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4. Select Items Sales Reports

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The following screen will appear:

 

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█            Golden Opportunity ♦ Sales Reports for Selected Items             █

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█  1) For Vendors:                    ___             ___                      █

█  2) For Brands:                     ___             ___                      █

█  3) For Major Class Codes:          ___             ___                      █

█  4) For Minor Class Codes:          ___             ___                      █

█  5) For Periods:                    ___             ___                      █

█  6) For Dates Sold:                 __/__/__        __/__/__                 █

█  7) For Depts:                      __,__,__                                 █

█  8) For Prices:                     _____.__        _____.__                 █

█  9) Show Cost                                               Yes              █

█  A) Report Encumbered Layaway/Special Order Items           Exclude          █

█  B) Sort By Sku no, Brand, Vendor, Location Sale # or Dept  Sku No           █

█  C) Taxable only, Non-Taxable only or Both                  Tax & Non-Tax    █

█  D) Regular, Sales Tax, Summary, or Summary Tax Report      Regular          █

█  E) Display, Print, Wide, Compressed                        Display          █

█  F) Start Report                                                             █

█  Y) (Select Multiple Years)                                                  █

█  0) Return to Previous Menu                                                  █

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Use options 1 through E to select the data to print on the report and the report format, then choose Start Report to start running the report. If you don’t make any selections, then choosing Start Report will show ALL sales in the current sales file.

 

Don’t choose any of the selections unless you specifically want to restrict the report to those items. For example, if you want to see sales for all vendors, you don’t even have to choose the For Vendors option.

 

For Vendors*} Use this option to restrict the selection to items from one vendor only, or a series of vendors. To choose items from just one vendor, enter the vendor code as both the starting and ending vendor code. If nothing is entered, ALL vendors will be reported.

 

For Brands*} Use this option to restrict the selection to items from one manufacturer only, or a series of manufacturers. To choose items from just one manufacturer, enter the manufacturer code as both the starting and ending manufacturer code. If nothing is entered, ALL manufacturers will be reported.

 

For Major Class Codes*} Use this option to restrict the selection to items from one major class code only, or a range of major class codes. To choose items from just one major class code, enter the major class code as both the starting and ending major class code. If nothing is entered, ALL major class codes will be reported.

 

For Minor Class Codes*} Use this option to restrict the selection to items from one minor class code only, or a range of minor class codes. To choose items from just one minor class code, enter the minor class code as both the starting and ending minor class code. If nothing is entered, ALL minor class codes will be reported.

 

For Periods*} Use this option to restrict the selection to items from one sales period only, or a range of sales periods. To choose items from just one sales period, enter the sales period as both the starting and ending sales period. If nothing is entered, ALL sales periods will be reported.

 

Sales period usually correspond to months, but if you don’t close the sales period on the last day of the month, then some sales periods may be shorter or longer than the actual month.

 

For Dates Sold*} Use this option to restrict the selection to items from one selling date only, or a range of selling dates. To choose items from just one selling date, enter the selling date as both the starting and ending date. If no dates is entered, ALL selling dates will be reported.

 

For Depts*} Use this option to include or exclude the selection to items from one sales department code only, or a list of sales department codes. To choose (or exclude) items from several sales department codes, enter each department code in turn. If nothing is entered, ALL sales department codes will be reported. To clear the list you have typed in, type in XXX.

 

The Sales Department is a three-letter code you enter as you type in a sale. It is not related to the major class code of the inventory being sold.

 

For Prices*} Use this option to restrict the selection to items from one selling price only, or a range of selling prices. To choose items from just one selling price, enter the selling price as both the starting and ending selling price. If nothing is entered, ALL selling prices will be reported.

 

This refers to the actual selling prices from the sales receipt, not necessarily the ticketed or intended selling price.

 

Show Cost*} Select Yes to show the cost, or No to prevent the cost from printing on the report. If you use passwording, only users with a high enough password can choose this option. For details on passwording, see the Update Passwords section of the System Maintenance Menu.

 

Report Encumbered Layaway/Special Order Items*} Select Yes to show items on layaway or special order, or No to prevent these items from printing on the report.

 

Sort By Sku no., Brand, Vendor, Location or Dept*} The report can be printed in order of SKU number, brand, vendor, location, or sales department.

 

Taxable only, Non-Taxable only or Both*} This option allows you to only show the items that you sold that were taxed, or you can only show those items that were not taxed. If you want to see items regardless of whether or not they were taxed, leave this option set to Both. For other reports showing sales taxes, see the Posting Report from the Cash Register Maintenance Menu.

 

Regular, Sales Tax, Summary or Summary Tax Report*} The Regular version of the report shows the detail of each item sold and a subtotal for each major class code or vendor or department depending on the Sort By option chosen above. The Summary version does not show each item and only shows subtotals for each major class code or vendor or department. The Sales Tax version shows some detail for each items sold and the taxes applicable to each item. The Summary Tax report does not show individual items but just shows the totals for each column of the Sales Tax report.

 

Display, Print, Wide, Compressed *} The report can be displayed on the screen or printed on the printer. If the report will be printed, you can print on regular size paper or, if you have one, you could print on a wide-carriage printer that has room to print more detail. The wide report can also print the same detailed report on a standard-size printer by using small (compressed) characters. To change this selection, highlight the option and press <Enter>.

 

Start Report*} Choose this option to start the report according to your selections. The report will display on-screen or on paper depending on your selection above.

 

You will be asked if you want to sort the report. Usually you should choose <Y>. You can choose <N> to forgo sorting if you previously sorted the file by the sort method chosen in the sort option above and have not entered any more sales since then. However, if you just ran the report sorted by SKU number, and now are choosing a report sorted by vendor, you will need to sort the sales. If you sorted and ran the report by SKU number, saw a sale was missing then added that sale (from the Sales Menu) then returned to this screen, you will need to re-sort.

 

If you choose NOT to sort in the situation where you have added or changed sales since the last time you sorted by that method, the resulting report will not be accurate.

 

Select Multiple Years*} Usually, the Select Items Sales Reports can only show sales from the Current sales file, that can contain up to the last eleven months of sales. Using this option you can choose to run sales reports on previous yearly files — see Purge Sales & Payment Files from the System Maintenance Menu. In addition, you can choose to run reports on sales from more than one yearly file plus the current file all on one report

 

Choosing this option does not start the report. If you create a multi-year sales file with this option, you will still likely want to enter some report criteria above and choose Start Report.

 

Choosing the Multiple Years option creates a temporary sales file that contains the sales from all of the years that you specify. This may take several moments if your computer is not fast. This file may be quite large so you should make sure you have several megabytes of available disk space before creating it. If you create this temporary sales file, you can delete it later by re-choosing the Select Multiple Years option from this menu then choose Delete.