-28 Stock Sales and Purchase by Item Code Report

  • 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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titleSR-29 SalesItem and Collection with Invoice Aging Report

  • Select Specific Location or Branch → controlled by permission
  • Select Date Range
  • Key In Item Code Range or Item Fuzzy Search for desciption or select the Item Category
  • Select Item Status and item Type
  • Select the Calculate Base On → controlled by permission to view replacement cost or MA cost by company
  • Select Salesman → compulsory
  • Select Sort by → Invoice date or Invoice number
  • Select Display Item Category → for printable 2
  • Tick for Aging Filer → optional
  • Tick to hide child item → optional
  • Click Generate Report

  • Click Printable page 1 → to print current columns or tables
  • Click Printable Page 2 → to print current columns or table with Display Item Category


  • Click Expot Excel or CSV → to export current columns or tables

NOTES:

  • Aging Columns shows the Outstanding Invoice aging range
  • Click on the Transaction Number for Pop Up Document

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