Point of Sale Inquiry

Menu Path: Purchasing Images\bluerarw.gif Inquiries Images\bluerarw.gif Distribution Resource Planning Images\bluerarw.gif Point of Sale Inquiry

Purpose

Review point-of-sale and other product activity data for mass merchant stores.

Overview

Use Point of Sale Inquiry to review point of sales sell through for DRP purchase planning. For point of sale set up information, see Point of Sale Region Maintenance.

For information on importing point of sale data, see EDI Product Activity Import.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Point of Sale Inquiry window.

Show Data

Click this button to refresh data on the View tab.

Graph

Click this button to graph data on the Graph tab based on the selected rows in the Store Specific grid on the View tab. When you click this button, the Graph Based On dialog box appears, and allows you to select the data you want to graph. This button is only available if the View tab is selected.

Selection Tab Fields and Buttons

Field or Button

Description

All Products

Select this check box to display point of sale information for all products. This check box is selected by default.

Product Code

Enter a product code for which to display point of sale information, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box.

Name (Product)

Enter a product name for which to display point of sale information, or click the Lookup button to select a product name. This field is only enabled if you clear the All Products check box.

All Categories

Select this check box to display point of sale information for all product categories. This check box is selected by default.

Category Code

Enter a product category for which to display point of sale information, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box.

Name (Category)

Enter a product category name for which to display point of sale information, or click the Lookup button to select a product category name. This field is only enabled if you clear the All Categories check box.

All Subcategories

Select this check box to display point of sale information for all product subcategories. This check box is selected by default and only enabled if you enter a product category in the Category Code field for which subcategories exist.

Subcategory Code

Enter a product subcategory code for which to display point of sale information, or click the Lookup button to select a product subcategory code. This field is only enabled if you clear the All Subcategories check box.

Name (Subcategory)

Enter a product subcategory name for which to display point of sale information, or click the Lookup button to select a product subcategory name. This field is only enabled if you clear the All Subcategories check box.

All Forecast Groups

Select this check box to display point of sale information for all forecast groups. This check box is selected by default.

Forecast Group

Enter a forecast group for which to display point of sale information, or click the Lookup button to select a forecast group. This field is only enabled if you clear the All Forecast Groups check box.

Name (Forecast Group)

Enter a forecast group name for which to display point of sale information, or click the Lookup button to select a forecast group name. This field is only enabled if you clear the All Forecast Groups check box.

All Shipping Locations

Select this check box to display point of sale information for all shipping locations. This check box is selected by default.

Prefix

Enter a shipping location prefix for which to display point of sale information, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Shipping Locations check box.

Name (Shipping Location)

Enter a shipping location name for which to display point of sale information, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Shipping Locations check box.

All Regions

Select this check box to display point of sale information for all point of sale regions. This check box is selected by default.

Region ID

Enter a region ID for which to display point of sale information, or click the Lookup button to select a region ID. This field is only enabled if you clear the All Regions check box. Point of sale regions are set up in Point of Sale Region Maintenance.

Name (Region)

Enter a region name for which to display point of sale information, or click the Lookup button to select a region name. This field is only enabled if you clear the All Regions check box. Point of sale regions are set up in Point of Sale Region Maintenance.

All Customers

Select this check box to display point of sale information for all customers. This check box is selected by default.

Customer Code

Enter a customer code for which to display point of sale information, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box.

Name (Customer)

Enter a customer name for which to display point of sale information, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box.

All Stores

Select this check box to display point of sale information for all stores for the specified customer. This check box is selected by default, and is only enabled if you clear the All Customers check box.

Store ID

Enter a store ID, or click the Lookup button to select a store ID. This field is only enabled if you clear the All Stores check box.

Note Store information is imported using EDI Product Activity Import. Stores can be linked to customer ship-to addresses using the Store ID field. If linked, then you can click the Lookup button to display the list of stores for the selected customer. If not linked, you can still enter a store ID directly (without validation).

Time Bucket

Select whether to display point of sale information for months, weeks, or days.

Months/Weeks/Days

Enter the number of past and future months, weeks, or days for which to display point of sale information. The selected Time Bucket option controls whether these fields are months, weeks, or days. Enter a negative sign to display a number of months, weeks, or days before the current month.

Sold

Select this check box to display quantities sold.

On Hand

Select this check box to display quantities on hand.

In Transit

Select this check box to display quantities in transit.

On Order

Select this check box to display on order quantities.

Received

Select this check box to display received quantities.

Adjustments

Select this check box to display adjustment quantities.

Returned

Select this check box to display returned quantities.

Damaged

Select this check box to display damaged quantities.

Transferred

Select this check box to display transferred quantities.

Forecast

Select this check box to display forecast quantities.

Primary

Click the Lookup button to select a primary method for sorting data.

You can sort by the following:

  • Category

  • Forecast Group

  • Product Code

  • Product Line

Secondary

Click the Lookup button to select a secondary method for sorting data.

If Forecast Group is selected in the Primary field, you can sort by the following:

  • Category/Sub-Category/Product ID/Region/Store ID

  • Region/Store ID/Category/Sub-Category/Product ID

  • Product Line/Style/Product ID/Region/Store ID

  • Region/Store ID/Product Line/Style/Product ID

If Category is selected in the Primary field, you can sort by the following:

  • Sub-Category/Product ID/Forecast Group/Region/Store ID

  • Product ID/ Forecast Group/Region/Store ID

If Product Line is selected in the Primary field, you can sort by the following:

  • Style/Product ID/Forecast Group/Region/Store ID

  • Product ID/Forecast Group/Region/Store ID

If Product Code is selected in the Primary field, you can only sort by Forecast Group/Region/Store ID.

View Tab Fields and Buttons

Field or Button

Description

Store Specific

This grid displays store-specific point of sale information. Select a product to view totals for it in the Forecast Group Totals and Totals grids. The time bucket columns display based on the number of months entered in the Time Range section on the Selection tab.

You can select more than one row in this grid, and then click the Graph button in the ribbon to create a line graph of the data.

Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.

Forecast Group Totals

This grid displays a subtotal by forecast group for the product selected in the Store Specific grid. For each check box selected in the Quantity Types section on the Selection tab (e.g., On Hand, Sold, etc), a separate row displays for a forecast group subtotal. The time bucket columns display based on the number of months entered in the Time Range section on the Selection tab.

Note The Customer Code and Store ID columns are empty in this grid because they do not have meaning in this context.

Totals

This grid displays the grand total for the product selected in the Store Specific grid. For each check box selected in the Quantity Types section on the Selection tab (e.g., On Hand, Sold, etc), a separate row displays for the product grand total. The time bucket columns display based on the number of months entered in the Time Range section on the Selection tab.

Note The Customer Code and Store ID columns are empty in this grid because they do not have meaning in this context.

Graph Tab Fields and Buttons

Field or Button

Description

Graph

This grid displays store-specific point of sale information. Select a product to view totals for it in the Forecast Group Totals and Totals grids. The time bucket columns display based on the number of months entered in the Time Range section on the Selection tab.

You can select more than one row in this grid, and then click the Graph button in the ribbon to create a line graph of the data.

Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.