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Sales History
Monthly totals are available for multiple years based on user-defined calendars. Totals may be viewed in Sales History or from any screen where the basic thing is viewable.
Appropriate monthly totals are retained, depending on the thing being tracked. Customer history includes sales, charges, costs, commissions, payments, finance charges, number of tickets, gross profit percent, and average sale per ticket, while Item history includes quantity sold, quantity returned, sales, costs, gross profit percent, average price, and percentage returned. User-defined reports are also available for presenting monthly history, along with percent-of-total and percent-of-prior-year figures. |
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Individual tickets may also be retrieved by ticket number, customer number, customer name, or even the customer's P.O. number. Once the matching tickets have been located, you can examine them a few at a time, zooming in for detailed information as needed. You can see as much detail as you want--totals, individual line items, or detail for a specific line item, such as individual colors/sizes, reference information, or serial numbers. |
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There may be one sales rep on a ticket, the ticket may be split across up to three sales reps, or different sales reps may be credited for individual line items. You may report commissions due in a summary format, or a line may be printed detailing each invoice. You can even show allocated sales amounts for split-commission tickets. Commissions may be due at the time of sale or, for A/R charge sales, due only after the invoice has been fully paid by the customer. |
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Up to three time periods may be included on a single report to provide a comparative performance analysis. The Sales Analysis by Customer report may be printed in order by customer number, customer name, customer category, sales rep, state, or ZIP code. Alternatively, customers may be ranked based on sales or gross profit. The Sales Analysis by Item report may be printed in order by item number, description, category, vendor, or account code. Alternatively, items may be ranked based on sales or gross profit. The Sales Analysis by Sales Rep report may be printed in order by sales rep, store, or department. alternatively, sales reps may be ranked based on sales or gross profit. |
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The Sales Analysis by Item by Customer report shows each selected item (or vendor or category) and lists the customers who made purchases, along with the applicable sales, quantities, profitability, and percent-of-totals figures. The Sales Analysis by Customer by Item report shows each selected customer and lists the items (or vendors or categories) that were purchased, along with the sales, quantities, profitability, and percent-of-totals figures. |
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Summary history can be retained indefinitely by compressing history into weekly, monthly, or annual figures. Historical reports can provide valuable information such as a comparison of sales for Easter week this year with Easter week last year. When applicable, hourly (time-of-day) performance breakdowns may be printed. |
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Commission detail may be purged by date and customer. Detailed ticket history may be purged as required for selected ranges of dates, customers, and stores. Monthly history may be purged for specific years, for specific types of history. Management history may be purged for a range of dates or compressed into weekly, monthly, or annual figures. |
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