Monthly Sales and Margin Report
The Monthly sales and margin report has been completed so that you can now not only see the total sales and margin figures for a financial or calendar year but see a month by month break down for that period.
The first thing to do is decide if you want to run the report for the financial year of Calendar year. The Calendar year will run the report January to December, whereas the financial year option will run the report from the “Year start date†month, setup in file maintenance -> system configuration -> calendar maintenance, until the month prior to this in the next year i.e.; if your start date is June for 2019 the report will run from June 2019 until May 2020.
After having chosen the “year type†select the year you want to view the figures for and whether or not you wish to see the figures for ALL departments or a selection. You can do this by clicking “selection†on the department line and ticking the departments you wish to view.
You can also select a specific supplier if you wish to just produce reports for 1 supplier. If not, leave the “supplier†field blank. If you wish to run this for only 1 supplier, either manually enter the supplier code or click “search†and search for the supplier by name in the pop that appears.
Once all the parameters are setup as you require, click “next†and the report will be produced as a Excel CSV matching the parameters set out previously.
As shown in the above output of the report, it will show the department, Sub-department, SID, Description and supplier of any item that has had a sale during the period the report is ran for.
The report will then show how much stock you currently have, this is under the “current stock holding†column.
This will then follow with the quantity sold and how much margin those sales produced, for each month during either that financial or calendar year
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