IdealWare Online Users Manual

SP5-03 S/P LISTINGS, REPORTS AND FORMS
31615 Daily Flash and Category Group Flash Totals

 

PURPOSE

 

The daily flash totals and category group flash totals reports are similar. Both reports print cost and profit information on orders specified by different options. In addition, the category group flash totals report enables you to define and report on different product sales categories, based on a category field defined in the product group.

 

The product group maintenance program enables you to assign different categories to different product groups, or different product group levels. At the category field of product group maintenance, you can enter an already defined category code, or press [F12] to access the category maintenance program to define new categories. See 31018 - PRODUCT GROUP MAINTENANCE.

 

Both programs are accessed from:

  • Sales Processing Menu.

 

PROCEDURE

 

Select either Daily Flash Totals Report or Category Group Flash Totals Report from the Sales Processing menu. The following prompts display.

 

** ENTER STORE CODE:

 

Enter desired store code.

 

[Enter] to include all stores.

 

[F5] to display list of stores for selection.

 

In a single store environment this field defaults to the usual store.

 

 

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

 

[Enter] to accept default value "C".

 

"C" to include only current orders.

 

"H" to include only history orders.

 

"B" to include both current and history orders.

 

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

 

"S" to include a specific date only.

 

** FOR ORDERS WITH WHAT ORDERED DATE? (CR=Nov02/07, F2=ALL): 11022007

 

Enter specific date desired.

 

[Enter] for current system date.

 

[F2] to include all dates.

 

** 1=FOR SELECTED DATE, 2=UP TO SELECTED DATE (MONTH TO DATE):

 

"1" to include orders for selected date only.

 

"2" to include orders from beginning of current month.

 

Select this option to include orders from the beginning of the current month up to and including the selected date. This enables you to print a report which includes both history and current sales for the current month up to the specified date.

 

 

** FOR ORDERS UPDATED IN WHICH MONTH? (F2=ALL): 2007/11

 

Applicable to category group flash totals report only, defaults to the current month. Your system can be configured ot allow you to specify a different month, or ALL months.

 

[Enter] for current month.

 

[F2] to all months.

 

"R" to include a range of dates.

 

** STARTING DATE (CR FOR FIRST): 00000000

 

Enter beginning date.

 

[Enter] to begin at earliest system date.

 

** ENDING DATE (CR FOR LAST): 99999999

 

Enter ending date.

 

[Enter] to end at last system date.

 

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

 

Enter specific salesperson code to include that salesperson only.

 

[Enter] to include all salesperson codes.

 

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

 

[Enter] to accept default value "2".

 

"2" to sort by salesperson code.

 

"1" to sort by invoice number.

 

** SUMMARIZE OR DETAIL 'OTHER' PRODUCT AMOUNTS? (S/D): S

 

Applicable to daily flash totals report only.

 

[Enter] to accept default value "S".

 

"S" to print in summary format Other product amounts.

 

"D" to print in detail format Other product amounts.


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

 

"C" to include cash sales only.

 

"A" to include A/R sales only.

 

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

 

"T" to include transfers only.

 

"P" to include payment slips only.

 

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

 

Applicable to daily flash totals report only.

 

[Enter] to accept default value "N".

 

"N" to not print totals only.

 

"Y" to print totals only.

 

Selecting this results in a single line report, very handy for getting a quick overview of sales and profits for the day or period selected.

 

 

** PRESS CR TO CONTINUE:

 

[Enter] to advance to printer selection menu.

 

[F4] to cancel and 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.

 

Example Flash Totals and Category Group Flash Totals Reports follow.

  



                                                       DEMOS BUILDING CENTRE
Nov02/07  17:29:12                                                                                                        PAGE: 1
                                                  FLASH TOTAL REPORT - SUMMARIZED
-----------------------------------------------------------------------------------------------------------------------------------
INVOICE       PRODUCT$   FAB COAT$   DELIVERY$   DISCOUNT$     OTHER$      TOTAL$        PST$        GST$      TOTAL$ SHIPPED   SPER
-----------------------------------------------------------------------------------------------------------------------------------

01-A100684      630.14         .00         .00         .00        .00      630.14         .00       44.11      674.25 Sep09/07  BIL
01-A100686      186.58         .00         .00         .00        .00      186.58         .00       13.06      199.64 Sep09/07  BIL
01-A100687        3.59         .00         .00         .00        .00        3.59         .00         .25        3.84 Sep09/07  BIL
01-A100688       67.69         .00         .00         .00        .00       67.69         .00         .00       67.69 Sep09/07  GAY
01-A100691       14.05         .00         .00         .00        .00       14.05         .00         .98       15.03 Sep09/07  BIL
01-A100692      510.74         .00         .00         .00        .00      510.74         .00       35.75      546.49 Sep09/07  GIL
01-A100693        8.91         .00         .00         .00        .00        8.91         .00         .62        9.53 Sep09/07  BIL
01-A100694      210.40         .00         .00         .00        .00      210.40         .00       14.73      225.13 Sep09/07  GIL
01-A100695        4.77         .00         .00         .00        .00        4.77         .00         .33        5.10 Sep09/07  BIL
01-A100698       13.97         .00         .00         .00        .00       13.97         .00         .98       14.95 Sep09/07  GAY
01-A100708       11.68         .00         .00         .00        .00       11.68         .00         .82       12.50 Sep09/07  BIL
01-A100709       15.00         .00         .00         .00        .00       15.00         .00        1.05       16.05 Sep09/07  MEL
01-A100710        5.24         .00         .00         .00        .00        5.24         .00         .37        5.61 Sep09/07  BIL
01-A100711       13.78         .00         .00         .00        .00       13.78         .00         .96       14.74 Sep09/07  MIK
01-A100715        6.24         .00         .00         .00        .00        6.24         .00         .44        6.68 Sep09/07  BIL
01-A100719       14.05         .00         .00         .00        .00       14.05         .00         .98       15.03 Sep09/07  MEL
            ----------  ----------  ----------  ---------- ----------  ----------  ----------  ----------  ----------
TOTAL:         1716.83         .00         .00         .00        .00     1716.83         .00      115.43     1832.26
% OF TOTAL:     100.00        0.00        0.00        0.00       0.00      100.00
            ==========  ==========  ==========  ========== ==========  ==========  ==========  ==========  ==========



