Order Summary by Sales Rep.
This report summarizes for each sales representative, the number of orders and amount of each order placed and shipped month to date and year to date for a selected period and year. At the end of the report totals are shown for all orders placed and shipped. This report takes 132 columns. The following parameter screen is displayed so the user can specify the time period and select the sales representatives to be included on the report.
Entry is required for the Accounting Period and Accounting Year fields. If you want all the sales representatives to be included, leave the Sales Rep fields blank.
Order Summary by Product
This report summarizes for each product, the number of orders and amount of each order placed and shipped month to date and year to date for a selected period and year. At the end of the report totals are shown for all orders placed and shipped. This report takes 132 columns. The following parameter screen is displayed before the report is run so that the user can specify the time period and select the products to be included on the report.
Entry is required for the Accounting Period and Accounting Year fields. If you want all the products to be included, leave the Product fields blank.
Orders by Customer
This report lists orders by customer name, sorted alphabetically by customer code. The following parameter screen is displayed to allow the user to select the customers and orders to be included on the report
The Order Date fields relate to the date the order was entered, not the date the order was shipped.
If you want to print orders for a single customer, enter that customers code in both the Customer fields.
The Order fields allow you to select the orders to be included on the report.
If all the Report Selection Parameters are left blank, all orders for all customers and all dates are listed.
This report is 132 columns wide. The time period, range of customers, and range of orders specified is printed at the top of the report. For each customer, the following fields are listed:
order number
date order placed
description of each product ordered
units of each product ordered
money amount of each product ordered
Shipping Analysis
This report provides information about whether orders are being shipped early, on time, or late. It compares the order date, requested ship date and the actual ship date.
The following parameter screen is displayed so that the user can specify the date range for the orders being analyzed.
This summary report is 132 columns wide. Analysis is done on rush orders, non rush orders, and same-day shipment orders. The analysis includes data on the following:
total number of orders
number of orders shipped on time
percentage of orders shipped on time
number of orders shipped early
percentage of orders shipped early
number of orders shipped less than 3 days late
percentage of orders shipped less than 3 days late
number of orders shipped between 3 and 6 days late
percentage of orders shipped between 3 and 6 days late
number of orders shipped between 7 and 9 days late
percentage of orders shipped between 7 and 9 days late
number of orders shipped between 10 and 13 days late
percentage of orders shipped between 10 and 13 days late
number of orders shipped 14 or more days late
percentage of orders shipped 14 or more days late
Shipping Analysis with detail
This report is the same as the Shipping Analysis report, except that it lists the orders at the beginning of the report. The following fields are displayed for each order.
order number
customer name
amount
requested ship date
actual ship date
description of the timeliness of shipment
Before the report is run the following parameter screen is displayed so that the user may select a range of orders and customers to be included on the report.
Order date is the date the order was entered, not the date the order was shipped. If you wish to include all the orders for all customers in the analysis, leave the Report Selection Parameters blank. This is a 132 column report.
Print Confirmation of Order
This report produces a copy of the order for the customer. The report is 85 columns wide and designed for custom forms. One order is printed per page. Most of the information from the order form is shown on this report. Order confirmations are only printed for orders that have not been shipped.
The following parameter screen is displayed to allow you to select the order confirmations to be printed.
Order Date is the date the order was entered. Enter the date in the mmddyy or mm/dd/yy format. If you do not wish to select a particular time period, leave the Order Date fields blank.
Enter a customer code number in the Customer fields. If you do not wish to select a particular range of customers, or you wish to print confirmations for all customers, leave these fields blank.
The Order fields refer to the order number. If you do not wish to select a particular range of orders, or you want to print confirmations for all orders, leave these fields blank.
Print Picking Labels
This report prints inventory "picking" labels. The following parameter screen allows you to limit the labels printed to products to be shipped within a certain date range.
The report is set up to print each product requirement on a standard label 1 inch long by 3 1/2 inches wide. These labels hold 5 lines with 46 characters on each line. It is assumed that there is 1 line of space between labels. Each label contains the following information:
product code
product description
order number
packing slip number
units
These labels can be used by warehouse workers to pick inventory off the shelves. The labels are sorted by product code so all of the product needed for all the orders being packed can be pulled at once. The labels are placed on the product as it is pulled to identify into which order the product should be packed.
Print Packing Slips
This report produces a packing slip showing what part of the order has been included in the current shipment. One packing slip is printed per page. The report is 80 columns wide. The shipping address and most of the information from the detail lines of the order are included on the packing slip. No dollar amounts are printed on this report.
The following parameter screen is used to select the packing slips to be printed:
The Packing Slip Date is the date the packing slip was created. The Customer is the code for the customer. The Order is the order number.
Commission by Sales Rep
This report displays the commissions made by the sales reps. The following information is shown:
sales rep name
commission rate of sales rep
if the commission is on the gross amount
invoice number
product
gross amount (price)
net amount (price - cost)
amount of commission
The following parameter screen is used to select the time period, invoices, and sales reps to be included on the report.
Invoice Date fields refer to the date the invoice was entered. If you do not wish to select a particular time period, leave these fields blank.
The Invoice fields refer to the invoice number or code. If you do not wish to select a particular range of invoices, leave these fields blank.
The Sales Rep fields refer to the sales representative code. If you do not wish to select a particular range of sales reps to be included on the report, leave these fields blank. This report is 132 columns.
Gross Margin by Item
This report displays the gross margin for each product on each invoice, as well as the total gross margin for each product. The following fields are displayed for each product:
product
product description
invoice number
price
cost
gross margin
The following parameter screen is used to select which products and invoices are to be included on the report:
The Product fields refer to the product code. If you do not wish to select a particular range of products to appear on the report, leave these fields blank.
The Invoice fields refer to the invoice code or number. If you do not wish to select a particular range of invoices to appear on the report, leave these fields blank.
Back Orders by Product
A product is considered back ordered if there is not enough product to fill an order when the Fill Orders process is run. This report lists by product and order the units of product the Fill Orders process was unable to fill. The customer and price are also listed. The following parameter screen is used to select the range of product categories to be included on the report.
If you wish to get a listing of all the products on back order, leave all the Report Selection Parameters blank.