IdealWare Online Users Manual

SP5-07 S/P LISTINGS, REPORTS AND FORMS
31619 Order Gross Profit Report

 

PURPOSE

 

The order gross profit report program prints sales dollars, cost dollars and net and gross profits for orders.

 

The Order Gross Profit Report is accessed from:

  • Sales Processing menu.

 

PROCEDURE

 

Select Gross Profit Report from the Sales Processing menu. The following prompts display.

 

** ENTER STORE CODE:

 

Enter desired store code.

 

[Enter] for all stores.

 

** CURRENT (NOT UPDATED), HISTORY (UPDATED) OR BOTH? (C/H/B=BOTH): C

 

[Enter] to accept default value "C".

 

"C" to include current orders only.

 

"H" to include history orders only.

 

"B" to include both current and history orders.

 

** SPECIFIC DATE OR RANGE OF DATES? (S/R):

 

"S" to include specified date only.

 

** FOR ORDERS WITH WHAT ORDERED DATE? (CR=Nov02/99, F2=ALL): 11022007

 

Enter date to include in format MMDDYYYY.

 

[Enter] for current system date.

 

[F2] for all dates.

 

"R" to include range of dates.

 

** STARTING DATE (CR FOR FIRST):

 

Enter starting date of range in format MMDDYYYY.

 

[Enter] for first date in system (00000000).


** ENDING DATE (CR FOR LAST):

 

Enter ending date of range in format MMDDYYYY.

 

[Enter] for last date in system (99999999).

 

** FOR WHICH SALESPERSON? (CR=ALL):

 

Enter specific salesperson code.

 

[Enter] for all salespersons.

 

[F5] to display list of salesmen codes for selection.

 

** SORT OPTIONS (1=BY INVOICE, 2=BY SALESPERSON): 2

 

[Enter] to accept default value "2".

 

"2" to sort by salesperson.

 

"1" to sort by invoice number.

 

** SALE TYPE (C/A/S/T/P):

 

"C" to include cash sales only.

 

"A" to include A/R sales only.

 

"S"to include both cash & A/R sales.

 

"T" to include transfers only.

 

"P" to include payment slips only.

 

** SUMMARY OR DETAILED? (S/D):

 

"S" to print a summary report.

 

"D" to print a detailed report.

 

A detailed report mode shows each detail line of each sale and is similar to the order detail register. The benefit of this is that you can print the details of sales that are in history (ie months old). If you use the order gross profit report to get profit information for each salesperson, you can also use the detailed option to investigate why each sale has the profit shown.

 

 

** PRESS CR TO CONTINUE:

 

[Enter] to print report.

 

The printer selection menu displays.

 

 

[F4] to exit to menu.


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 Order Gross Profit Report follows.

  



                                                       DEMOS BUILDING CENTRE
Nov02/07  10:24:36                                                                                                        PAGE: 28
                                               ORDER GROSS PROFIT REPORT - SUMMARIZED

-----------------------------------------------------------------------------------------------------------------------------------
ORDER      SHIP-TO  SPER                            LESS       NET        PLUS       LESS       LESS      LESS        NET
NUMBER      SHP DT  AR MTH   TOTAL$     SALES$     OTHER$     SALES$      EXCH$      COST$     EXTRA$   PMT DIS$    PROFIT$     GP%
-----------------------------------------------------------------------------------------------------------------------------------
....

01-C100064 CASHSALE GAY       22.36      20.90        .00      20.90        .00       8.52        .00        .00      12.38   59.23
           Sep01/07 2007/09
01-A100072 KLYLES   MIK        2.14       2.00        .00       2.00        .00        .00        .00        .00       2.00  100.00
           Sep01/07 2007/09
01-C100120 CASHSALE MEL       18.36      17.16        .00      17.16        .00      10.98        .00        .00       6.18   36.01
           Sep02/07 2007/09
01-C100130 CASHSALE MEL       96.30      90.00        .00      90.00        .00      81.00        .00        .00       9.00   10.00
           Sep02/07 2007/09
01-C100132 CASHSALE MEL       11.12      10.39        .00      10.39        .00       6.50        .00        .00       3.89   37.44
           Sep02/07 2007/09
01-C100138 CASHSALE MIK        9.58       8.95        .00       8.95        .00       2.95        .00        .00       6.00   67.04
           Sep02/07 2007/09
01-C100200 CASHSALE MEL       17.75      16.59        .00      16.59        .00      12.94        .00        .00       3.65   22.00
           Sep02/07 2007/09
01-C100234 CASHSALE MEL      120.84     112.93        .00     112.93        .00      78.71        .00        .00      34.22   30.30
           Sep03/07 2007/09
01-C100482 CASHSALE GAY       76.18      71.20      71.20     142.40        .00        .00        .00        .00     142.40  100.00
           Sep07/07 2007/09
01-C100483 CASHSALE GAY         .70        .65        .65       1.30        .00        .00        .00        .00       1.30  100.00
           Sep07/07 2007/09
01-C100610 CASHSALE GAY       25.67      23.99      26.99      50.98        .00        .00        .00        .00      50.98  100.00
           Sep08/07 2007/09
01-C100617 CASHSALE SELL      19.63      18.35      18.35      36.70        .00        .00        .00        .00      36.70  100.00
           Sep08/07 2007/09
01-C100628 CASHSALE GAY       22.23      20.78      20.78      41.56        .00        .00        .00        .00      41.56  100.00
           Sep08/07 2007/09
                          ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ------
REPORT TOTAL:              54272.33   50806.36   20830.84   71637.20        .00   23787.63        .00        .00   47849.57   66.79
                          ========== ========== ========== ========== ========== ========== ========== ========== ========== ======




FIELDS:

ORDER NUMBER    Order number.
SHIP-TO         Customer code.
SHIP DT         Shipping date.
SPER            Saleman code.
AR MTH          Month in which sale affected A/R.
TOTAL$          Order dollar total.
SALES$          Sales dollar total.
LESS OTHER$     Other sales stats dollar total.
NET SALES$      Net sales dollars.
PLUS EXCH$      Exchange dollars.
LESS COST$      Cost dollars associated with order.
LESS EXTRA$     Extra costs dollars.
LESS PMT DIS$   Customer payment discount.
NET PROFIT$     Net profit on order.
GP%             Gross profit percentage on order.