Product Analysis

Menu Path: Executive Information Systems $Images\bluerarw.gif$ Sales $Images\bluerarw.gif$ Product Analysis

Purpose

Display sales by product, category, or subcategory based on accounting costs or sales costs.
Display total sales, margin, and margin percentage for a specific period of time.

Overview

Use Product Analysis to view product sales information for a specific date/period, a range of dates/periods, or a comparison range of dates/periods. You can also view product units sold, returned, and restocked. Product Analysis displays margins and margin percentages on sales and returns for products, categories, or subcategories. It also displays average sales, returns, costs, unit prices, unit costs, invoice amounts, and invoice costs. You can drill down to view specific customers that bought a product.

Analyzing Product Sales

To analyze product sales:

Select whether to display data for a range of dates or periods.
Enter a range of dates for which you want to display data in the range 1 From Date and To Date fields, or enter a range of periods for which you want to display data in the range 1 From Period and To Period fields.
If you want to compare data for the range you entered in step 2 with data for another range of dates or periods, select the Range 2 check box, and then enter a range of dates in the range 2 From Date and To Date fields, or enter a range of periods in the range 2 From Period and To Period fields.
If you want to display data for a single shipping location, clear the All Shipping Locations check box, and enter a shipping location in the Location field. You can also click the List button to select multiple locations.
If you want to display data for a single sales location, clear the All Sales Locations check box, and enter a sales location in the Location field. You can also click the List button to select multiple locations.
If you want to display customer data for a single category, clear the All Categories check box, and enter a category in the Category Code field. If you enter a category and want to display customer data for a single subcategory, clear the All Subcategories check box, and enter a subcategory in the Subcategory Code field.
If you want to display data for a single customer, clear the All Customers check box, and enter a customer code or name in the Customer Code or Name field.
If you want to display data for products with a single primary supplier, clear the All Primary Suppliers check box, and enter a primary supplier code or name in the Supplier Code or Name field.
Define the display method by selecting the Category, Subcategory, or Product radio button. You can drill down to the subcategory, product, or customer level if you select the Category radio button.
Select a drill down option. The available options depend on the display option you selected in step 9.
Select whether to use sales or accounting cost.
If you want to display data in a currency other than the default currency, click the Lookup button to the right of the Currency field, and select a valid currency.
If you want to display the cost of products that have been returned but not restocked, select the Include Cost of Products Returned and Not Restocked check box.
Click the Show Data button in the ribbon to display data on the Results tab. The Totals section displays total sales, margin, margin percentage, and net units for the data.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Product Analysis window.
Show Data	Click this button to display category, subcategory, or product data on the Results tab, based on the selected criteria.
Inventory Matrix	Click this button to display Inventory Matrix Inquiry, which allows you to view inventory and transaction information. If a product is selected in the Results grid, you can display inventory and transaction information for the selected product.

Ribbon Filters Tab Buttons

Button	Description
Modify My Additional Filters	Click this button to display Screen Additional Filters Maintenance, which allows you to set up additional filters for the Product Analysis window.

