Sales Summary - Catalogues Catalogues

The Catalogue tab displays information about catalogues listing activity by catalogue and by the stock items contained in the catalogues. In order for items to appear they must:

  1. appear in a catalogue;
  2. the customer must have had a catalogue request processed for them;
  3. the customer must purchase items from the catalogue;
  4. the keycode associated with the catalogue must be added to the sales order.

The [ Sales Summary | Catalogues ] tab contains two sub tabs:

  • Catalogues
  • Catalogue Items

Notes:

  1. Catalogue analysis does not support multiple currencies.
  2. The Go button must be pressed to populate the grid if the F4 filters has not been used.

Catalogues Sub Tab

Filters

  • Catalogue Request Keycode: Show orders with a catalogue request having the specified keycode recorded against it.
  • Date Range: show orders from a particular date range.

Note:

  • There are different options available when you focus on a filter and right click. The option depends on the type of filter:
    • Refresh: updates the information available in the filter, for example if more options have been added.
    • Show All: shows all available options for example if a keycode has expired, this will show all keycodes including expired.
    • Set Date Value:
    • Clear: removes any default options e.g. the date.
    • Select All: will select all options (checkboxes).
    • Select None: will deselect all options (checkboxes).
    • Invert Selection: will either select or deselect options depending on current status, e.g. ticked to unticked and vice versa.

Grid

The following columns appear on this grid:

  • Catalogue: the name of that catalogue.
  • Keycode: the Keycode associated with the catalogue.
  • Filtered Dates:
    • Cust Count: the number of customers who ordered using the catalogue for the specified date range.
    • Order Count: the number of sales orders the customers created using the catalogue for the specified date range.
    • Order Value: the total value of orders for the specified date range.
  • Margins:
    • KC Cost: the cost of the Keycode as entered in the [ Promotions | Keycode ] tab.
    • Profit: the 'Filtered Dates Order Value' minus the 'KC Cost'.
  • Year Values (Jan 01 --> Filter End Date):
    • Cust Count: the total number of customers who have ordered from the catalogue since 1 January of the current year.
    • Order Count: the total number of sales orders with items from the catalogue since 1 January of the current year.
    • Order Value: the total order value from sales orders using the catalogue since 1 January of the current year.
  • Average Per Week:
    • Cust Count: the average number of customers who have ordered on a weekly basis during the date range selected.
    • Order Count: the average number of sales orders using the catalogue on a weekly basis during the date range selected.
  • Average:
    • Order Value: the 'Order Value' divided by the 'Order Count'.

Notes:

  1. The catalogues are displayed but the data must meet the following criteria:
    • The catalogue must be attached to a Keycode which has been recorded against a customer and issued in Catalogue Requests and...;
    • The Keycode and catalogue must be used on a sales order and...;
    • Must be within the specified date range on the filter (if used).
  2. The figure displayed is the NET amount without delivery.

Catalogue Items Sub Tab

Note: the Go button must be pressed to populate the grid if the F4 filters has not been used.

Filters

  • Classification: only show orders where the customer belongs to the specified classification.
  • Date: show orders from the specified date range.
  • Keycode: show stock items in catalogues having the specified keycode listed against them.
  • Size from/to: show catalogues with the size within the specified size range. The size being defined against the stock item in the Size field in Catalogue Page Definition area on the [ Promotion | Catalogues ] screen.
  • Stock Type: show catalogue items with the selected level 2 Stock Type.
  • URN: customer URN.

Note:

  • There are different options available when you focus on a filter and right click. The option depends on the type of filter:
    • Refresh: updates the information available in the filter, for example if more options have been added.
    • Show All: shows all available options for example if a keycode has expired, this will show all keycodes including expired.
    • Set Date Value:
    • Clear: removes any default options e.g. the date.
    • Select All: will select all options (checkboxes).
    • Select None: will deselect all options (checkboxes).
    • Invert Selection: will either select or deselect options depending on current status, e.g. ticked to unticked and vice versa.

Grid

The following columns appear on this grid:.

  • Stock Code: as shown on the stock screen.
  • Desc: as shown against the catalogue item (defaults to using the short description from the stock screen).
  • Catalogue Code: as shown against the catalogue item.
  • Size: as shown against the catalogue item.
  • Net Total: includes the discount value, if any.
  • Tax Total: total of tax.
  • Gross Total: includes the delivery total and tax.
  • Qty: the quantity sold.
  • Qty / Size: displays numbers of items sold divided by the Size (Square Inches) devoted to the product in the Catalogue.

See Also


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