This set of programs will print sales history data by product code and part number, generic description, or sorted into sales journal (customer number invoice number) sequence. Included in the report is customer, date shipped, quantity and price. You may select one or all locations. Additional options include start date, stop date (of shipment), beginning product code, ending product code to print. The product code sequence report prints a customer/product base profile (summary) at the end of the report, including total units sold, total items (part numbers) sold, total sales transactions, total customers, total sales, total cost, total gross profit dollars and total gross profit percentage.
This program is used to maintain sales forecasts by inside sales person, outside sales area, and product code (line). There are two (2) forecast files, one for bookings, and one for shipments. Each forecast file has an inside option and an outside option. The program features standard maintenance options of New, Change, Delete, Display, Inquire, and Print.
The display and print options will total each sales person/area and give grand totals.
This program prints a report sorted by inside sales person and product code, or by outside sales area and product code. The report shows month to date and year to date bookings by product code. Included are percentages of each product code of the total booked by the individual, and totals for each individual, branch, and grand totals
This program sorts using the cumulative sales history file into sales area/customer/product code sequence, then prints a report showing current month, prior month, and total prior 12 months sales by product code.
This program is a maintenance program for the cumulative sales history file. It should be used to add historical data to the master file, during system start up. All computer generated sales activity is automatically posted to this data file, and cost changes are updated automatically.
PIA stands for Purchase Incentive Agreement. This program prints a report for purchase incentive agreement reporting to customers with rebate/discount contracts. It includes the product code, part number, quantity, resale price. invoice number and extended value.
This program makes cost of sales adjustments to each line item shipped. Purchase order costing changes, accounts payable invoice price variances and inventory costing errors can be corrected using this program. A was/is report is generated automatically during the use of this program. Options include current month to date or prior month. The cumulative sales history file is automatically updated by this program. If the changes are made in the current month, the month to date statistics are automatically adjusted.
This program prints a report by product code/part number of all line items shipped during the month (options include current month or prior month). Included is the customer, invoice number, quantity, cost, resale, extended value and gross profit percentage. A option will print a single product code or all product codes. When printing all product codes, the report will sub total and grand total.
This program scans the current month or prior month sales history file and prints an exception report of those items with low gross profit percentages and/or high gross profit percentages. The low and high gross profit percentages are maintained in D-43. This report is used as a worksheet when correcting costing errors.
Prints a report by product code/part number of all sample orders shipped during the current month, prior month, or from the cumulative sale history file using start date and stop date range. An additional option is for all product codes or selected product code range (from/to). Sample orders are identified by entering the word SAMPLE as the first six characters of the customer purchase order number.
Prints a report by product code/part number of all intercompany shipments during the current month or prior month. The report sequence is product code/part number with sub totals
This program prints a report by product code/part number for all assembly items shipped during the month (current month to date or prior month). Sequence is product code/part number with sub totals. Included in the report is costing information both with and without labor.
This program prints a report sorted by outside sales area/customer/product code/part number of all items shipped during the current month or prior month. An option is to print the report sorted by inside sales initials. The report is used as a commission report when applicable. Included is the quantity, cost, resale, extended value and gross profit percentages.
This program sorts the PRIOR month sales transaction file into the sequence for supplier point of sales reporting. The program also posts sales and cost totals by commodity code. The SORT portion must only be executed ONCE PER MONTH. Reprints of the report may be selected. A reprint option is included for a single product code.
This program should be run after selection F 14. It prints a report by sales area/product code, including month and year to date sales, gross profit dollars and gross profit percentage. The report includes totals by sales area, totals by branch, and grand totals.
This program should be run after selection F 14. It prints a report by sales area/product code, including month and year to date sales, gross profit dollars and gross profit percentage. The report includes totals by inside sales initials, totals by branch and grand totals.
This program deletes sales transaction items from the cumulative Sales History File, based upon the invoice ship date. The user enters the number of months to protect, and the system will automatically delete all items older than that date. Program options include ALL history, component sales history only, or sales history only. Additional files maintained by this program include the temporary ship to file, and customer purchase order sort file.
This menu is for entering point of sales information from sub distributors for representative commission reporting. Options include data entry, print and balance roll over.
This selection displays month to date sales and gross profit percentages by product code/location. Also included is statistics for the prior shipping day.
This selection generates a report sorted by sales dollars or gross margin dollars for all customers or an individual sales area, ranking customers by the selected parameter. The start date and stop date to be reported is entered by the user.
This program prints a rolling 12 month sales comparison report for all customers or selected outside sales area. The report is automatically updated during the daily invoice cycle, and is for the prior 12 completed months.
This program prints a rolling 12 month sales and gross profit comparison report for all customers or selected outside sales area. The report is automatically updated during the daily invoice cycle, and is for the prior 12 completed months.
This selection generates a report for a selected customer and allows the user to select the time frame (start date and stop date). The report includes product code, part number, invoice number, order quantity, ship quantity, resale, cost, extended value and gross profit percentage.
This option sorts sales by product code by customer for a given time frame. It is useful in the analysis of customer base/product LINE trends.
This program is used after the point of sales report is printed. It uses the point of sales work file Q1SALE. The program creates an Indexed, "flat" data file, for export to floppy diskette. PCLINK data transport program is then used to copy the "flat" file to floppy in a straight ASCII format.
This program is used to establish commodity codes. Commodity codes are used to further breakdown product codes (product lines), by type of product offered. The program features standard New, Change, Delete, Inquire, Display and Print options.
This program prints a breakdown of sales sorted by product code, then commodity code, for the current month or prior month. The format is similar to F-8. Each transaction, including part number, customer, quantity, resale, cost and gross profit percentage is reported.
This program prints a breakdown of sales sorted by commodity code, then product code and part number. Each transaction, including part number, customer, quantity, resale, cost and gross profit percentage is reported.
This program prints a report, sorted by product code/commodity code, then by commodity code/product code, in summary (no transaction details), showing both month to date and year to date totals, including gross profit percentages.
This program prints a report of the top customers, product lines and part numbers. The top 20, 30, 50, etc. is selected by the user. Time frame options include current month, prior month, or a date range. The requested top 'N' customers in sales volume, including gross profits will be reported, as well as the top 'N' product lines, and top 'N' part numbers.
This option is a custom commission reporting menu, which can be customized to a distributor's specific commission structure. Menu selections include:
1) Print Commission Reports
2) Maintain Sales Initials or Areas
3) Maintain Commission Levels
4) Maintain Special Commission Parameters
Each maintenance program has the standard New, Change, Delete, Inquire and Print options. Commission rates, product codes covered, minimum volume levels, all can be set using these programs.
This set of programs generates quarterly reports, including the following sequences:
1) Product Code + Location + Customer
2) Location + Inside Sales + Customer + Product Code
3) Location + Outside Sales + Customer + Product Code
4) Location _ Customer + Product Code