IdealWare Online Users Manual

IY5-13 I/Y LISTINGS, REPORTS AND FORMS
31098 Rate of Sale Report

 

PURPOSE

 

The rate of sale report program prints a product list showing various sales statistics from a specified date.

 

The Rate of Sale Report is accessed from:

  • Inventory Processing menu.

 

PROCEDURE

 

Select Inventory Reports from the Inventory Processing menu. The inventory reports menu displays.

 

INVENTORY REPORTS MENU

┌────────────────────────────────────────────────────────────────────────────────┐
│01/29/08                ***** INVENTORY REPORTING *****                  3YIYR1 â”‚
│                                                                                â”‚
│                                                                                â”‚
│            â”Œâ”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”             â”‚
│            â”‚INVENTORY REPORTING OPTIONS:                         â”‚             â”‚
│            â”‚( 1)  QUANTITY CONTROL                               â”‚             â”‚
│            â”‚( 2)  VALUATION                                      â”‚             â”‚
│            â”‚( 3)  VALUATION (BEFORE/AFTER) BY STORE              â”‚             â”‚
│            â”‚( 4)  SALES SUMMARY BY PRODUCT                       â”‚             â”‚
│            â”‚( 5)  SALES SUMMARY - STORE SUMMARY                  â”‚             â”‚
│            â”‚( 6)  SALES SUMMARY - LAST 12 MONTHS                 â”‚             â”‚
│            â”‚( 7)  SALES ANALYSIS                                 â”‚             â”‚
│            â”‚( 8)  MOVEMENT                                       â”‚             â”‚
│            â”‚( 9)  DISTRIBUTION                                   â”‚             â”‚
│            â”‚(10)  PRODUCT PERFORMANCE LISTING                    â”‚             â”‚
│            â”‚(11)  RATE OF SALE                                   â”‚             â”‚
│            â”‚(12)  QUANTITY TRACKING                              â”‚             â”‚
│            â”‚(13)  ZERO QUANTITY                                  â”‚             â”‚
│            â”‚(14)  DAILY SALES STATISTICS                         â”‚             â”‚
│            â”‚** ENTER REPORT NUMBER OR F4 TO RETURN TO MENU:   __ â”‚             â”‚
│            â””─────────────────────────────────────────────────────┘             â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER REPORT NUMBER OR F4 TO RETURN TO MENU:

 

[F4] to exit to menu.

 

"11" to access rate of sale report.

 

The following prompts enable you to select the desired report options.

 

 

STORE OPTIONS:
( 1)  MASTER REGION (00)
( 2)  ALL REGIONS
( 3)  ALL STORES
( 4)  SPECIFY STORE/REGION(S)
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".


"1" to select master region.

 

"2" to select all regions.

 

"3" to select all stores.

 

"4" to specify stores and/or regions.

 

** STORE CODE (CR TO END LIST):

 

Enter store code.

 

Press [Enter] a second time to end list. To remove stores from list, re-enter store code.

 

 

[Enter] to indicate selection complete.

 

** SORTING OPTIONS
( 1)  BY GROUP
( 2)  BY SUPPLIER
( 3)  BY SUPPLIER AND GROUP
( 4)  BY LOCATION (AISLE)

 

"1" to sort report by product groups.

 

** RANGE OF GROUPS OR SELECTED GROUPS? (R/S):

 

"R" to select range of product groups.

 

** STARTING GROUP (CR=FIRST):

 

Enter product group code to begin range.

 

[Enter] to begin at first product group code.

 

[F5] to display list of product group codes for selection.

 

** ENDING GROUP (CR=LAST):

 

Enter product group code to end range.

 

[Enter] to end at last product group code.

 

[F5] to display list of product group codes for selection.

 

"S" to select specific product groups.

 

** SELECTED GROUPS:

 

Enter product groups to include.

 

[Enter] for all.

 

[F5] to display list of product group codes for selection.


** SORT WITHIN GROUP:
( 1)  DESCRIPTION
( 2)  QUICK CODE
( 3)  PRODUCT CODE
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to sort within product groups by product description.

 

"2" to sort within product groups by product quick code.

 

"3" to sort within product groups by product code.

 

"4" to sort within product groups by product extra desc. 1.

 

"5" to sort within product groups by product extra desc. 2.

 

"6" to sort within product groups by product extra desc. 3.

 

** PRINT GROUP TOTALS ONLY? (Y/N):

 

"Y" to print group totals only.

 

** WHICH GROUP LVL TOTALS? (NONE/1/2/3/4/CR=ALL):

 

You can print totals for any, all or no group levels.

