IdealWare Online Users ManualIY5-10 I/Y LISTINGS, REPORTS AND FORMS |
|
┌────────────────────────────────────────────────────────────────────────────────â”
│01/24/08 ***** INVENTORY REPORTING ***** 3YIYR1 │ │ │ │ │ │ ┌─────────────────────────────────────────────────────┠│ │ │INVENTORY REPORTING OPTIONS: │ │ │ │( 1) QUANTITY CONTROL │ │ │ │( 2) VALUATION │ │ │ │( 3) VALUATION (BEFORE/AFTER) BY STORE │ │ │ │( 4) SALES SUMMARY BY PRODUCT │ │ │ │( 5) SALES SUMMARY - STORE SUMMARY │ │ │ │( 6) SALES SUMMARY - LAST 12 MONTHS │ │ │ │( 7) SALES ANALYSIS │ │ │ │( 8) MOVEMENT │ │ │ │( 9) DISTRIBUTION │ │ │ │(10) PRODUCT PERFORMANCE LISTING │ │ │ │(11) RATE OF SALE │ │ │ │(12) QUANTITY TRACKING │ │ │ │(13) ZERO QUANTITY │ │ │ │(14) DAILY SALES STATISTICS │ │ │ │** ENTER REPORT NUMBER OR F4 TO RETURN TO MENU: __ │ │ │ └─────────────────────────────────────────────────────┘ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[F4] to exit to menu.
"1""0" to access product performance report.
The following prompts enable you to select the desired report options.
Enter store code.
In a single store environment this field defaults to the normal store code.
[Enter] to accept default value "1".
"1" to sort report by product group.
[Enter] to accept default value "R".
"R" to sort by range of product groups.
Enter group to begin range.
[Enter] to begin range with first group.
[F5] to display list of product groups for selection.
Enter group to end range.
[Enter] to end range with last group.
[F5] to display list of product groups for selection.
"S" to sort by selected product groups.
Enter product groups to include.
[Enter] for all.
[F5] to display list of product group codes for selection.
"2" to sort report by supplier.
Enter supplier code to begin range.
[Enter] to begin range with first supplier.
Enter supplier code to end range.
[Enter] to end range with last supplier.
"Y" to display supplier#1 products only.
"N" to not display supplier#1 products only.
"3" to sort report by product location.
Enter location to begin range.
[Enter] for first location.
Enter location to end range.
[Enter] for last location.
[Enter] to accept default value "1".
"0" to ignore group levels.
"1", "2", "3" or "4" to select desired group level.
Multiple status parameters are allowed, eg RESCDI (include REgular, Seasonal Clearance and DIscontinued).
[Enter] to include products of all status types.
"R""E" to include only REgular products.
"S""C" to include only Seasonal Clearance products.
"D""I" to include only DIscontinued products.
"S""O" to include only Special Order products.
"S""P" to include only Special Purchase products.
"D""L" to include only DeLeted products.
"X""X" to include only products with an invalid status code.
Enter buyer codes.
Press [Enter] a second time to end list.
[Enter] to indicate selection complete.
[F6] for all buyers.
[Enter] to accept default value "1".
"1" to include only non-deleted products.
"2" to include only deleted products.
"3" to include both non-deleted and deleted products.
[Enter] to accept default value "1".
"1" to not include package type products.
"2" to include package type products.
"3" to include only package type products.
[Enter] to accept default value "1".
"1" to select current season products only.
"2" to select all seasonal products.
"3" to select only seasonal products.
"4" to select no seasonal products.
[Enter] to accept default value "2".
"1" to include all products.
"2" to include transfer items only.
"3" to include warehouse sourced items only.
"4" to include supplier sourced items only.
"5" to include internally sourced items only.
"6" to clude contract items only.
"7" to include supplier and internally sourced items.
[Enter] to accept default value "N".
"Y" to include only products with positive onhand quantities.
"N" to include all products regardless of onhand quantities.
"M" for current month to date totals.
"Y" for current year to date totals.
"L" for last year to date totals.
"W" for desired weeks of totals.
This report will not print sales information for the current week.
[Enter] to accept default value "1".
"1", "2", "3", "4" or "5" for number of weeks to include.
"N" to not include weekly sales information.
"C" to include sales information for previous week only.
Enter number of top selling products to include.
[Enter] for zero.
[F1] to include all products in groups.
Enter number of bottom (least) selling products to include.
[Enter] for zero.
[F1] to include all products in groups.
[Enter] to accept default value "1".
"1" to base sales ranking on units sold.
"2" to base sales ranking on dollar value sold.
"3" to base sales ranking on profit dollars.
"4" to base sales ranking on margin percentage.
"5" to base sales ranking on total value onhand.