FIELDS:

INVOICE     Order number
PRODUCT$    Product dollars
FAB COAT$   Fabric coating dollars
DELIVERY$   Delivery dollars
DISCOUNT$   Sales discount dollars
OTHER$      "Other" product dollars
TOTAL$      Total dollars
PST$        Provincial Sales Tax
GST$        GST
TOTAL$      Total dollars in order
SHIPPED     Shipped date
SPER        Salesperson






                                                       DEMOS BUILDING CENTRE
Nov02/07  17:39:21                                                                                                        PAGE: 1
                                           CATEGORY GROUP FLASH TOTAL REPORT - SUMMARIZED
-----------------------------------------------------------------------------------------------------------------------------------
INVOICE                   *OTHER*       TOTAL         PST         GST       TOTAL                                     SHIPPED   SPER
-----------------------------------------------------------------------------------------------------------------------------------

01-A100006      58.64         .00       58.64         .00        4.10       62.74                                     Sep01/07  GIL
01-A100009       5.22         .00        5.22         .00         .37        5.59                                     Sep01/07  GIL
01-A100010       1.89         .00        1.89         .00         .13        2.02                                     Sep01/07  GAY
01-A100011      15.96         .00       15.96         .00        1.12       17.08                                     Sep01/07  GAY
01-A100012       1.62         .00        1.62         .00         .11        1.73                                     Sep01/07  GIL
01-A100013      10.99         .00       10.99         .00         .77       11.76                                     Sep01/07  GIL
01-A100015      23.99         .00       23.99         .00        1.68       25.67                                     Sep01/07  GAY
01-A100017        .80         .00         .80         .00         .06         .86                                     Sep01/07  GIL
01-A100018      39.95         .00       39.95         .00        2.80       42.75                                     Sep01/07  GIL
01-A100023      27.95         .00       27.95         .00        1.96       29.91                                     Sep01/07  GIL
01-A100024     356.95         .00      356.95         .00       24.99      381.94                                     Sep01/07  GAY
01-A100025       9.98         .00        9.98         .00         .70       10.68                                     Sep01/07  GAY
01-A100026       3.14         .00        3.14         .00         .22        3.36                                     Sep01/07  MEL
01-A100027        .80-        .00         .80-        .00         .06-        .86-                                    Sep01/07  GIL
01-A100028     293.85         .00      293.85         .00       20.57      314.42                                     Sep01/07  MEL
01-A100037      24.81         .00       24.81         .00        1.74       26.55                                     Sep01/07  MEL
01-A100038       3.59         .00        3.59         .00         .25        3.84                                     Sep01/07  MEL
01-A100039      39.99         .00       39.99         .00        2.80       42.79                                     Sep01/07  MEL
01-A100040       2.84         .00        2.84         .00         .20        3.04                                     Sep01/07  MEL
01-A100041      60.00         .00       60.00         .00        4.20       64.20                                     Sep01/07  GAY
01-A100042      33.98         .00       33.98         .00        2.38       36.36                                     Sep01/07  GAY
01-A100043      11.99         .00       11.99         .00         .84       12.83                                     Sep01/07  GAY
01-A100044      14.98         .00       14.98         .00        1.05       16.03                                     Sep01/07  GAY
01-A100045      24.99         .00       24.99         .00        1.75       26.74                                     Sep01/07  GAY
01-A100048       4.17         .00        4.17         .00         .29        4.46                                     Sep01/07  GAY
01-A100050      27.99         .00       27.99         .00        1.96       29.95                                     Sep01/07  GAY
01-A100054      11.22         .00       11.22         .00         .79       12.01                                     Sep01/07  MEL
01-A100055      43.10         .00       43.10         .00        3.02       46.12                                     Sep01/07  MEL
01-A100058      46.49         .00       46.49         .00        3.25       49.74                                     Sep01/07  GIL
01-A100059      46.71         .00       46.71         .00        3.27       49.98                                     Sep01/07  MEL
01-A100066      42.98         .00       42.98         .00        3.01       45.99                                     Sep01/07  MEL
01-A100069      10.26         .00       10.26         .00         .72       10.98                                     Sep01/07  SUS
01-A100070       8.49         .00        8.49         .00         .59        9.08                                     Sep01/07  MEL
01-A100074     136.41         .00      136.41         .00        9.55      145.96                                     Sep01/07  MEL
01-A100077       4.88         .00        4.88         .00         .34        5.22                                     Sep01/07  MIK
01-A100079       4.27         .00        4.27         .00         .30        4.57                                     Sep01/07  MEL
            ----------  ----------  ----------  ----------  ----------  ----------
TOTAL:        1454.27         .00     1454.27         .00      101.82     1556.09
% OF TOTAL     100.00        0.00      100.00
            ==========  ==========  ==========  ==========  ==========  ==========



FIELDS     :                                 

INVOICE  Order number
*OTHER*  "Other" sales dollars
TOTAL    Sales dollars
PST      Provincial Sales Tax
GST      GST
TOTAL    Order total
SHIPPED  Shipped date
SPER     Salesperon code