Report Written Sales Dollars

This report lists written orders and/or adjustments to written orders for one or more stores. You can specify a range of dates as well as the type of report - summary, detail, or both. The Detail report breaks out each order by product number and includes each item’s merchandise amount and gross profit. Totals are calculated for each sales order. Once the run-time options have been selected, choose Run to produce the report.

The output of this report may be affected by Regional Processing restrictions, meaning you can inquire only about customers and locations to which you have access.

This report does not include data from closed periods for which the End-of-Month process has been run because the End-of-Month process purges data from closed periods. However, you can use EIS or create customized sales analysis reports to display written sales data from previous periods.

If you select Summary at the Report Type field, the program restricts your output option to Screen.

Not all columns are available when the Screen output type is selected. The columns ID, Second Description, Vendor, Category, and PO are available only when output settings are set to Personal Report Viewer, Excel, or ASCII Export.

Adjustments

Adjustments made to a sales order via A/R (for example, key-offs, payments, and refunds, etc.) do not log to the report as adjustments.

Negative margins on this report involve changes in the cost of an item (for example, a PO being received, a cost exception being solved, etc.) At the time a sales order is written, STORIS uses average cost since the exact cost is not yet available. When the exact cost of an item becomes, the sales order updates and an "adjustment" record is made to the Written Business and BTA files. Because only to the cost changes and not the selling price, the end result is a negative adjustment to the margin.

Enter the store locations you want to include in this report. If you know the code of the store, enter it directly. If you click on the Arrow, you can choose a store from the list that appears. If you select Multiple Locations from the list, you access the Multiple Locations Selection Window, from which you can choose one or more locations. You can also access the Multiple Locations Selection window if you click on the Action button. If you click on the Search button in the Multiple Locations Selection Window, you access the Multiple Selection Lookup Window. Use this window to select all locations (that is, all locations available to you) by clicking on the All button.

At this and any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.

To display all the salespeople associated with an order on this report, check this box. Otherwise, leave the box blank to display only the primary salesperson.

When you check the box at this field, the column heading in this report changes from Primary Salesperson to Salespeople.

To include the full address for customers on this report, check this box. Otherwise, leave the box blank.

When you check the box at this field, the column heading in this report changes from Customer Name to Customer Name/Address.