Example Completed Parameters Entry display:
|
┌────────────────────────────────────────────────────────────────────────────────â”
│01/24/08 ***** INVENTORY PRODUCT PERFORMANCE LISTING REPORT ***** 3YIYR1 │ │ │ │** STORE CODE: 01 IDEALWARE STORE# │ │** SORTING OPTIONS: BY GROUP │ │** RANGE OF GROUPS OR SELECTED GROUPS? (R/S): R │ │** STARTING GROUP (CR=FIRST): FIRST GROUP │ │** ENDING GROUP (CR=LAST): LAST GROUP │ │** BASE TOP BOTTOM ON GROUP LEVEL (0/1/2/3/4): 1 │ │** PRODUCT STATUS: RE/DI/SO/SP/BP; CR=ALL): STATUS: ALL │ │** SELECTED BUYER CODES (CR=ALL, F6=ALL): ALL BUYERS │ │** DELETED OPTION: ONLY NON-DELETED PRODUCTS │ │** PRINT SET/KITS? (1=NO/2=YES/3=ONLY; CR=NO): 1 │ │** SEASONAL PRODUCTS OPTIONS: CURRENT SEASON │ │** PRODUCT TYPE OPTIONS: ALL PRODUCTS │ │** ONLY PRODUCTS WITH POSITIVE QTY ONHAND? (Y/CR):N │ │** MTD, YTD, LYR OR WEEKS (M/Y/L/W): W │ │** PRINT WEEKLY SALES INFO? (N/C/1/2/3/4/5 WEEKS):1 │ │** TOP ????? PRODUCTS (F1=ALL PRODUCTS IN GROUP): 10 │ │** BOTTOM ????? PRODUCTS: 10 │ │** RANKING BASED ON: UNITS SOLD │ │** PRESS CR TO CONTINUE OR F1 TO CONTINUE AND PRINT THE OPTIONS: _ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to continue to printer selection menu.
[F1] to print selected options with the report.
[F3] to return to previous field.
You can press [F3] at any field to return to the previous field.
The printer selection menu displays.
PRINTER SELECTION & CONFIGURATION
|
┌────────────────────────────────────────────────────────────────────────────────â”
│08/14/07 ***** PRINTER SELECTION ***** │ │ │ │ │ │** MAKE SURE PRINTER IS READY BEFORE PRESSING CR ..... │ │ │ │1. PRINTER NAME ................................. P1 OKIDATA 390 │ │ │ │2. CHARACTERS PER INCH ? (10,12,17) ............. 10 │ │ SINGLE OR DOUBLE DENSITY ? (S,D) ............. S SINGLE DENSITY │ │ │ │** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
"1" to change printers.
"2" to change the CPI and/or print density.
[Enter] to print.
[F4] to not print and exit to the menu.
[F5] to display a list of printers for selection.
An example Inventory Product Performance Report printout follows.
IDEAL BUILDING SUPPLIES LTD.
10/15/07 11:03:28 PAGE: 1
INVENTORY PRODUCT PERFORMANCE LISTING REPORT - 01 'IDEAL BUILDING SUPPLY LTD'
PRODUCT DETAIL - ALL STATUS - NO DELETED PRODUCTS - ALL PRODUCT TYPES - YEAR TO DATE - NO PACKAGES - RANKED ON UNITS SOLD
-----------------------------------------------------------------------------------------------------------------------------
PRODUCT UNITS DOLLARS DOLLARS % INVENTORY UNITS WEEKS
RANK CODE DESCRIPTION STAT U/M SOLD SOLD PROFIT MARGIN VALUE ON HAND OF INV.
-----------------------------------------------------------------------------------------------------------------------------
LU-**-**-** COMMON LUMBER TOP 45 OF 102
---------------------------------------------------------------
0001 118200 2x4 S4S FIR STUD 92-1/4" RE PIECE 92,556 254,390 115,544 45.42 4,873- 1,885 999.9
0002 109630 2X3 S4S 2&BTR GRN FIR R/L RE FBM 64,822 33,630 17,833 53.03 6,857- 15,232 999.9
0003 110970 6X6 S4S 2&BTR GRN FIR R/L RE FBM 50,298 53,737 39,434 73.38 10,159 13,215 999.9
0004 109680 2X4 S4S STD&BTR GRN FIR 10 RE PIECE 45,039 163,934 88,143 53.77 4,289 1,892 999.9
0005 109690 2X4 S4S STD&BTR GRN FIR 12 RE PIECE 40,983 175,789 94,876 53.97 6,196 1,969 999.9
0006 109700 2X4 S4S STD&BTR GRN FIR 14 RE PIECE 35,563 180,147 86,673 48.11 17,404 3,870 999.9
0007 110610 4X4 S4S 2&BTR GRN FIR R/L RE FBM 34,698 26,787 21,873 81.65 4,364- 10,427 999.9
