IdealWare Online Users Manual

IY5-15 I/Y LISTINGS, REPORTS AND FORMS
31100 Sales Summary - Store Summary

 

PURPOSE

 

The store summary sales report program prints a summary of sales for each store.

 

Store Summary Sales Report is accessed from:

  • Inventory Processing menu.

 

PROCEDURE

 

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

 

INVENTORY REPORTS MENU

┌────────────────────────────────────────────────────────────────────────────────┐
│01/30/08                ***** 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.

 

"5" to access store summary sales 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.

 

** MTD, YTD, LYTD,LYR OR BY DAY? (M/Y/T/L/D/CR=ALL_:

 

[Enter] for all sales periods.

 

"M" for MTD sales.

 

"Y" for YTD sales.

 

"T" for Last Year to date sales.

 

"L" for LYR sales.

 

"D" for by day sales.

 

** STARTING SHIPPED DATE (MMDDYYYY):

 

[Enter] for earliest system date.

 

Enter shipped date to begin range in format MMDDYYY.

 

** ENDING SHIPPED DATE (MMDDYYYY):

 

[Enter] for last system date.

 

Enter shipped date to end range in format MMDDYYY.

 

** UNITS SOLD OR DOLLAR VALUE? (U/D):

 

Your system can be configured such that this field default to "U" or "D".

 

"U" for units sold.

 

"D" for dollar value sold.

 

** NUMBER OF COPIES (CR=1):

 

Enter number of copies to print.

 

[Enter] to print one copy.


Example Completed Parameters Entry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/30/08   ***** INVENTORY SALES SUMMARY - STORE SUMMARY REPORT *****    3YIYR1 â”‚
│                                                                                â”‚
│** STORE OPTION:                                  MASTER REGION (00)            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”‚
│** MTD, YTD, LYTD,LYR OR BY DAY? (M/Y/T/L/D/CR=ALLM                             â”‚
│** UNITS SOLD OR DOLLAR VALUE? (U/D):             D                             â”‚
│** NUMBER OF COPIES (CR=1):                       01                            â”‚
│** PRESS CR TO CONTINUE OR F1 TO CONTINUE AND PRINT THE OPTIONS: _              â”‚
│                                                                                â”‚
│                                                                                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 Store Summary Sales Report printout follows.

  



                        IDEAL BUILDING SUPPLIES LTD.
09/18/07  10:44:04                                                 PAGE: 1
               INVENTORY SALES SUMMARY - STORE SUMMARY REPORT
 GROUP SUMMARY - ALL GROUP LEVEL TOTALS - ALL STATUS - NO DELETED PRODUCTS
                          YEAR TO DATE - NO PACKAGES
-----------------------------------------------------------------------------
PRODUCT      ST  BASE              <-- BASE SALES --->
-----------------------------------------------------------------------------
                                    ---01--  -TOTAL-  SALES$  PROFIT$  MARGIN

**** GROUP 'ST-HT' TOTALS:      YTD    9526     9526    9526     5302    55.7

 *** GROUP 'ST-HT' TOTALS:      YTD    9526     9526    9526     5302    55.7

**** GROUP 'ST-HT-CH' TOTALS:   YTD     440      440     440      246    55.8

 *** GROUP 'ST-HT-CH' TOTALS:   YTD     440      440     440      246    55.8

**** GROUP 'ST-HT-HA' TOTALS:   YTD    4551     4551    4551     1712    37.6

 *** GROUP 'ST-HT-HA' TOTALS:   YTD    4551     4551    4551     1712    37.6

**** GROUP 'ST-HT-PL' TOTALS:   YTD    1726     1726    1726      281    16.3

 *** GROUP 'ST-HT-PL' TOTALS:   YTD    1726     1726    1726      281    16.3

  ** GROUP 'ST-HT' TOTALS:      YTD   16243    16243   16243     7540    46.4

   * GROUP 'ST' TOTALS:         YTD   16243    16243   16243     7540    46.4


RECORDS PRINTED:   77