Merchandise Sales Report

This report lists sales totals by Product Class or by Group, for the selected date range and year to date totals. It can be produced for a single division, all divisions, or for a regional selection.
It lists the on hand quantities with total average costs, the quantities sold and sales totals.
The Gross Margin % for the period and for the year are also calculated.

Rental Equipment is not reflected in this report.
Gross Margin information can be generated for both rentals and sales from the Gross Margin Analysis Report.

The prompts are:

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select an inventory region or a range of inventory divisions to include in the report, as outlined in Division Select By Region.

Note: The division selection is not limited by the Divisional Restricted Views assigned to the operator.

SORT OPTIONS

Select one of the following product sort select options:

• Select Group to select and also sort the report by product Group, and enter the Group range.

  FROM GROUP

  Leave this field blank to include products from all groups, or enter a starting Group for the selection range, or select one from the Group Search window.

  TO GROUP

  Leave this field blank to include products from all groups, or enter an ending Group for the selection range, or select one from the window.

• Select Class to select and also sort the report by Sales Product Class, and enter the Class range.

  FROM CLASS

  Leave this field blank to include products from all Sales Classes, or enter a starting class for the selection range, or select one from the Class Search window.

  TO CLASS

  Leave this field blank to include products from all Sales Classes, or enter an ending class for the selection range, or select one from the window.

YEAR START DATE

Accept the year start or enter the preferred year start.
This date is used to calculate the year-to-date totals on the report.

PERIOD START DATE

Accept the default month start or enter the preferred month start.
This date is used to calculate the monthly totals on the report.

PERIOD END DATE

Accept the month end or enter the preferred month end.
This date is used to calculate the monthly totals on the report.

These dates are stored in the Summarize G/L Settings in the Company Posting Parameters, and default from the last dates the G/L was summarized in Summarize G/L For Financial Statements.

TYPE

Select one of the following report format options:

• Select Summary to print the Class or Group summarized sales totals for each division.
• Select Detail to print the detailed report including all products in the selected class or group range.

Note: This report does not apply to rental equipment.

INCLUDE COMPANY TOTALS

Select one of the following options:

• Select Yes to print company totals for the products, after the division details.
• Select No to exclude company totals in the report.
• Select Totals Only to print only the company totals and not the division details.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the report, or CANCEL to abort.