The Customer Sales Analysis by Manufacturer report can be run for a particular customer or for all customers in one report. It enables you to examine the Number of Sales, Total Dollars, Total Cost, Gross Profit Dollars, and Gross Profit Percent of a single Manufacturer's line or all Manufacturers.

There is an Owner's Name selection criteria prompt on this report. Use this in conjunction with the <S4> option (below) to get a consolidated report of all customers with one owner's name.

If a particular customer is chosen, the Customer Sort Code, Salesperson, Location, and Beginning and Ending Zip Code will be defaulted for that customer. If you chose to print ALL Customers you will have a choice to print each Customer on a separate page.

You may Sort by Customer, Sort Code, or Zip Code and by Group Code 1.

You may select to Show Cost and Gross Profit or Show Gross Profit Percent only.

You have the option to print the report without the Customer's Name shown. The report will show and be sorted by the Customer Number. This is very useful when showing your Manufacturer Representative your report and still protects the security of your Customer List. This option will appear only if Printing the report by Detail.

The following output options are available are <P>rinter, <S>creen, <F>ax, F<I>le

When using the “f<I>le” feature, it allows the user to download to a file when using the <T> or <T2> option only.

Note: When using this option, you must use the <D> option to Download the file to your local hard drive on your PC. C:\Temp is the default file folder, unless otherwise setup in Port Entry (1.10 field 16 page 2).

Enter <S> for Summary Listing (will also display the Zip Code), <S2> for Summary comparison, <S3> for Month, Year To Date and Prior Year To Date comparison, <S4> is the same as <S3> except that it is summarized by Owner's Name, <D> for Detail comparison, <D2> for 13 month Across Page Listing or <T> for Customer Totals only comparison. <T2> will print Customer Number. <T3>=Up to 13 Month Totals.

The <T3> option will print similar to the <D2> option except that the Mfr detail will be suppressed so that only the Customer Totals and Grand Total will print.

Also, a range of periods to print can be entered:

* Enter Year or Begin Period of Range:

* Enter End Period of Range:

If a Year is entered then the report will print a 13-month across the page listing (like option <D2>). If a Begin Period is entered then the system will calculate an ending period 13 months in the past allowing the user to override the period to any period to display, as long as the period is within 13 months of the Begin Period.

Based on the Year or Periods entered the report will create a monthly across the page listing.

The Sort By prompt has an option to Sort By Customer Sort Code. Customer Sort Code will be included in the output of the "Customer Sales Analysis by Mfr" report, with the exception of the <T> and <S4> versions. The sort field information will replace the Customer information in the output. In addition, Grand Totals by Manufacturer will be added to the end of the report, regardless of which "Sort By" or "Total By" option is chosen. If sorting by Sort Code or Zip Code, an additional bottom prompt will appear:

Enter <Y> to Total by Sort Criteria. Answering <Y> will change the output of the report to summarize by the specified "Sort By" field.

Exclude/Include Mfr's - These prompts will allow you to exclude or include more than one mfr at a time in the report.