How To: Running the Monthly Quotas by Department Report (05-08-02)

Overview

This selection is used to compare the current month’s sales performance (by department) to the sales quotas set up in the Set Monthly Quota selections (05-64-01 & 05-64-02).

Special Notes

  • The sales figures will only include those branch days that have been updated through 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.

  1. From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.

  1. Specify whether the report should include Written or Delivered Sales.

  1. Select the ‘Unit Cost’ radio button to base gross margins and variances on the Unit Cost. Select the ‘Vendor Price’ button to base these calculations on the Vendor Price.

  1. 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.

  1. Click the Company, Region, or Branch tab to view the department information broken down by company, region, or branch, respectively.

  1. 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.

  1. Click the ‘Export Excel’ button (optional) to view the report in Excel.
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