Sales & Purchase Analysis

Sales and Purchase Analysis reports and enquiries can be produced within the system by setting a series of parameters and defining the extent of the reports and enquiries needed. The Analysis codes can be combined to provide a three-layer hierarchy around which user configurable Margin Analysis can be derived. A series of parameters provide flexibility to include or exclude selected data from the Analysis.

These parameters determine whether: -

• Sales or Purchase Analysis data is to be generated for a Company
• An Operator is permitted to modify Sales or Purchase Analysis data associated with an Order
• A Customer is to be included in Sales Analysis
• A Supplier is to be included in Purchase Analysis
• A Product is to be included in Sales or Purchase Analysis

Reports and enquiries are produced by using a series of defined fields found on Customers, Suppliers and Products. Up to 3 of the fields can be used to generate a report or enquiry. The Sales and Purchasing processes automatically obtain the Analysis information by default with manual overrides available depending on operator privileges.

Sales Analysis Structures

Multiple analysis codes can be combined to provide a hierarchy of Margin Analysis.

Margin Report Generation

Once a report has been defined data required by the report is generated by Sales Invoicing / Crediting and Purchase Order Goods Receiving providing that the relevant parameters are set. If a new report is defined after Sales or Purchase Analysis has been switched on then the data required for the report has to be generated if previously processed data is required to be included in the report.