Sales Analysis

Use Which Date (required)

Quote Date: date when the quote was created.
Accepted Date: date when the quote was accepted.
Invoiced Date: date when the order was invoiced.

Date From (required)

Select the date from.

Date To (required)

Select the date to.

Sales Reps (required)

Select Reps to be included in report.

Group by Sales Rep (required)

If "No" all orders will be listed continuously, If "Yes" orders will be split 1 Rep per page.

Order Types (required)

Select Order Types to be included in your report, Orders refers to BOD orders. Reworks/Remake refers to orders resulted in a Rework/Remake

Order Status (required)

Select Order Statuses to be included in report e.g. For Accepted Orders exclude Declined, Cancelled and possibly orders that are awaiting approval.

Show GP (required)

No excludes the GP, GP% Variance and Var % columns in report

Inc Tax? (required)

Is the Sales Amt to include tax. This is dependent on how the product pricing is setup.

Customer Search

Filter results based on keyword entered. E.g. if you enter company, the results will show only customers with the word company in the name.

Order Date

This will be either the Quote date, Accepted date or Invoiced date depending on what option was selected in the filter.

Order

Order number.

Status

Order status.

Description

Customer reference for the order.

Customer

Customer name.

Width

This will show the customer’s contact number. Once expanded it will show the width.

Height

This will show the customer’s email address. Once expanded it will show the height/drop.

Product

This will show the Inventory Group Code. Expanded it will show the inventory description.

Qty

Sum of all products (including components) in the order. Individual quantity for each option with an inventory attached.

Cost

Total cost of the order. Expanded - Individual cost of the item lines.

Price

Total sell price of the order. Expanded - Individual sell prices of the item lines.

Sales Amt Ex Tax

Sale dollar amount excluding tax.

Is Price Match

True or false if the order is price matched.

GP

Gross profit.

GP %

Gross profit percentage.

Variance

Discount amount.

Var %

Discount percentage

Commission

Sales Rep Commission amount.

Qty:

Number of order items

Cost:

Cost of items

RRP:

Order value without discounts

Sales Amt:

Value as quoted after discounts

GP:

Sales Amt - Cost and percentage

Variance:

RRP: - Sales Amt

Commission

Commission calculated by BUZ for these orders

Count

Number of orders.