Sales Summary - Keycodes Summary

The Keycodes tab allows the user to view the profitability and success of keycodes when used in conjunction with catalogues and also as marketing codes.
Note: the Go button must be pressed to populate the grid if the F4 filters have not been used.

Available Filters

The Ssinvoicefilter.JPG button allows users to apply the filters that are listed below:

  • Brands: show orders from the selected brand linked to a keycode.
  • Classification: only show orders where the customer belongs to selected classification(s).
    Note: users can select more than one option and are also able to invert their selection.
  • Customer Creation Date: show keycodes where customers were created between given dates.
  • Exclude Overheads: excludes overheads from Sales Summary calculations.
  • Keycode: filter by a single keycode.
  • Keycode (source AND order keycode): show customers where the source keycode and the orders keycode are the same.
  • Keycode (source keycode): show orders generated against customers' with this source keycode, regardless of the sales orders keycode.
  • Keycode Dates: filter by the keycodes own date.
  • Keycode Type: only display sales orders with a keycode of the selected type recorded against them.
    Note: keycode types sorted alphabetically.
  • Sales Source: show keycodes with certain Sales Sources, recorded against their orders.
  • Stock Code: only show orders containing a specified stock code
  • Stock Item: only show keycodes on orders containing a specified stock item.
  • Stock Mid Type: show orders with items of a particular mid-type (level 3).
  • Stock Sub Type: show orders with items of a particular sub type (level 4).
  • Stock Type: show orders with items of a particular stock type (level 2).
  • Stock Type Type: show orders with items of a particular type type (level 1).
    Note: adding/removing one of the above four stock type filters will add/remove them all.
  • URN: Customer URN


  • It is possible to exclude overheads from displaying in this grid, see 018699: Change to Sales Summary screen to allow filtering to include/exclude Overheads from calculations.
  • 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.

Please see the information on Sales Summary Filter Sets and Sales Summary UDA Filters.

Keycodes Grid

The Keycodes Tab grid has the following headings:

  • Code: the keycode code
  • Desc: the description of the keycode.
  • Counts:
    • Circulation: the circulation figure listed against the keycode in the [ Promotion | Keycodes ] tab.
    • Catalogues: the number of times the catalogue is requested by a customer.
    • Orders: the number of orders with the keycode added to their [ Sales Orders | Detail | Additional ] tab.
    • Items: the total number of items sold on sales orders using the keycode.
  • Ord Value: the total value of orders with the keycode added to their [ Sales Orders | Detail | Additional ] tab.
  • Response Rate:
    • Catalogues%: if the keycode is used for catalogues, then this is the percentage of responses.
    • Orders%: the response percentage rate for the keycode.
  • Costs:
    • COS: Cost of Sale of the goods sold.
    • KC Cost: the sum of (total production cost and total Keycode SP Ledger entry costs) as listed against the keycode in the [ Promotion | Key Code ] tab.
      Note:The KC Cost field is not affected by any date filters that may be applied, even if production costs have been updated during the life of the promotion. It will always show the most up to date figure.
    • Total Cost: the COS added to the KC Cost.
    • Profit: order value minus the total cost.
    • Margin%: the profit divided by the order value expressed as a percentage.
      Note: If the Total cells at the bottom of the grid have a red background, for example total too big at the bottom of the grid, then the contents of the cell are too big for the cell width. To see the whole cell contents widen the column either by clicking and dragging the column headings or using the Resize Column option in the Grid Menu.

See Also

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