Billto File Sales Analysis Screen

Field Name

Description/Instructions

Sales Analysis By Customer

Gross Sales

Includes the total amount billed on invoices and credit memos, excluding tax, freight, and discount/handling charges, which appear separately at the bottom of the invoice or credit memo. Miscellaneous sales (entered in miscellaneous F6 lines on Order Entry) are included or excluded based on a company setting that is set when the system is installed.

GP $

Gross profit; gross sales (as defined above) minus the cost of goods sold, as it appears on the invoice registers.

GP %

Gross profit percentage; gross profit divided by gross sales.

Avg. Order

Average order; the total amount ordered divided by the total number of orders. Order size does not relate to Gross Sale $, unless all of the orders were invoiced at the same time. This screen could show an average order figure and zero for gross sales if the orders were not invoiced. This figure represents the size of orders, not the size of shipments, which might be, for example, out-of-stock or split deliveries.

Avg. Line

The total amount ordered divided by the total number of order line items.

Fill%

Dollar amount shipped divided by the dollar amount ordered. This shows how well you fill the orders you take. Fill% is calculated at invoice time, by taking the amount shipped and dividing it by the amount on the order, not including back orders. A Fill% of 100% means you shipped everything that was ordered. Over-shipments are calculated as complete shipments. Fill% can never exceed 100%. To increase the scope of the Fill% figure, you can enter orders for out of stock goods. Normally, you tell the customer you are out of stock and not enter an order that you could not fill. However, if you enter the order and invoice it for zero shipped, you’ll reflect the missed sales in ordering statistics and Fill%, which represent the true demand for each item.

# of credits

Number of credit memos issued, including debit invoices that include a credit, such as for a material exchange.

# of orders

Number of orders issued. Orders are only considered issued if they are printed or processed. Temporary holds of inventory are not counted as orders until processed as orders. Don’t confuse number of orders with number of invoices.

# of lines

Number of order lines issued.

Cred Issued

Dollar amount of credit issued, including credit memos and credit lines included within debit invoices. Credit lines can be entered in debit invoices when customers are exchanging material.

Credit/Ord%

Also known as the Rascal Index; the ratio of credit memos divided by the number of orders. 10% means 10 credits are issued for every 100 orders.

G.P./Order $

Average gross profit dollars per order; an important figure; the total gross profit dollars of orders, divided by the number of orders. This figure relates to the Avg Order$ field, and does not necessarily relate to sales for the same period. It is a measure of the profitability of the orders you take.

Oper. Prof.

Operating profit amount; equals gross profit amount minus the cost of processing orders. The cost of processing orders is the number of orders times the average cost per order, as defined in the Company File.

Function Key

Description

F2

Go to the Billto File Profile screen.

F3

Go to the Billto File AR Statistics screen for the customer. It shows aging, payment analysis, and other statistics.

F4

Go to the customer’s Billto File Sales Analysis screen for this item. Press F4 again to go to the item’s 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.

F14

Displays Cost Drivers History File Inquiry and Search Screen. This screen displays the cost drivers that adjust customer profitability.