The CDS Sales Analysis Package interfaces with the CDS Order Processing/Invoicing Package and therefore the Order Processing/Invoicing Package is a prerequisite to it. This package is primarily a reporting package that has a number of pre-defined Sales Analysis Reports by Customer, Item, Item Class, Salesperson and various combinations of each. On most of these reports, sales, cost of goods and profit figures are presented in dollars, current month-to-date, current year-to-date, current month-to-date last year, and last year-to-date. The Sales Analysis transaction file is designed to allow for relatively easy creation of new reports for those cases where the existing reports do not satisfy the desired requirements.
Sales Analysis Reports:
- Dollar Sales by Customer, Month-to-Date and Year-to-Date
- Sales by Product Line by Units, Dollars and Average Price, Today, Month-to-Date and Year-to-Date
- Month-to-Date Dollar Sales by SalesPerson/Customer
- Year-to-Date Dollar Sales by SalesPerson/Customer
- Dollar Sales by Customer Type/SalesPerson Month-to-Date and Year-to-Date