Solution Number:
5968
Name:
Inventory Sales Analysis Report
Description:
Big Business 5.0.9 adds the Inventory Sales Analysis Report which Saves To Disk and includes extensive information about inventory and sales, including quantities as of a beginning and end date, costs, adjustments, sales, margin, and turnover.
This Solution describes the Sales Analysis Report. (5968)
Status:
Complete
Picture:
Solution:
The Inventory Sales Analysis Report is included in the Reports tool under Items. Because it contains so much information, it only Saves To Disk, and may take a while to run as it calculates stock levels as of its beginning and end dates and summarizes all transactions in the date range.
The Inventory Sales Analysis Report contains:
• Item Code
• Description1
• Description2
• Beginning Quantity
• Beginning Total Cost
• Buy Quantity
• Buy Total Cost
• Buy Average Cost
• Adjusted Quantity
• Adjusted Total Cost
• Sell Quantity
• Sell Total Price
• Sell Average Price
• Sell Total Cost
• Sell Average Cost
• Gross Margin Percentage
• Ending Quantity
• Ending Total Cost
• Actual Turns
• Annual Turns
The Report starts with an Item Search, so can be run for any group of resulting Items. Often, it will make the most sense to select the Search:
"Inventory Item Is Yes"
to run it for active Inventoried Items, but you may also run it for a particular Item Type, those with a Last Sold Date beyond a certain date, and so on.
To open the resulting export in Excel, launch Excel, go File, Open, and choose the file. On the Text Import Wizard click Finish.
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