Select Tab Fields and Buttons

Field or Button	Description
Range	Select whether to display data for a range of dates or periods. The Date radio button is selected by default.
From Period (Range 1)	Click the Lookup buttons to select a period and year, that is, the first period and year in a range of periods and years for which to display data. This field is only available if the Period radio button is selected.
To Period (Range 1)	Click the Lookup buttons to select a period and year, that is, the last period and year in a range of periods and years for which to display data. This field is only available if the Period radio button is selected.
From Date (Range 1)	Enter the first date in a range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected.
To Date (Range 1)	Enter the last date in a range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected.
Range 2	Select this check box if you want to compare data for two ranges of periods or dates. This check box is cleared by default.
From Period (Range 2)	Click the Lookup buttons to select a period and year, that is, the first period and year in a second range of periods and years for which to display data. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box.
To Period (Range 2)	Click the Lookup buttons to select a period and year, that is, the last period and year in a second range of periods and years for which to display data. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box.
From Date (Range 2)	Enter the first date in a second range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected, and is only enabled if you select the Range 2 check box.
To Date (Range 2)	Enter the last date in a second range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected, and is only enabled if you select the Range 2 check box.
All Shipping Locations	Select this check box to display data for all shipping locations. This check box is selected by default.
Location (Shipping)	Enter a location prefix or name to display data only for goods shipped from this location, or click the Lookup buttons to select a shipping location prefix or name. These fields are only enabled if you clear the All Shipping Locations check box.
List (Shipping Locations)	Click this button to display Location List, which allows you to select specific shipping locations for which to display data. This button is only enabled if you clear the All Shipping Locations check box. If you click this button and select locations, the check box to the right of the button is selected.
All Sales Locations	Select this check box to display data for all sales locations. This check box is selected by default.
Location (Sales)	Enter a location prefix or name to display data only for goods sold from this location, or click the Lookup buttons to select a sales location prefix or name. These fields are only enabled if you clear the All Sales Locations check box.
List (Sales Locations)	Click this button to display Location List, which allows you to select specific sales locations for which to display data. This button is only enabled if you clear the All Sales Locations check box. If you click this button and select locations, the check box to the right of the button is selected.
All Categories	Select this check box to display data for all product categories. This check box is selected by default.
Category Code	Enter a product category for which to display data, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box.
All Subcategories	Select this check box to display data for all product subcategories. This check box is selected by default, and is only enabled if you enter a category in the Category field.
Subcategory Code	Enter a product subcategory for which to display data, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All Subcategories check box.
All Customers	Select this check box to display data for all customers. This check box is selected by default.
Customer Code	Enter a customer code for which to display data, 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 data, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box.
All Primary Suppliers	Select this check box to display data for all primary suppliers. This check box is selected by default.
Supplier Code	Enter a primary supplier code for which to display data, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All Primary Suppliers check box.
Name (Supplier)	Enter a primary supplier name for which to display data, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All Primary Suppliers check box.
Display	Select the data displayed on the Results tab. Select one of the following options: Category - Display data for product categories. Subcategory - Display data for product subcategories. Product - Display data for products. Category is selected by default.
Drill Down	Select the information to display if you drill down on data displayed on the Results tab. This field is only enabled if you select the Category or Subcategory radio button.
Cost Type	Select whether to use the sales or accounting cost type. Sales is selected by default.
Currency	Click the Lookup button to select a currency to use for all data displayed on the Results tab.
Include Cost of Products Returned and Not Restocked	Select this check box to include costs for products that were returned but not restocked.

Note Additional filters may appear in the My Additional Filters section if filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.

Additional Customer Filters Tab Fields and Buttons

This tab may include additional customer filters if customer filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.

Additional Product Filters Tab Fields and Buttons

This tab may include additional product filters if filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.

Results Tab Fields and Buttons

Field or Button	Description
Results	This grid displays category, subcategory, or product data based on the criteria selected on the Select tab. Double-click a line to drill down to more detailed data. If you drill down on a product category or product subcategory, the window that appears when you drill down is based on your selection in the Drill Down field on the Select tab, as follows: Subcategory - Displays Product Analysis, which allows you to view subcategory data for the selected category. Product - Displays Product Analysis, which allows you to view product data for the selected category or subcategory. Customer - Displays Customer Analysis, which allows you to view customer data for the selected category or subcategory. If you drill down on a product, Product Sales Inquiry appears, and allows you to view sales for the product.
R1 Total Sales	This field displays range 1 total sales for the data displayed in the Results grid.
R1 Margin	This field displays range 1 margin for the data displayed in the Results grid.
R1 Margin %	This field displays range 1 margin percentage for the data displayed in the Results grid.
R1 Net Units	This field displays range 1 net units sold for the data displayed in the Results grid.
R2 Total Sales	This field displays range 2 total sales for the data displayed in the Results grid.
R2 Margin	This field displays range 2 margin for the data displayed in the Results grid.
R2 Margin %	This field displays range 2 margin percentage for the data displayed in the Results grid.
R2 Net Units	This field displays range 2 net units sold for the data displayed in the Results grid.