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The Sales Analysis provides a powerful set of tools with which to analyse customer buying patterns and product sales trends and enabling quick and decisive reactions to changes and opportunities in the marketplace to be made.
An organisation's profitability can be enhanced by taking advantage of the following;
- The automatic accumulation of all sales data for trend analysis as a by-product of the Accounts Receivable, Sales Order Processing and Inventory systems.
- The capability to develop an almost limitless range of Sales Analysis reports that are relevant to the company.
- The ability to identify customer and product trends, so assisting management to formulate the most advantageous business strategies.
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Only those items that need to be specifically scrutinised are collected at detail level, the remainder are accumulated within their relevant inventory or customer groupings.
The Sales Analysis system features;
- A user-defined Sales Analysis structure
The system enables Sales Analysis data to be retrieved using various user-defined retrieval sequences (or keys). These keys may be built up from any one of a series of options for example company, branch, customer, group, area, route, representative, product, product group.
- No sorting or file merges
The multi-keyed index file structure of Sales Analysis requires no time consuming and often hazardous sorting or merging of data files. Reports print immediately on selection.
- Report writer
The on-line report writer guides the user step-by-step through the creation of customised reports. All field options that may be used in reports together with the various methods of expressing these fields for example net, gross, whole numbers or decimals etc., are displayed.
- Report previewing
The system allows reports to be previewed and modified on the screen prior to printing.
- Report copy
In order to save time in the generation of reports formats may be duplicated.
- Three comparative reporting periods
Reports created via the report writer may use data from the current accounting period, month-to-date data or year-to-date data
- Last year values
As above, but figures may relate to last year
- Automatic column totals
As each report is created, the report writer automatically sets up column totalling and sub-totalling for each range of data selected.
- Flexible report sizes
Reports may vary in width with user-defined range and page breaks.
- Product and customer summaries
To eliminate lengthy reporting and reduce disk space requirements, customers and products can be selected and held in the Sales Analysis file in detail or summary form.
- Exception-based reporting
All reports are exception-based. This feature enables the range of data required, to be selected for analysis and printing.
- Profitability reporting
Reports may reflect the profit margin and profit percentage (gross or net) for each detail line selected.
- Consolidated reports
Sales analysis information can be consolidated across companies and branches.
- User-definable report fields
Report fields may be defined using specific codes and descriptions for areas, routes, representatives, customer groups, product groups and sales categories which are relevant to the company.
- 12 months Sales Analysis history
Each report may be printed for the current period or for any of the twelve months on file. You may also accumulate values from various periods for inclusion in a single figure.
- User defined history (Period 13)
Each report may be printed for period 13. This period 13 is user-defined.
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