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Evo-ERP and DBA Classic >> Sales >> Annual Sales report
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Message started by Karen Mason on 02/25/04 at 09:19:27

Title: Annual Sales report
Post by Karen Mason on 02/25/04 at 09:19:27

Looking for a report that would give me each customers sales for a year and the % that customer is of the overall. Does any such thing exist?

Title: Re: Annual Sales report
Post by Tim Keating on 02/25/04 at 09:25:32

Crystal, Access or Data Export to Excel.

Title: Re: Annual Sales report
Post by aricon on 02/25/04 at 09:56:55

Right. And because you will be pulling a significant amount of data from multiple tables and then collating that and turning it into a one-line-per-customer report, Access would be the easiest toolset to work with to get that. Unless you are really good and comfortable with Crystal. Would be a pretty big pain in the ass to do in Excel.

Title: Re: Annual Sales report
Post by Lynn Pantic on 02/25/04 at 10:40:27

SA-M can get you the one line per customer but not the % of total. Use the RTM named TOPSALE and sort by customer. If you say Y to Top N report then you can get your Top N (where N is however many customers you want to include) listed from highest to lowest sales volume.

Title: Re: Annual Sales report
Post by Karen Mason on 02/25/04 at 14:52:59

I will manually calculate the % for now.

I am not familiar with access or crystal or the TAS6 report stuff...

I bought access to begin learning it but I'm not even sure if I start in access and pick from DBA or vice versa.

Oh those beginners...

Title: Re: Annual Sales report
Post by RAGINE on 02/25/04 at 15:50:17

Lynn,
I tried this because it would be useful to us also, but the figures did not come out right. I compared it with the detail report. I used shipping dates as we invoice & post when we ship. On the Topsale report the dollar figures were way lower than actual figures. I tried it for 1 year, 6 monts & 1 month.

Ragine

Title: Re: Annual Sales report
Post by Lynn Pantic on 02/25/04 at 16:29:00

Let me send you a new RTM, the old one had the total field sizes too small.

Title: Re: Annual Sales report
Post by RAGINE on 02/25/04 at 17:03:51

Thanks Lynn,

Will you email it to me? Then, (stupid question) how do I do it? :-[

Ragine

Title: Re: Annual Sales report
Post by Lynn Pantic on 02/25/04 at 17:11:28

Actually, I posted the RTM to www.istechsupport.com/dl/topsale.zip so anybody can download it. Unzip to DBAMFG and then use SA-M and call out that RTM.

Title: Re: Annual Sales report
Post by Karen Mason on 02/26/04 at 06:29:47

I used modify forms to lengthen the fields. Also deleted fields I did not want (COGS/Profit).Came out with a nice clean report.

I did not realize a report named TOPSALE existed...I wonder how many other reports I might be missing out on.

Thanks Lynn

Title: Re: Annual Sales report
Post by David Waldmann on 02/26/04 at 10:40:47

Like Tim said, Data Export to spreadsheet.

First you have to run the BKCVUTIL (UT-A, or someplace on the menu) - select Customers and both years.
Then export data from BKARCUST (DE-A) to a delimited text file. Select whatever fields you want, but probably BKAR.CUSTCODE, BKAR.CUSTNAME and BKAR.GROSS.LYR.

Then open it in your spreadsheet, add a couple very simple formulas (one grand total, and then customer total divided by grand total, format as a percentage) and there you are.

You can also do the same type of thing for Vendor purchases.