How To: Running the Monthly Summary / Dept Report (05-30)
Overview
This report helps you determine if the current inventory levels of a department are appropriate for the sales generated for that department. Quickly identify the where profits are being made and where profits are being lost.
Special Notes
- The ‘Current Inv,’ ‘Onhand Units,’ and ‘On order Units’ fields are only as accurate as the last running of ‘Update S/A Inv Figures (05-02).
- Carpet items print quantities in square yards and fabric items print quantities in running yards.
- This report can only be printed to a laser printer or PDF file.
- You can sort a report column by clicking on the Column Heading.
- You can move a report column by clicking on the Column Heading and dragging to the desired location.
Step-by-Step
Click image to enlarge.
- From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.
- 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 and the report results appear.
- Any time you change the report criteria, you will need to click Refresh to update the report results.
- Click the Company, Region, or Branch tab to view the department information broken down by company, region, or branch, respectively.
- Click the Print button to print a paper copy of the report (optional). 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 in Excel.