Parts Point of Sale Manager - Flipbook - Page 92
16. Part Sales Analysis
It is possible to accumulate sales analysis by customer and product discount code and, having
manually entered budgeted amounts, compare these to the actual values. Another feature of
this module is to provide instant analysis of the top 20 customers and/or products.
In order to record sales analysis for a given customer, they must have a unique Sales Ledger
account designated to them, and in that Sales Ledger account, the sales representative code
one must be non-zero. Any value can be held here such as 'SA' denoting sales analysis on this
account or '01' through to '20' denoting which customer is most significant based on previous
performance.
The file organisation is very simple with one record for every Sales Ledger account code and
product discount code combination. There are two keys to the file, the first one made up of the
Sales Ledger account followed by the product discount code, with the second key the other way
around. In this way, the analysis provided can be either 8customer9 or 8product9 primarily with
sub-division available at the other level.
As well as the key fields, there are actual sales (gross), actual discounts and actual costs plus
budgeted sales (gross), discounts and costs. Each of these fields occurs twelve times providing
an annual capacity.
Top X Customers
This program allows the operator to examine sales analysis, by customer, showing them in
descending order of performance.
When selected from the menu, the following screen is displayed, asking the operator whether to
sort the customers into descending order of performance on the basis of Turnover, Profit
amount or profit percentage (G).
Once this sort parameter has been specified, the operator may select any one of the twelve
months on file or year-to-date values.
Once this has been defined, a screen will be displayed, showing the sequence number, sales
ledger account number, account name, gross turnover, profit amount and percentage.
Key Information – Parts Sales Analysis
28/08/2008
Page 92 of 102
