SLS - Sales Analysis Report
Overview
The School Shop 'Sales Analysis Report' is a multi-purpose program that allows you to generate a report providing stock-based sales analysis of trading in this shop. The report provides analysis by stock item including:
Quantity sold.
Average cost.
Total cost.
Average sell price.
Total sell price.
Margin.
Tax.
The report can be run for any combination of:
Student sales.
Cash sales.
Commercial sales.
Department sales.
The report can be run using various selection options:
Transaction date range.
Transaction entry person.
Entered date range.
Supplier.
General Tab
Enter 'Search Criteria' into the 'General' tab to filter the data produced in the report.
Fields that require detailed explanation | |
|---|---|
Analysis by Stock Group | This groups the sales analysis data generated by the report into stock groups. |
Analysis by Supplier | This groups the sales analysis data generated by the supplier (each stock record has a field available to nominate the supplier). |
Print Tab
The 'Print' tab allows you to choose the 'destination' of the report. This can be to Adobe® PDF viewer, Microsoft Excel® or Microsoft Word®.
The 'Print' tab is also used to format the report.
Options to sort the report are available on the left side of the screen.
The report can be produced in a summary or detailed format.
The summarised version will consolidate at 'Stock Group' or 'Supplier' level as nominated on the 'General' tab.
If you select the 'Detailed Report' format, then an option becomes available to include additional stock movement columns on your report by ticking the 'Include Stock Activity' box:
Opening stock.
Adjusted.
Received.
Closing stock.
An alternative format for this report for each stock item includes the current 'Stock On Hand' figure and then net sales (sales less credits) for each stock item by month across a date range selected on the 'General' tab. Check the 'Monthly Movement Report' to format the report this way.
Use the checkboxes to indicate your preference for displaying 'Alternate Row Colours', 'Table Borders' and 'Include Hyperlinks'. These options can enhance the readability of the report but are not available if the listing destination is Excel®.