Stock Summary - Sales Analysis tab

Use the Sales Analysis tab to view detailed information about the sales, pricing and profit per month. You can filter the results to show:

To open the Sales Analysis tab:

Select Sales > Stock Summary from the Synergetic main menu.
Tip: You can also access the Sales functions by clicking .

The Low Stock tab of the Stock Summary window is displayed.
Click Sales Analysis.
The Sales Analysis tab is displayed.

Field	Description
Sales By Month and...	Select the criteria that you want to analyse by month. Your selection determines which filter areas and grid fields are displayed.
Show Date Range From / To	Select the first and last dates of the period that you want to analyse sales for. Tip: To analyse all sales up to the present, deselect the To field. To analyse all past sales, deselect the From field.
Business Unit Filter	Select either: Show All to display items for all business units a business unit from the drop-down list to display items for the selected business unit.
Category Filter	Select either: Show all to display all item categories an item category from the drop-down list to analyse sales only for this category. Note: Item categories are listed in the luItemCategory lookup table and are set on the Item tab of Item Maintenance. See Item Maintenance - Item tab.
Item Filter	Select either: Show All to analyse sales for all items an item to analyse sales for the selected item.
Consignment Filter	Select either: Non-Consignment to analyse sales for non-consignment stock only Consignment to analyse sales for consignment stock only All to analyse sales for all stock.
Include Tax in Prices and Sales Figures	Select to include tax amounts in the sales analysis figures.
Include Non-Stock Items (e.g. Rounding)	Select to include non-stock items.

Field

Description

Sales By Month and...

Select the criteria that you want to analyse by month. Your selection determines which filter areas and grid fields are displayed.

Show Date Range From / To

Select the first and last dates of the period that you want to analyse sales for.

Tip: To analyse all sales up to the present, deselect the To field. To analyse all past sales, deselect the From field.

Business Unit Filter

Select either:

Show All to display items for all business units
a business unit from the drop-down list to display items for the selected business unit.

Category Filter

Select either:

Show all to display all item categories
an item category from the drop-down list to analyse sales only for this category.

Note: Item categories are listed in the luItemCategory lookup table and are set on the Item tab of Item Maintenance. See Item Maintenance - Item tab.

Item Filter

Select either:

Show All to analyse sales for all items
an item to analyse sales for the selected item.

Consignment Filter

Select either:

Non-Consignment to analyse sales for non-consignment stock only
Consignment to analyse sales for consignment stock only
All to analyse sales for all stock.

Include Tax in Prices and Sales Figures

Select to include tax amounts in the sales analysis figures.

Include Non-Stock Items (e.g. Rounding)

Select to include non-stock items.

Note: Depending on your filter selections some of the following fields may not be displayed.

Field	Description
Month	Month that the sales took place in.
Item Code	Code for the item.
Item Description	Description of the item.
Category	Item category.
Total Quantity	Total quantity of the item sold.
Total Sales	Total price for the quantity of the item sold.
Total Costs	Total cost for the quantity of the item sold.
Total Profit	Total profit made from the sale of the item.
Average Price	Average price that the item was sold for.
Average Cost	Average cost of the item.
Markup	Percentage markup on the item on average.
Gross Margin	Difference between selling price and cost as a percentage of the selling cost.

Field

Description

Month

Month that the sales took place in.

Item Code

Code for the item.

Item Description

Description of the item.