 

[Enter] to include all product group levels.

 

"1" to include level 1 product groups only.

 

"2" to include level 2 product groups only.

 

"3" to include level 3 product groups only.

 

"4" to include level 4 product groups only.

 

"N""O""N""E" to include no group level totals.

 

"N" to print product details.

 

** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):

 

[Enter] to accept default value "0".

 

"0" to not add a page break after group levels.

 

"2", "3" or "4" to insert page break after specified group level.

 

"2" to sort report by suppliers.

 

** ENTER BEGINNING SUPPLIER CODE (CR FOR FIRST):

 

Enter supplier code to begin range.

 

[Enter] to begin at first supplier code.

 

[F5] to access supplier inquiry for selection.


** ENTER ENDING SUPPLIER CODE (CR FOR LAST):

 

Enter supplier code to end range.

 

[Enter] to end at last supplier code.

 

[F5] to access supplier inquiry for selection.

 

** SUPPLIER#1 PRODUCTS ONLY? (Y/N):

 

"Y" to display supplier#1 products only.

 

"N" to not display supplier#1 products only.

 

"3" to sort report by suppliers and product groups.

 

** ENTER BEGINNING SUPPLIER CODE (CR FOR FIRST):

 

Enter supplier code to begin range.

 

[Enter] to begin at first supplier code.

 

[F5] to access supplier inquiry for selection.

 

** ENTER ENDING SUPPLIER CODE (CR FOR LAST):

 

Enter supplier code to end range.

 

[Enter] to end at last supplier code.

 

[F5] to access supplier inquiry for selection.

 

** SUPPLIER#1 PRODUCTS ONLY? (Y/N):

 

"Y" to display supplier#1 products only.

 

"N" to not display supplier#1 products only.

 

** STARTING GROUP (CR=FIRST):

 

Enter product group code to begin range.

 

[Enter] to begin at first product group code.

 

[F5] to display list of product group codes for selection.

 

** ENDING GROUP (CR=LAST):

 

Enter product group code to end range.

 

[Enter] to end at last product group code.

 

[F5] to display list of product group codes for selection.


** SORT WITHIN GROUP:
( 1)  DESCRIPTION
( 2)  QUICK CODE
( 3)  PRODUCT CODE
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to sort within product groups by product description.

 

"2" to sort within product groups by product quick code.

 

"3" to sort within product groups by product code.

 

"4" to sort within product groups by product extra desc. 1.

 

"5" to sort within product groups by product extra desc. 2.

 

"6" to sort within product groups by product extra desc. 3.

 

** PRINT GROUP TOTALS ONLY? (Y/N):

 

"Y" to print group totals only.

 

** WHICH GROUP LVL TOTALS? (NONE/1/2/3/4/CR=ALL):

 

You can print totals for any, all or no group levels.

 

[Enter] to include all product group levels.

 

"1" to include level 1 product groups only.

 

"2" to include level 2 product groups only.

 

"3" to include level 3 product groups only.

 

"4" to include level 4 product groups only.

 

"N""O""N""E" to include no group level totals.

 

"N" to print product details.

 

** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):

 

[Enter] to accept default value "0".

 

"0" to not add a page break after group levels.

 

"2", "3" or "4" to insert page break after specified group level.

 

"4" to sort report by location.

 

>> TO SORT BY LOCATION, YOU MUST SELECT STORE OPTION 4
AND SPECIFY ONLY ONE YARD. CR TO CONTINUE:

 

You can print a report sorted by location for a single store only. Press [Enter] to clear the alert and reselect the store code.


SORT WITHIN LOCATION BY:
( 1)  DESCRIPTION
( 2)  ITEM CODE
( 3)  FOLIO NUMBER
( 4)  EXTRA DESCRIPTION 1
( 5)  EXTRA DESCRIPTION 2
( 6)  EXTRA DESCRIPTION 3

 

[Enter] to accept default value "1".

 

"1" to sort within location by product description.

 

"2" to sort within location by product code.

 

"3" to sort within location by product folio number.

 

"4" to sort within location by product extra desc. 1.

 

"5" to sort within location by product extra desc. 2.

 

"6" to sort within location by product extra desc. 3.

 

** BASED ON PRODUCTS FIRST LOCATION ONLY? (Y/N):

 

If not based on 1st location only a product may print on the report multiple times.

 

 

[Enter] to accept default value "N".

 

"Y" base report of first location of products only.

 

"N" to not base report of first location of products only.

 

** PRODUCT STATUS (RE/SC/DI/SO/SP/DL; CR=ALL):
ENTER 'XX' FOR PRODUCTS WITH INVALID STATUS.

 

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.

