Sales Analysis Report Control Settings

Access

STORIS references the settings in this routine when creating and generating sales analysis reports. Using the Create a Sales Analysis Report (SABRE Report Manager) routine, you can construct analysis reports of written, delivered, and/or returned business from these details.   

Periods of Data RetentionEnter the number of months for which to maintain written and delivered sales analysis detail records. If you leave this field blank or enter zero, the system collects no data.  

The End of Month process purges data that is older than the number of months specified in this field. Therefore, STORIS advises setting this field for three (3) months beyond the desired retention.

Include Service in Sales AnalysisTo include customer service in sales analysis reports, check the box at this field. Otherwise, leave the box blank.

Include Layaways in Sales Analysis

Dollar-Only Adjustments to Written BusinessTo include dollar-only adjustments as written sales figures as well as delivered sales figures in sales analysis data, check the box. If you leave the box blank, the system records dollar-only adjustments only as delivered sales figures in sales analysis data. The system also includes the adjustments in the salesperson activity data for written sales figures.  

Use the following two fields together to specify the zip code information you want to include in sales analysis reports.

Country CodeEnter the code of the country for which you want to define zip code capture settings.  

Fields to CaptureEnter the number of fields from the country’s zip code you want to capture for sales analysis SABRE reports. For example, U.S. zip codes contain two fields consisting of a 5-digit zip and a 4-digit suffix (for example, 12345-6789). To capture only the first field (12345) enter 1; to capture both fields (12345-6789) enter 2.