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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:

...

Report CodeReport NameDescription
SR-01Daily Sales Report With Cash Flow Analysis

...

Expand
titleSR-02 Daily Invoice Summary Report

This report allow user/Manager to monitor daily/weekly/monthly/yearly invoices generated by Branch, User and Salesman for controlling/auditing purpose. 

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  • Select Branch → default is all
  • Select User  → default is all
  • Select Salesman → default is all
  • Select Customer Category and Customer Type → deselect all will generate ALL
  • Select From and To Date

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...

  • Allow user/Manager to monitor daily/weekly/monthly/yearly Net Sales and Collection generated by Branch

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  • 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

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  • 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

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

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

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

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NOTES:

...

  • This Column will ONLY shown current transaction amount instead of the entire transaction amount. 
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 BranchThis 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 

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

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  • Stock Turn Ratio = Stock Balance / Cost
  • Last Purchase = last GRN for the selected location
SR-29Sales 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


Expand
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

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  • 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

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  • 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

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

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

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

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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. 


Expand
titleSR-02 Daily Invoice Summary Report

This report allow user/Manager to monitor daily/weekly/monthly/yearly invoices generated by Branch, User and Salesman for controlling/auditing purpose. 

Image Added

  • Select Branch → default is all
  • Select User  → default is all
  • Select Salesman → default is all
  • Select Customer Category and Customer Type → deselect all will generate ALL
  • Select From and To Date

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Expand
titleSR-03 Daily Sales Report with Inventory Category Grouping

Advantages of SR-03:

  • 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

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  • Click Printable Page → to print current table or column
  • Click Export to CSV → to export current table or column
Tips:
Description







NoDateDayTotal Sales Amt (A)Total Discount (B)Total Return Amt (C)Total Net Sales Exclude Tax (D)Total Tax Amt (E)Total Net Sales Include Tax (F)
Line NoDateDaySale Amount of the selected dateDiscountSale ReturnD = A - B - CE = D* 6%F = D + E


Example:







12018-03-01Friday1000.0050.00`0.00950.0057.001007.00



F = D + E
Expand
titleSR-04 Sales Report by Invoice with Inventory Category Grouping

Advantages of SR-03:

  • 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

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  • Provide Net Sales report by document levels (Invoice and Sales Return) with Inventory Grouping

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  • Click Printable Page → to print current table or column
  • Click Export to CSV → to export current table or column
Tips:
Description
NoDateDayTotal Sales Amt (A)Total Discount (B)Total Return Amt (C)Total Net Sales Exclude Tax (D)Total Tax Amt (E)Total Net Sales Include Tax (F)
Line NoDateDaySale Amount of the selected dateDiscountSale ReturnD = A - B - CE = D* 6%Example:
12018-03-01Friday1000.0050.00`0.00950.0057.001007.00
Expand
titleSR-04 Sales Report by Invoice with Inventory Category Grouping

Advantages of SR-04:

  • Provide Net Sales report by document levels (Invoice and Sales Return) with Inventory Grouping

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  • Click Printable Page → to print current table or column
  • Click Export to CSV → to export current table or column
Expand
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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  • 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 →for extra information

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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
  • Select GL Dimension for Filter→ make sure GL Dimension configuration is ENABLED under EMP Configuration - Trading

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  • 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
Expand
titleSR-06 Stock Sales by Item Code

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  • 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

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  • 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:

Image Removed

Expand
titleSR-07 Stock Sales Details Report By Item Code (Same with SBR-07)

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Expand
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 on the sales quantity which might help to analyze the stock ordering management. 

Image Removed

Image Added

  • Click Printable Page → to print current table or column
  • Click Export to CSV → to export current table or column


Expand
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%

Image Added

  • 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

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  • Select Item Type → deselect all will generate ALL
  • Select or Tick to Separate by Salesman → if any
  • Select or Tick to Separate by Technician→ if any
  • Select Choose By → default is item code
  • Tick Options →for extra information

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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
  • Select GL Dimension for Filter→ make sure GL Dimension configuration is ENABLED under EMP Configuration - Trading

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  • 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


Expand
titleSR-06 Stock Sales by Item Code

Image Added

  • 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

Image Added

  • 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:

Image Added


Expand
titleSR-07 Stock Sales Details Report By Item Code (Same with SBR-07)

Image Added

Image Added


Expand
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 information on the sales quantity which might help to analyze the stock ordering management. 

Image Added

  • 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

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Branch → categorized by branch

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Do not Group → indicate the whole company performance

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  • 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

Image Added


Expand
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.

Image Added

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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 filterSelect 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

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Branch → categorized by branch

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Do not Group → indicate the whole company performance

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  • 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
  • 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 print include invoice outstanding

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  • Click Printable Page 6 → to show the item category 

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  • Click Export to Excel or CSV → to export current columns
  • Click Google Sheet → to link with google sheet or google drive



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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Expand
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.

Image Removed

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Expand
titleSR-10 Gross Profit by Invoice Report
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.

Image Added

  • Select Branch → controlled by permission
  • Select Date Range
  • Key In Specific Customer ID or click Select for search function
  • Select Bill To and customer type
  • Tick and Key in Gross Margin, Margin % Range → if any
  • Tick to show Negative Gross Profit only→ if any
  • Select the Calculate Base On → controlled by permission to view replacement cost or MA cost by company
  • Click Generate Report

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

Image Added'

  • Select 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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The new enhancement generates the report's result with additional information such as:

  • GL CODE
  • Amount Before Tax
  • Amount After Tax
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titleSR-11 Stock 12 Sales Report by Item Code with Discount and Tax

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titleSR-12 Sales Report for GL Code Item
for GL Code Item

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  • Key in Specific Customer ID or click Select for search function
  • Select Customer Type → if any
  • 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
  • Key in Reference No → if any
  • Select Salesman (compulsory) and sort by
  • Click Generate Report Now

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Expand
titleSR-13 Daily Sales Report in Receipt Format

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  • Select Branch
  • Key in Date and click Generate Report

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Expand
titleSR-14 Daily Sales and Collection with Card Type Summary by Branch

  • Select Branch and click Submit
  • Select Date Range
  • Select Customer Type → deselect will generate All Type
  • Select Any Credit Card Type → Compulsory
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screenshot-3.pngImage Added


Expand
titleSR-15 Daily Sales Report with Manager Hierarchy and Branch

...

SR-28 Stock Sales and Purchase by Item Code Report
Expand
titleSR-27 Departmental Sale and Profit Monthly Report
title

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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

...

Expand
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:

...