The Customer Sales Ranking report ranks customers systematically by Gross Sales, Gross Profit, or Gross Profit Percent. It can be limited to sales of a specific Manufacturer's line or broken down by Group Code. There is a minimum of 1 customer and a maximum of 25,000 customers.

You can select customers based on the date they were entered into the system.

You may <P>rint, view on the <S>creen, <F>ax, or f<I>le the report.

Note: The <F>ax option also includes Email capability. Emailing and Faxing require optional Software and additional Setups. Please contact Perfection Software Sales Department for more detailed information.

You may print the report by the <O>wner’s Name or by <Z>ip Code. If Zip Code is chosen, the customers will be grouped by Zip Code.

If you chose to print by <O>wner's Name or <Z>ip Code you may choose to print a <S>ummary or <D>etail report.

In the <S>ummary report, the report will print totals by Owner's Name. In the <D>etail report, the customers that make up the Summary will be ranked and printed under the Owner’s Name. If this field is left blank, the report will print by Customer Name.

Enter <Y>to print the Customer Sales and Profit Report after the Ranking Report has printed, in the same order as the ranking report or Enter <O> to print the Customer Sales and Profit Report Only.

The following prompts are only available when selecting "Rank By" <T> for Gross Profit Pct, and selecting "Print Sales and Profit Report" options <Y> or <O>. A second page of Prompts will be displayed, and will allow you to up-arrow back to the first page if necessary:

Calc Net Profit - <P>ayment Disc or <E>xpenses :

Rank Sales and Profit <B>efore or <A>fter Disc:

Gross Profit Percent Threshold:

Select Customers <A>bove or <B>elow Threshold:

Threshold Type - <B>efore or <A>fter Discount:

Gross Sales Threshold:

Select Customers <A>bove or <B>elow Threshold:

Calc Net Profit – <P>ayment Disc or <E>xpenses:

* Calculate the Net Profit using <P>ayment Discount Only, or ALL <E>xpenses including Payment Discount, Freight Factor, Service Charges, and A/R Adjustments to Revenue or Expense G/LAccounts.

When selecting the <E>xpenses option, a window prompt will appear showing your customer ship via codes, as in this example:

* Enter Freight Factor (Percentage) to calculate the approximate Freight Cost for this Ship Via Code. (Ex. If the average freight cost is $8.00 on a $100.00 Sale, enter 8.00. For NO freight cost, enter 0.00.)

You will see all Ship Via Codes displayed, and will enter a Freight Factor for each code. This is a percentage that represents the COST of freight for each Ship Via code. This table of Freight Factors will be stored, so you do not have to enter the factors every time the report is run.

You may <\> at a Freight Factor field without exiting the report. This allows the report to be run without being forced to <Enter> through every factor. You then will be prompted with:

Enter <C> to Continue or <\> to Exit:

Enter <C> to continue on to the report, Enter <\> (or any other key) to exit out of the report.

When choosing the <E>xpenses version of the report, the Payment Discount column will become the Expense column. There are Notes at the bottom of the report explaining what the expenses include. Keep in mind that Debit A/R Adjustments (those that credit Revenue or Expense G/L Accounts) and Service Charges will appear as a negative expense items. These will have a positive effect on the net Gross Profit. There is a separate column for Freight that will also be included in the net GP calculation.

You can select which Gross Profit Percentage to rank by, as well as select Profit and/or Sales thresholds to limit the selection of customers that will appear on the report.

Grand Totals when ranking by Gross Profit Percentage will show the overall gross profit percentage for the respective report column.