This chapter contains the following topic:
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, with the customers in order by ZIP code.
If you are not using A/R, skip this chapter.
A summary of individual ZIP code totals is printed at the end of the report.
The information is obtained from A/R Customers.
See a sample Sales Analysis by ZIP Code report in the Sample Reports appendix.
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Note |
All ten characters of the ZIP code field are used, and they are treated as alphanumeric characters. You can thus enter various non-numeric postal codes for your customers in countries outside the United States, in addition to using the standard numeric ZIP codes for U.S. customers. |
Select
ZIP code existing or ZIP code new from the Location reports menu.
Two screens are needed to accommodate this selection.
The screen appears as follows:
Enter the following information:
1. Report/Summary/Labels/Export
Enter the type of report you wish to create.
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Format |
One letter, either R, S, L, or E. There is no default. |
|
Example |
Type: R |
2. Starting ZIP code and
3. Ending ZIP code
Enter the range of ZIP codes to select. Follow the screen directions.
Use caution when specifying ZIP code ranges that do not use all available 10 digits of the ZIP code field. Depending on what you type in, certain ZIP codes that you thought would be included on the report would not be. For instance, a range of 123 through 137 would fail to pick up ZIP code 13743, so enter this as 12300 through 13799.
Non-numeric ZIP codes may be included within the range (to capture foreign customers).
Customers with blank ZIP codes will be included in the report only if you select First through Last.
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Format |
10 characters |
|
Example |
Press <F2> at each field for First through Last. |
4. State
Enter the postal abbreviation of the state you wish to include.
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Format |
Two characters |
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Example |
Press <F5> |
5. Sales rep
Enter the sales representative.
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Format |
Three characters |
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Example |
Press <F5> |
6. Customer type
Enter the customer type.
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Format |
Five characters |
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Example |
Press <F5> |
7. Sales territory
Enter the sales territory.
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Format |
Three characters |
|
Example |
Press <F5> |
8. SIC
Enter the SIC here.
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Format |
Six characters |
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Example |
Press <F5> |
The Standard Industrial Classification (abbreviated SIC) is a United States government system for classifying industries by a four-digit code.
9. Subtotal on 3 or 5 digits ?
Choose whether you want a subtotal after each five-digit ZIP code or whether you only want to break on the first three digits of the ZIP code.
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Format |
One digit, either 3 or 5 |
|
Example |
Type: 3 |
10. Include subtotals on detail pages ?
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Format |
One letter, either Y or N. The default is Y. |
|
Example |
Press <Enter> for the default. |
11. Include page breaks ?
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Format |
One letter, either Y or N. The default is N. |
|
Example |
Type: Y, then press <Enter> |
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 following information:
12. Include period-to-date ?
13. Include year-to-date ? and
14. Include last year ?
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Format |
One letter at each field, either Y or N. The default is Y for each. |
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Example |
Press <Enter> at each field for the default. |
15. Include costs ? and
16. Include margin ?
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Format |
One letter at each field, either Y or N. The default is N. |
|
Example |
Press <Enter> at each field for the default. |
17. Include percent of sales ? and
18. Include percent of margin ?
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Format |
One letter at each field, either Y or N. The default is N. |
|
Example |
Press <Enter> at each field for the default. |
19. Include margin percentage ?
|
Format |
One letter, either Y or N. The default is N. |
|
Example |
Press <Enter> for the default. |
20. Percentage based on:
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Format |
One letter, either S or E. The default is S. |
|
Example |
Press <Enter> to accept the default. |
21. Include contact and phone # ?
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Format |
One letter, either Y or N. The default is N. |
|
Example |
Press <Enter> |
22. Minimum sales amount
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Format |
999999999999- |
|
Example |
Press <F7> |
23. Customers with zero dollar sales
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Format |
One letter, either I, E, or O. There is no default. |
|
Example |
Type: I, then press <Enter> |
24. 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 ZIP Code Report will print.