Display Sales Statistics

When you click Sales, the Executive Information Summary (EIS) program displays these statistics:

Field Name

Displays

Gross sales

Month/period column: Total gross value of all orders taken this month/period (orders with an order date in this month/period):

(Quantity on each line x Price) - Line discount - Surcharges

Actions that update this value:

  • Enter an order in Sales Order Maintenance (OE) or a one-step order with One-Step Invoice Entry (RE)

  • Process an EDI order with Quote-to-Order Transfer (EPIB)

  • Enter an adjustment, credit or debit memo, or reversal with One-Step Invoice Entry (RE)

  • Close an order with Sales Order Maintenance (OE)

Other columns: See below.

Net sales

Month/period column: Total net value of all orders taken this month/period (orders with an order date in this month/period):

Gross sales - Order discounts

Actions that update this value:

  • Enter an order in Sales Order Maintenance (OE) or a one-step order with One-Step Invoice Entry (RE)

  • Process an EDI order with Quote-to-Order Transfer (EPIB)

  • Enter an adjustment, credit or debit memo, or reversal with One-Step Invoice Entry (RE)

  • Close an order with Sales Order Maintenance (OE)

Other columns: See below.

Margin on sales

Month/period column: Total value of the margin on sales for the current month/period:

Net sales - (Standard unit cost x Quantity ordered)

Actions that update this value:

  • Enter an order in Sales Order Maintenance (OE) or a one-step order with One-Step Invoice Entry (RE)

  • Process an EDI order with Quote-to-Order Transfer (EPIB)

  • Enter an adjustment, credit or debit memo, or reversal with One-Step Invoice Entry (RE)

Other columns: See below.

Open sales (not invoiced)

Month/period column: Total net value of all sales orders not yet invoiced:

(Price x Quantity not invoiced) - Order discounts

Open sales includes new orders, confirmed shipments, and orders on credit or manual hold, but not cancelled orders.

Actions that update this value:

  • Enter an order in Sales Order Maintenance (OE) or a one-step order with One-Step Invoice Entry (RE)

  • Process an offline order with Quote-to-Order Transfer (EPIB)

  • Enter an adjustment, credit or debit memo, or reversal with One-Step Invoice Entry (RE)

  • Invoice a shipment with AR Invoice Register (RR)

Other columns: See below.

Credits issued

Month/period column: Total net value of all credit memos with an order date within this month/period entered in the One-Step Invoice Entry (RE) program or created with the RMA (Return Material Authorization) programs.

Actions that update this value:

  • Enter an adjustment, credit or debit memo, or reversal with One-Step Invoice Entry (RE)

  • Issue a credit with RMA Maintenance (RMA) or when you receive the returned material with Receiver Maintenance (IRC)

Other columns: See below.

Orders on manual hold

Month/period column: Total net value of all orders on manual hold:

(Price x Quantity on hold) - Line discount - Surcharges

Note
This field is a subset of the Open sales (not invoiced) field. This field and the Orders on credit hold field are totalled and the value displayed in the Orders on hold field on the Executive Information Summary (EIS) screen.

Actions that update this value:

  • Place an order on manual hold in Sales Order Maintenance (OE)

  • Release an order from hold with Sales Order Maintenance (OE) or Order Hold Release (OHR)

Other columns: See below.

Orders on credit hold

Month/period column: Total net value of all orders on credit hold:

(Price x Quantity on hold) - Line discount - Surcharges

Note
This field is a subset of the Open sales (not invoiced) field. This field and the Orders on manual hold field are totalled and the value displayed in the Orders on hold field on the Executive Information Summary (EIS) screen.

Actions that update this value:

  • Place an order on credit hold in Sales Order Maintenance (OE) or enter an order for a customer that is on credit hold

  • Release an order from hold with Sales Order Maintenance (OE) or Credit Hold Release (CHR)

Other columns: See below.

Sales quotes entered

Month/period column: Total gross value of all sales quotes entered, regardless of their current status (new, transferred, or closed):

(Quantity on each line x Price) - Line discount - Surcharges

Actions that update this value:

  • Import an order with Order Import (EPI) or enter a quote with EDI/Sales Quote Maintenance (QOE)

Other columns: See below.

Quotes converted to orders

Month/period column: Total value of sales quotes that have been converted to orders:

(Quantity on each line x Price) - Line discount - Surcharges

Actions that update this value:

  • Process an order with Quote-to-Order Transfer (EPIB)

Other columns: See below.

Open quotes

Month/period column: Total gross value of all sales quotes that have not been converted to orders:

(Quantity on each line x Price) - Line discount - Surcharges

Actions that update this value:

  • Import an order with Order Import (EPI) or enter a quote with EDI/Sales Quote Maintenance (QOE)

  • Process an order with Quote-to-Order Transfer (EPIB)

Other columns: See below.

Cancelled orders

Month/period column: Total value of all orders that have been cancelled:

(Quantity on each line x Price) - Line discount - Surcharges

Actions that update this value:

  • Close an order with Sales Order Maintenance (OE)

Other columns: See below.

Order discounts

Month/period column: Total value of all sales order header discounts; does not include order line, price, or volume discounts

Actions that update this value:

  • Enter an order with a header discount with Sales Order Maintenance (OE) or a one-step order with a header discount with One-Step Invoice Entry (RE)

  • Close an order with a header discount with Sales Order Maintenance (OE)

Other columns: See below.

Net sales returns

Month/period column: Total net value of items returned on RMAs (return material authorizations):

Gross amount of returned items - Order discounts

Actions that update this value:

  • Process a credit memo for an RMA with AR Invoice Register (RR)

Other columns: See below.

EDI orders

Month/period column: Total value of all orders that have been imported from an ASCII file ant converted to sales orders:

Gross sales - Order discounts

Actions that update this value:

  • Import orders with Order Import (EPI)

Other columns: See below.

Column heading:

Year-to-date
This month last year
Last month
Enterprise
Enterprise YTD
Last year total
Last YTD

For each category of statistics:

Total for the year-to-date
Total for the current month/period last year
Total for the last month
Month-to-date total for the enterprise
Year-to-date total for the enterprise
Last year total (end of year) for the enterprise
Last year's year-to-date total

  1. (Optional) Highlight a sales statistic and click Detail or double click the line to display further details:

Sales Statistics

See

Gross sales, Net sales, Margin on sales, Open sales (not invoiced), Order discounts, and EDI orders

Display Open Sales Orders

Credits issued

Display Issued Credits

Orders on hold and Orders on credit hold

Display Orders on Hold

Sales quotes entered, Quotes converted to orders, and Open quotes

Display Sales Quotes

Cancelled orders

Display Cancelled Orders

Net sales returns

Display Sales Returns

Click OK to return to this screen.

  1. Choose the appropriate options:

To

Do This

Print the displayed data

Click Print. See Print an Inquiry.

Display sales order details

Highlight a category and click Detail or double click the line. See step 1.

Display top items by year-to-date sales

Highlight a category and click Items. See Display Top Items by YTD Sales. Click OK to return to this screen.

Display top customers by year-to-date sales

Highlight a category and click Customers. See Display Top Customers by YTD Sales. Click OK to return to this screen.

Display top sales reps by year-to-date sales

Highlight a category and click Sales reps. See Display Top Sales Reps by YTD Sales. Click OK to return to this screen.

Return to the Executive Information Summary screen

Click OK. See Display Executive Information Summary Statistics.

Exit and return to the menu

Click Quit.