Stock Summary - Sales Analysis tab
Use the Sales Analysis tab to view detailed information about the sales, pricing and profit per month. You can filter the results to show:
- overall sales at your organisation
- sales for a particular date range
- sales for a particular business unit
- sales for a category of item
- sales for a particular item
- sales of consignment or non-consignment stock.
Stock Summary - Sales Analysis tab key fields and buttons
Filter area fields
Field | Description |
---|---|
Sales By Month and... | Select the criteria that you want to analyse by month. Your selection determines which filter areas and grid fields are displayed. |
Show Date Range From / To | Select the first and last dates of the period that you want to analyse sales for. Tip: To analyse all sales up to the present, deselect the To field. To analyse all past sales, deselect the From field. |
Business Unit Filter | Select either:
|
Category Filter | Select either:
Note: Item categories are listed in the luItemCategory lookup table and are set on the Item tab of Item Maintenance. See Item Maintenance - Item tab. |
Item Filter | Select either:
|
Consignment Filter | Select either:
|
Include Tax in Prices and Sales Figures | Select to include tax amounts in the sales analysis figures. |
Include Non-Stock Items (e.g. Rounding) | Select to include non-stock items. |
Grid fields
Note: Depending on your filter selections some of the following fields may not be displayed.
Field | Description |
---|---|
Month | Month that the sales took place in. |
Item Code | Code for the item. |
Item Description | Description of the item. |
Category | Item category. |
Total Quantity | Total quantity of the item sold. |
Total Sales | Total price for the quantity of the item sold. |
Total Costs | Total cost for the quantity of the item sold. |
Total Profit | Total profit made from the sale of the item. |
Average Price | Average price that the item was sold for. |
Average Cost | Average cost of the item. |
Markup | Percentage markup on the item on average. |
Gross Margin | Difference between selling price and cost as a percentage of the selling cost. |
Buttons
Button | Description |
---|---|
Apply the criteria selected in the Filters area to refresh the results displayed in the grid area. |