Sales Analysis by Territory/Customer

Function

This task enables an inquiry into sales history of units, sales, and costs for a combination of product, item, and customer. The movement of product and items may be reviewed and it can be determined which customer is purchasing them.

 

=> To access this task...

Select By Territory/Cust from the Sales Analysis main menu.

 

Sales Analysis by Territory/Customer

 

About the Fields

The fields displayed on the screen are those pertaining to the level of detail set for analysis in the Parameter Maintenance task. Screens may display one, two, or all of the fields below.

 

In the Year field...

  • Enter the year for the analysis.

Skipping this field will cause a default year to appear.

 

In the Territory Code field...

  • Enter a valid territory code.

  • Click Query button to select from territory codes with sales analysis.

  • Click Find Record button to select from a list of territory codes.

In the Customer ID field...

  • Enter a valid customer number.

  • Click Click to select from a list of customer numbers.

In the Product Type field...

  • Enter a valid product type.

  • Click Query button to select from product types with sales analysis.

  • Click Click to select from a list of product types.

In the Inventory Item ID field...

  • Enter a valid item number.

  • Click Query button to select from items with sales analysis.

  • Click Click to select from a list of item numbers.

The inquiry for the product/item/customer is displayed.

  • Click Clear Form button to clear the selections on the window.
  • Click Save button to save the selections for future inquiries.


______________________________________________________________________________________

Copyright BASIS International Ltd. AddonSoftware® and Barista® Application Framework are registered trademarks.