Product Performance and Purchase Recommendations

(Full Buyer's Work Sheet)

Access

Tabs:  Selection Criteria, Formula Parameters, Sort Criteria

This routine allows buyers to target individual products’ stock, purchase order, sales, and ordering information.  The routine also provides the ability to create purchase orders on-the-fly Performed simultaneously, in the midst of another routine. For example, creating a new product during sales entry rather than leaving the sales process to create the product in product settings.. The report uses both user input and computer-generated information to provide and analyze buying data.

The three tabs in this routine display in an inquiry format.  When you click Run, you access the Product Selection screen, from which you can export product information to Excel®. Also available from the Product Selection screen is the option to save the product data to a file and use it to build a report file.  You can then use this data file with the Report Builder, from which you can create your own buying reports.

If Regional Processing is active on your system, read the Report Exceptions portion of Regional Processing - Reporting Rules for details on how Regional Processing affects this report.  

This routine bases all quantity-on-hand data on saleable Inventory item that can be sold on orders; "regular" inventory that is not designated As-Is. Can also represent the total quantity-on-hand less the as-is quantity. inventory.

Selection Criteria

ProductEnter the codes of the products you want to include in this report. If you click on the Search button, you access the Search for a Product window from which you can create a list of products for your report. If you leave the field blank, you select all products. You can also select a product by entering the vendor model number in the Product field.

GroupEnter the code of a specific product Group to report on, or leave the field blank to include all product groups. You may click the Search button at this field to select from a list of valid group codes.     

CategoryEnter the code of a specific product Category to report on, or leave the field blank to include all product categories. You may click the Search button at this field to select from a list of valid category codes.

CollectionEnter the code of a specific Collection to report on, or leave the field blank to include all collections. You may click the Search button at this field to select from a list of valid collection codes.  

(OTB) DepartmentEnter the code of a specific Open To Buy Department Settings (OTB Department) record to report on, or leave the field blank to include all departments. You may click the Search button at this field to select from a list of valid OTB department codes.

VendorEnter the code of the specific Vendor to be reported. Entry of a single vendor code in this field is mandatory. You may click the Search button at this field to select from a list of valid vendor codes.

Vendor Ship-From

Buying GroupEnter the code of the buying group on which you want to report. If you click on the Search button, a list of available ship-from address appears from which you can make a selection. If you leave this field blank, the report includes all buying groups.

Use Product or Model NumberFor this report, products may be referenced by their Product code or by their Vendor Model Number. Select Product to use the Product code established in Advanced Product Settings (Product Full) file maintenance, rather than the vendor model number. Select Model Number to use the model number assigned to the product by the vendor, rather than using the Product code established in STORIS.

Exclude Special Order ProductsSelect (check) this field to exclude data about special order products (Special Ordered field selected in Product file maintenance) on this report, or leave the field un-checked to display data about special order products.

Exclude Inactive Products

Location Type  

LocationEnter the code of the location on which you want to report. If you click on the Action button An outlet to additional routines and functions. Identified by a blue button with a white ellipsis, Action buttons appear next to fields., you access the Multiple Locations Lookup window from which you can make selections. If you click on the Arrow, you access a list of locations available to you from which you can make a selection. If you select Multiple Locations from the list, you also access the Multiple Locations Lookup window from which you can make selections.

Order Warning WeeksFor products that need to be ordered, enter the number of weeks on which to report.  You can specify from 1 to 13 weeks.  This field references the Minimum Stock Days field in the Advanced Vendor Settings.  This field is active only if the Report Product Warnings field is set to report All or Order warnings.

Excess Warning WeeksFor products exceeding stock requirements, enter the number of weeks on which to report.  You can specify from 1 to 13 weeks.  This field references the Excess Stock Days fields in the Advanced Vendor Settings.  This field is active only if the Report Product Warnings field is set to report All or Excess warnings.

Report Product Warnings

Formula Parameters

Previous or Next WeeksThis field indicates whether the report will use a base period of the previous 13 weeks of the current year, or will look ahead to the next 13 weeks and base the report's calculations on the same time last year.

Variance PercentThis field may be used to indicate an alternate sales rate if you feel that future sales will be either increased or decreased from the available history. Enter the percentage as a number from 0 through 999 percent. For example, if the system is to project the sales figures at exactly the same rate as the available history, enter “100”. If you want to project sales figures with the sales rate cut in half, enter “50”. If you want to project sales figures at a 20% increase, enter "120."

Days of Written BusinessEnter the number of days of written business that you want included on the Full Buyer's Worksheet. The written business reported will always be for this number of previous business days (i.e. no information from the current business day will be included). Previous days are defined as those for which the Day Ending process has been completed.

Written or Delivered Sales DataSelect Written to include all written business (includes completed and open orders) in the reported sales data. Select Delivered to include only orders that have been delivered in the reported sales data.

Sort Criteria

Primary (1st) Sort Criteria, Secondary (2nd) Sort Criteria, Tertiary (3rd) Sort CriteriaUse these fields to select up to three levels of sorting for the report. Select from the drop-down list of valid sort criteria at each field. A primary sort criteria is required for this report; secondary and tertiary are optional.