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Billto File Month-by-Month Sales Analysis Screen

Overview

Associated Files

Related FAQs

Overview

Press F4 on the Billto File Sales Analysis screen to go to the Billto File Month-by-Month Sales Analysis screen. This screen has no input fields.

Billto_F4_2.gif 

 

Field Name

Description/Instructions

2 Year Month-By-Month Sales Analysis By Customer

This Yr

Lists the 12 months before the current month.

Gross Sales

Lists the gross sales for each month in the past year.

GP%

Lists the gross profit percentage for each month in the past year.

Avg. Ord

Lists the average order amount for each month in the past year.

Last Yr

Lists the 12 months before the months in the This Yr column.

Gross Sales

Lists the gross sales for each month in the last fiscal year.

GP%

Lists the gross profit percentage for each month in the previous year.

Avg. Order

Lists the average order amount for each month in the previous year.

The following table describes the function keys on the Billto Month-by-Month Sales Analysis screen.

Function Keys

Description

F2

Go to the Billto File Profile screen.

F3

Go to the Billto File AR Statistics screen.

F4

Go to the Billto File Sales Analysis screen. Press F4 again to display the Billto File Month-by-Month Sales Analysis screen.

F5

Go to the Billto File Notepad screen.

F10

Go to the Sales Analysis by Item Class screen.

Associated Files

Navigator Billto File

Organize Customer Files - SYS 102

List/Delete Inactive Customers - SYS 201

Customer Account Duplication - SYS 503

Reset Billto File Flags That Indicate BILLPRIC records exist - SYS 511

Assign an Account Number to a New Customer Based Upon Alpha Sequence - SYS 512

Billto File Special Instructions Screen

Billto File Search Screen

Billto File Sales Analysis Screen

Cost Drivers History File Inquiry and Search Screen

Billto File Sales Analysis by Item Class Screen

Billto File Pricing Exceptions Screen

Billto File Phone Number Maintenance Screen

Billto File Month-by-Month Sales Analysis Screen

Billto File Customer Codes Screen

Billto File AR Statistics Screen

Mass Updating Billto Records

Tracking Billto File Changes

Related FAQs

File Maintenance FAQs

Transferring Billto File to PC via Client Access

Why don't Labor Items (Component Code L in Item File) effect F3 Billto Open Order Dollar Stats thus effecting Credit Available

Changing the account number of an Order via option SYS 401 - Effects of Billto File Statistics

Inactive Billto accounts and their meaning

Changing where salesperson assignment on Billto file occurs and the ramifications on order/invoice

Changing address on the Billto account WILL change the address on an existing order/invoice

Data extraction of Billto File Information

“Bad dates” showing on F9 Pricing Exceptions screen on the Billto Account

Can we delete some pages from the F5 notepad in a billto file?

When copying price exceptions into the Billto File, Does it add to or override what you have?

How do I add codes to the Billto File

How do I print billto Notepad entries

How do I make a billto customer have COD terms?