 

** SELECTED BUYER CODES (CR=FINISH, F6=ALL):

 

Enter buyer codes.

 

Press [Enter] a second time to end list.

 

 

[Enter] to indicate selection complete.

 

[F6] for all buyers.

 

DELETED PRODUCT OPTIONS:
( 1)  ONLY NON-DELETED PRODUCTS
( 2)  ONLY DELETED PRODUCTS
( 3)  BOTH NON-DELETED AND DELETED PRODUCTS
** ENTER OPTION DESIRED (CR=1)

 

[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.

 

** PRINT SET/KITS? (1=NO/2=YES/3=ONLY; CR=NO):

 

[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.

 

PRODUCT TYPE OPTIONS:
( 1) ALL PRODUCTS
( 2) TRANSFER ITEMS
( 3) WAREHOUSE SOURCED ITEMS
( 4) SUPPLIER SOURCED ITEMS
( 5) INTERNALLY SOURCED ITEMS
( 6) CONTRACT ITEMS ONLY
( 7) SS AND IS ORDER CONTROL ITEMS
** ENTER OPTION DESIRED (CR=2):

 

[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 include contract items only.

 

"7" to include supplier and internally sourced items.

 

** STATISTICS SINCE WHICH DATE? (CR=4 WKS AGO):

 

Enter date on which to base movement statistics in format YYYYMMDD.

 

[Enter] to print since 4 weeks previously to current date.

 

[F2] to print since earliest record to current date.


** ONLY PRODUCTS WITH NEGATIVE QTY ONHAND? (Y/CR):

 

[Enter] to accept default value "N".

 

"Y" to include only products with negative onhand quantity.

 

"N" to include all products.

 

** EXPORT TO ASCII TEXT FILE? (Y/N):

 

Your system can be configured to default to either "Y" or "N".

 

[Enter] to accept default value.

 

"Y" to create a text file to export report information to ASCII text.

 

"N" to not create an export text file.

 

** NUMBER OF COPIES (CR=1):

 

Enter number of copies to print.

 

[Enter] to print one copy.

 

Example Completed Parameters Entry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/29/08           ***** INVENTORY RATE OF SALE REPORT *****             3YIYR1 â”‚
│                                                                                â”‚
│** STORE OPTION:                                  MASTER REGION (00)            â”‚
│** SEPARATE REPORT PER STORE? (Y/N):              Y                             â”‚
│** SORTING OPTIONS:                               BY GROUP                      â”‚
│** RANGE OF GROUPS OR SELECTED GROUPS? (R/S):     R                             â”‚
│** STARTING GROUP (CR=FIRST):                     FIRST GROUP                   â”‚
│** ENDING GROUP (CR=LAST):                        LAST GROUP                    â”‚
│** SORT WITHIN GROUP BY:                          DESCRIPTION                   â”‚
│** PAGE BREAK BY GROUP LEVEL? (0=NONE,1,2,3,4):   0                             â”‚
│** PRINT GROUP TOTALS ONLY? (Y/N):                N                             â”‚
│** WHICH GROUP LVL TOTALS? (NONE/1/2/3/4/CR=ALL): ALL                           â”‚
│** PRODUCT STATUS: RE/DI/SO/SP/BP; CR=ALL):       STATUS: ALL                   â”‚
│** SELECTED BUYER CODES (CR=ALL, F6=ALL):         ALL BUYERS                    â”‚
│** DELETED OPTION:                                ONLY NON-DELETED PRODUCTS     â”‚
│** PRINT SET/KITS? (1=NO/2=YES/3=ONLY; CR=NO):    1                             â”‚
│** PRODUCT TYPE OPTIONS:                          WAREHOUSE SOURCED ITEMS       â”‚
│** STATISTICS SINCE WHICH DATE? (CR=4 WKS AGO):   01/01/08                      â”‚
│** ONLY PRODUCTS WITH NEGATIVE QTY ONHAND? (Y/CR):N                             â”‚
│** ExPORT TO ASCII TEXT FILE? (Y/N):              N                             â”‚
│** NUMBER OF COPIES (CR=1):                       01                            â”‚
│** PRESS CR TO CONTINUE OR F1 TO CONTINUE AND PRINT THE OPTIONS: _              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 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

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 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 Rate of Sale Report follows.

