Sales Analysis

  • Provides Real-Time Summary and Detail of All Sales Activity

  • Helps Identify Reasons for Lost Sales

  • Optionally Maintains Order Booking History

  • Automates Lot Traceability to Customer Level

  • Eliminiates Effort Reqiured in Preparing State Sales Tax Reports

  • Enhances User’s Ability to Generate Custom Queries and Reports

This module, in conjunction with the Order Entry/Invoicing module, provides Sales Management with essential controls that are required to review shipments and implement performance analysis measures relating to timely customer deliveries.

The information utilized by this module has its origins in a number of sources within the Order Entry/Invoicing module. The bookings summary is derived from the Sales Order Processing function, while the shipment detail and shipping summary are born from a combination of the Shipment Feedback and Invoicing functions, respectively.

Bookings Analysis

The Sales Analysis module provides complete visibility into the entire sales cycle, from the inception of an order into the system to the final shipment of the order to the customer. In doing so, the module reports not only on shipping (sales) history, but also on booking history and lost sales.

Booked and lost orders are summarized by customer and item on a monthly basis. The summary information includes the total quantity booked and lost along with the total amount booked and lost. A booking summary inquiry displays summarized bookings history by customer and item for a specific period, or aggregated for all periods within a specific year.

The booking analysis information displayed for a customer includes each item ordered during the time frame along with the total quantity and amount booked, the total quantity and amount lost, and the lost order amount as a percentage of the total amount ordered.

Similar information can be displayed by item. In this case, the information that is displayed includes each customer that ordered the item during the frame along with the total quantity and amount booked, the total quantity and amount lost, and the lost order amount as a percentage of the total amount ordered.

Running totals are maintained on each bookings screen in order to provide a complete picture of the booking activity as you browse through the time frame.

Shipment Analysis

The opposite end of the sales analysis spectrum involves the review of shipment history. Shipping history is accumulated from two different sources – one being the shipment feedback process, the other being the invoicing function. In each case, a complete image of the sales order header and the shipped line items are aggregated for all periods within a specific year.

Shipping Summary

While summarized booking history can be optionally maintained, detailed shipment history is automatically maintained for sales analysis purposes. The shipments are summarized by customer and item on a monthly basis. The summary information includes the total quantity and amount shipped for each item shipped to a customer during a month, along with the associated costs of the item. A shipping summary inquiry displays summarized shipping history by customer and item for a specific period, or aggregated for all periods within a specific year.