How To: Running the Today’s Sales by Product Type Report (05-18-04)

Overview

The tutorial describes how to run the Today’s Sales by Product Type Report.

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.
    NOTE: If territories and/or markets are set up in 30-02-06, you can select one from this list instead of selecting a region.

  1. From the ‘Store’ drop-down menu, select a store for the report. Select ‘All’ to include data from all stores on the report.

  1. From the ‘Dept’ drop-down menu, select a department for the report. Select ‘All’ to include data from all departments on the report.

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.

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

  1. Specify the type of costs to include. Click the ‘Unit Cost’ radio button to base gross margins and variances on the Unit Cost. Click the ‘Vendor Price’ button to base these calculations on the Vendor Price.
    NOTE: This option is only available on Non-Point of Sale terminals.

  1. Select one of the following Sort Options:
    1. Click ‘Branch/Sales’ to sort the report first by branch and then by sales dollars (high to low).
    2. Click ‘Branch/PTy’ to sort the report first by branch and then by product type (alphabetically).
    3. Click ‘PType/Sales’ to sort the report first by product type and then by sales (high to low).
    4. Click ‘PType/Branch’ to sort the report first by product type and then by branch (alphabetically).

  1. Click Refresh. The report results display.
    • Any time you change the report criteria, you will need to click Refresh to update the report results.

Click image to enlarge.

  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 Export File 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.
    NOTE: This option is only available on Non Point of Sale terminals.
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