How To: Running the Monthly COGS and Misc Listing (05-05)
Overview
This selection creates a report showing the month to date cost of goods sold, calculated for both Vendor Price (VP) and Unit Cost (UC). Additionally, this report breaks down Non-Inventory Product Type sales individually.
Special Notes
- Carpet items display in square yards and fabric items display quantities in running yards.
- You can view the report without entering any search criteria (just click the Refresh button).
- The report can be exported to a spreadsheet program or printed to a laser printer or directly to a PDF file.
- Any split sales will cause the Package Analysis report to print following the regular report.
Step-by-Step
Click image to enlarge.
- From the ‘Region’ drop down menu, select a region to narrow the results by. You can include all regions by leaving this field set to ‘All.’
- Specify whether the report should include Written or Delivered Sales.
- Specify whether the report should include information for Merchandise sold individually or for Packages.
- Click ‘Refresh’ to display the results.
- Whenever the search criteria changes, you must click the ‘Refresh’ button to update the results.
- Click the ‘Print’ button (optional) to print a paper copy of the listing. At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file. If printing to a PDF, accept the pre-prompted save location on your computer, or enter a new one.
NOTE: You cannot print this report to a spooler.
- Click Export to download the report to your computer (optional). Accept the pre-prompted save location, or enter a new one. Then click ‘Ok.’
IMPORTANT: Since the exported file is tab delimited, save it with a ‘.txt’ extension.
- Click the ‘Export Excel’ button (optional) to open the information with Excel.