  



                                                    IDEAL BUILDING SUPPLIES LTD.
10/10/07  15:47:58                                                                                                        PAGE: 2
                                   INVENTORY RATE OF SALE REPORT - 01 'IDEAL BUILDING SUPPLY LTD'
            PRODUCT DETAIL - ALL GROUP LEVEL TOTALS - ALL STATUS - NO DELETED PRODUCTS - ALL PRODUCT TYPES - NO PACKAGES
-----------------------------------------------------------------------------------------------------------------------------------
PRODUCT                                       ------------ QUANTITY -----------    ---------------- SINCE SEP 12/96 -----------------
 CODE        DESCRIPTION                        ON HAND  ON ORD  COMMIT   AVAIL       ON HAND  RECVD  ADJSTD  TRSFRD    SOLD
-----------------------------------------------------------------------------------------------------------------------------------
LU-FI        FIR

118180       2X4 S4S GRN FIR STUD 6                1105       0       0    1105         1105       0       0       0       0
109695       2X4 S4S STD&BTR GR FIR 8-12           7432-  14000    5667   13099-        7432-      0       0       0       0
109705       2X4 S4S STD&BTR GR FIR 8-14           6207-      0       0    6207-        6207-      0       0       0       0
100029       2X4 S4S STD&BTR GRN FIR 09               0       0       0       0            0       0       0       0       0
109670       2X4 S4S STD&BTR GRN FIR 8             3031    1127   10813    7782-        3191       0       0       0     160-
109671       2X4 S4S STD&BTR GRN FIR 8                0       0       0       0            0       0       0       0       0
109672       2X4 S4S STD&BTR GRN FIR 10               1       0       0       1            1       0       0       0       0
109673       2X4 S4S STD&BTR GRN FIR 12               1       0       0       1            1       0       0       0       0
109674       2X4 S4S STD&BTR GRN FIR 14               1       0       0       1            1       0       0       0       0
109675       2X4 S4S STD&BTR GRN FIR 16               0       0       0       0            0       0       0       0       0
109676       2X4 S4S STD&BTR GRN FIR 18               0       0       0       0            0       0       0       0       0
109677       2X4 S4S STD&BTR GRN FIR 20               0       0       0       0            0       0       0       0       0
109678       2X4 S4S STD&BTR GRN FIR 09               0       0       0       0            0       0       0       0       0
109680       2X4 S4S STD&BTR GRN FIR 10            1862     380    2289     427-        2062       0       0       0     200-
109690       2X4 S4S STD&BTR GRN FIR 12            1929      50     735    1194         2249       0       0       0     320-
109700       2X4 S4S STD&BTR GRN FIR 14            3870       0     140    3730         3870       0       0       0       0
109710       2X4 S4S STD&BTR GRN FIR 16            3424       0     152    3272         3424       0       0       0       0
109720       2X4 S4S STD&BTR GRN FIR 18            1317       0     160    1157         1317       0       0       0       0
109730       2X4 S4S STD&BTR GRN FIR 20             409       0     112     297          409       0       0       0       0
109880       2X4 S4S UTIL GRN FIR R/L              9577-      0       0    9577-        9577-      0       0       0       0
113760       2X6 KD CL S4S FIR R/L                 1083       0       0    1083         1083       0       0       0       0
110010       2X6 S4S 2&BTR GRN FIR 8                718       0       0     718          718       0       0       0       0
110020       2X6 S4S 2&BTR GRN FIR 10              2948       0       0    2948         2948       0       0       0       0
110030       2X6 S4S 2&BTR GRN FIR 12              2959       0       0    2959         2959       0       0       0       0
110040       2X6 S4S 2&BTR GRN FIR 14              1517       0      75    1442         1517       0       0       0       0
110045       2X6 S4S 2&BTR GRN FIR 8-14            7144-      0       0    7144-        7144-      0       0       0       0
110050       2X6 S4S 2&BTR GRN FIR 16              1159       0       0    1159         1159       0       0       0       0
110060       2X6 S4S 2&BTR GRN FIR 18               559       0       0     559          559       0       0       0       0
                                              --------- -------  -------  -------  --------- ------- ------- ------- -------
**** GROUP 'LU-FI' TOTALS:                      1113649   15558   20365 1093284      1114329       0       0       0     680-
 *** GROUP 'LU-FI' TOTALS:                      1113649   15558   20365 1093284      1114329       0       0       0     680-
  ** GROUP 'LU-FI' TOTALS:                      1113649   15558   20365 1093284      1114329       0       0       0     680-
   * GROUP 'LU' TOTALS:                         1113649   15558   20365 1093284      1114329       0       0       0     680-

RECORDS PRINTED:   28



FIELDS                                    

ON ORD    Amount on order.
COMMIT    Amount committed.
ADJSTD    Amount adjusted.
TRSFRD    Amount transferred.