0008 274320 1X4 S4S UTIL&BTR GRN FIR R/L RE FBM 34,577 16,918 7,574 44.77 24,506 68,538 999.9
0009 109520 2X2 S4S 2&BTR GR HEM/FIR R/L RE FBM 31,321 22,346 19,069 85.33 3,982 2,590 999.9
0010 109980 2X6 S4S UTIL GRN FIR R/L RE FBM 31,104 12,070 7,888 65.35 3,215- 9,870 999.9
0011 274700 2X10X16CC BRIDGING RE PCE 30,505 5,390 3,503 64.99 123 875 999.9
0012 275080 2X2 CANT STRIP R/L RE FBM 24,399 7,304 4,956 67.85 116 559 999.9
0013 109710 2X4 S4S STD&BTR GRN FIR 16 RE PIECE 22,432 144,239 75,725 52.50 18,309 3,424 999.9
0014 110010 2X6 S4S 2&BTR GRN FIR 8 RE PIECE 21,712 96,627 56,811 58.80 2,950 718 999.9
0015 110030 2X6 S4S 2&BTR GRN FIR 12 RE PIECE 17,991 117,848 59,144 50.19 18,019 2,959 999.9
0016 108960 2X10 S4S 2&BTR GRN FIR 14 RE PIECE 17,039 249,037 124,569 50.02 25,292 1,794 999.9
0017 110040 2X6 S4S 2&BTR GRN FIR 14 RE PIECE 15,492 116,155 62,477 53.79 10,935 1,517 999.9
0018 110020 2X6 S4S 2&BTR GRN FIR 10 RE PIECE 15,177 83,869 53,056 63.26 14,699 2,948 999.9
0019 275070 4X4 CANT STRIP R/L RE FBM 14,688 4,340 3,114 71.77 1,087 4,183 999.9
0020 118380 2x6 S4S FIR STUD 92-1/4" RE PIECE 13,614 60,293 31,375 52.04 9,055 2,160 999.9
0021 108970 2X10 S4S 2&BTR GRN FIR 16 RE PIECE 13,100 219,040 115,000 52.50 1,648- 143 999.9
0022 113390 8X8 RGH 2&BTR GRN FIR R/L RE FBM 12,205 14,341 6,016 41.95 1,376 774 999.9
0023 274720 2X12X16CC BRIDGING RE PCE 11,925 2,375 1,965 82.76 537 6,600 999.9
0024 274690 2X10X12CC BRIDGING RE PCE 11,100 2,228 1,677 75.27 216 1,525 999.9
0025 110050 2X6 S4S 2&BTR GRN FIR 16 RE PIECE 9,470 89,243 44,588 49.96 9,619 1,159 999.9
0026 113570 1X6 KD CL S4S FIR R/L RE FBM 8,699 29,741 15,446 51.93 10,481 4,206 999.9
0027 109695 2X4 S4S STD&BTR GR FIR 8-12 RE FBM 7,432 4,183 4,183 100.00 0 7,432 999.9
0028 108940 2X10 S4S 2&BTR GRN FIR 10 RE PIECE 7,382 77,957 40,594 52.07 4,228 444 999.9
0029 110045 2X6 S4S 2&BTR GRN FIR 8-14 RE FBM 7,144 5,462 5,462 100.00 0 7,144 999.9
0030 110270 2X8 S4S 2&BTR GRN FIR 12 RE PIECE 6,702 61,710 32,471 52.62 7,484 917 999.9
0031 109705 2X4 S4S STD&BTR GR FIR 8-14 RE FBM 6,207 3,611 3,611 100.00 0 6,207 999.9
0032 274710 2X12X12CC BRIDGING RE PCE 5,775 1,155 855 74.03 296 1,850 999.9
0033 113730 2X4 KD CL S4S FIR R/L RE FBM 5,324 13,627 11,414 83.76 6,712 5,390 999.9
0034 110260 2X8 S4S 2&BTR GRN FIR 10 RE PIECE 5,278 39,303 20,474 52.09 4,091 605 999.9
0035 113760 2X6 KD CL S4S FIR R/L RE FBM 4,839 15,475 11,068 71.52 1,951 1,083 999.9
0036 110290 2X8 S4S 2&BTR GRN FIR 16 RE PIECE 4,661 57,809 28,285 48.93 51- 6 999.9
0037 113590 1X8 KD CL S4S FIR R/L RE FBM 4,459 15,234 8,964 58.84 8,551 4,671 999.9
0038 110280 2X8 S4S 2&BTR GRN FIR 14 RE PIECE 4,263 44,474 22,333 50.21 4,054 408 999.9
0039 109730 2X4 S4S STD&BTR GRN FIR 20 RE PIECE 4,205 34,396 15,475 44.99 2,935 409 999.9
0040 113700 2X2 KD CL S4S FIR R/L RE FBM 3,920 9,273 6,869 74.08 2,427 1,610 999.9
0041 108980 2X10 S4S 2&BTR GRN FIR 18 RE PIECE 3,852 71,649 34,625 48.33 465- 32 999.9
0042 109720 2X4 S4S STD&BTR GRN FIR 18 RE PIECE 3,812 26,952 17,076 63.36 8,415 1,317 999.9
0043 113510 1X2 KD CL S4S FIR R/L RE FBM 3,741 8,434 3,864 45.81 5,697 1,767 999.9
0044 108990 2X10 S4S 2&BTR GRN FIR 20 RE PIECE 2,502 52,782 28,366 53.74 11,261 587 999.9
0045 110060 2X6 S4S 2&BTR GRN FIR 18 RE PIECE 2,434 26,692 10,610 39.75 5,166 559 999.9
FIELDS
RANK ranking in sales compared to other products
STAT product status
U/M unit of measure
This option enables you to display the top and bottom (least) selling 45 products.