How To: Setting Up Sales by Customer Prefs (05-90-03-11)

Check this box to show the ‘Avg Units’ column on the report. This figure excludes Non-Inventory product types and is calculated as follows:

Total Units*
Total Tickets

*This is the total quantity of all items on all tickets (including negative lines).

Check this box to exclude return tickets from the Total Units and Total Tickets figures that are used to calculate the Average Number of Units.

When this box is not checked, the system takes the total units, which is calculated by summing the quantities for all tickets (including negative quantities), and dividing it by the amount that appears in the ‘#Tickets’ column.

When this box is checked, the system excludes any negative quantities on return tickets* from the total units calculation and also subtracts any return tickets from the ‘#Tickets’ column before calculating the Average Number of Units.

NOTE: The amount that appears in the ‘#Tickets’ column does not change based on this preference. Return tickets are only subtracted when calculating the Average Number of Units.

*Orders are considered return tickets if the transaction:

• is a complete Cancel Order (CO) (all lines on the order are cancelled and there no lines in history)
• has negative lines and the total amount of the ticket is negative
• is a Generation 0 DZ/SZ ticket

*Orders are not considered return tickets if the transaction:

• has a DX transaction type
• is a partial Cancel Order (CO) ticket
• is a Generation 1 or higher DZ/SZ ticket

Check this box to show the ‘Avg Unit$’ column on the report. This figure excludes Non-Inventory product types and is calculated as follows:

Total Sales$
Total Units*

*This is the total quantity of all items on all tickets (including negative lines and excluding Non-Inventory product type items).