This chapter contains the following topic:
If you are not using A/R, or if you have chosen not to assign customer types in your A/R Customer selection, you may skip this chapter.
This report shows the same information as the Sales Analysis by Customer, but customers are grouped and subtotaled by customer type. Customer type is a user-defined, 5-character code that can be assigned to each customer in A/R.
A summary is printed for this report, showing each customer type’s total sales, total cost of sales, total gross profit, percent of total sales, and percent of total gross profit.
This report shows sales, cost of sales, and profit figures for the period-to-date, the year-to-date, and last year for each customer.
See a sample Sales Analysis by Customer Type report in the Sample Reports appendix.
Select
Customer type existing or Customer type new from the Customer reports menu.
Two screens are needed to accommodate this selection.
The following screen appears:
Enter the following information:
1. Report/Summary/Labels/Export
Enter the type of report you wish to create. Refer to the Common Features chapter.
|
Format |
One letter, either R, S, L, or E. There is no default. |
|
Example |
Type: R |
2. Customer type
Enter one to three customer types to be included in this report. Press <Enter> after each one; the first blank terminates entry of customer types.
Options
In the first subfield (only), you may use one of the options:
|
<Enter> |
For all customers that have not been assigned a customer type. The cursor will move to the next subfield to allow entry of another customer type. |
|
<F5> |
For All customers regardless of customer type. The cursor will move to Field # 3 at once. |
There is no cross-referencing to A/R when customer types are entered here, but there should be at least one customer on file for the selected type[s].
|
Format |
Five characters at each of three subfields. |
|
Example |
Press <F5> in the first subfield. |
3. Sales rep
Enter the sales representative.
|
Format |
Three characters |
|
Example |
Press <F5> |
4. Sales territory
Enter the sales territory.
|
Format |
Three characters |
|
Example |
Press <F5> |
5.State
Enter the postal abbreviation of the state you wish to include.
|
Format |
Two characters |
|
Example |
Press <F5> |
6. Include period-to-date ?
7. Include year-to-date ? and
8. Include last year ?
|
Format |
One letter at each field, either Y or N. The default is Y for each. |
|
Example |
Press <Enter> at each field for the default. |
Field number to change ?
Make any needed changes. Upon pressing <Enter> with this field blank, the second screen will appear.
The second screen appears as follows:
Enter the information as follows:
9. Include costs ? and
10. Include margin ?
|
Format |
One letter at each field, either Y or N. The default is N. |
|
Example |
Press <Enter> at each field for the default. |
11. Include percent of sale ? and
12. Include percent of margin ?
|
Format |
One letter at each field, either Y or N. The default is N. |
|
Example |
Press <Enter> at each field for the default. |
13. Include margin percentage ?
|
Format |
One letter, either Y or N. The default is N. |
|
Example |
Press <Enter> for the default. |
14. Percentage based on:
|
Format |
One letter, either S or E. The default is S. |
|
Example |
Press <Enter> to accept the default. |
15. Include contact and phone # ?
|
Format |
One letter, either Y or N. The default is N. |
|
Example |
Press <Enter> |
16. Number of customers for each type
This lets you restrict the report to either more than # of customers or fewer than # of customer types. Select one from the following list:
|
M |
For more than (enter # of cust) |
|
F |
For fewer than (enter # of cust) |
|
Format |
One letter either M or F. There is no default. |
|
Example |
Type:M, and then press <Enter> |
The second line of this field requires the numbers of the customers.
|
Format |
Five digits |
|
Example |
99999 |
Options
You may also use the option <F5> for all the customers.
17.Include page breaks ?
|
Format |
One letter, either Y or N. The default is N. |
|
Example |
Type: Y, and then press Enter> |
18. Include subtotals on detail pages ?
|
Format |
One letter, either Y or N. The default is N. |
|
Example |
Type: Y |
19. Sort order
If you do not use sales representatives, this field is not applicable.
Otherwise, enter either:
|
C |
To print the report in customer order within customer type. |
|
S |
To print the report in order by sales representative within customer type (and within that, by customer number). |
|
Format |
One letter, either C or S. The default is C. |
|
Example |
Press <Enter> for the default. |
20. Minimum sales amount
|
Format |
999999999999- |
|
Example |
Press <F7> |
21. Customers with zero dollar sales
|
Format |
One letter, either I, E, or O. There is no default. |
|
Example |
Type: I, and then press Enter> |
22. Print a cover page ?
Field number to change ?
Make any needed changes, or press <SF1> to return to the previous screen (entries already made on this screen will not be lost).
Upon pressing <Enter> with this field blank, the Sales Analysis by Customer Type Report will print.