- [Instructor] Everything has been shipped
and billed correctly.
Both Sara in Carpinteria and Nova in Chicago
are happy with their purchases,
and the restaurants are very busy.
Back at OEC, we'd like to look at some reports
to show what's happening with sales and customer service.
For individual business partners,
their sales analysis reports
are found in the business partner.
So go to the Huli Pizza Company,
and we're going to look at a Carpinteria store.
So I'll open Business Partners,
Business Partner Master Data,
make sure we're in search mode, which we are, and C314.
And we'll pick up Carpinteria here as a good example.
And you'll see over here,
we've got an account balance
and deliveries values here,
but next to them, we have a little icon for graphs.
I'm going to hit the account balance one first,
and you get a sales analysis report by customer, detailed.
And this shows you an invoice history and the amount sold.
On the bottom are graphs giving historical activity.
Notice here that you've got two kinds of documents,
which are labeled with a prefix.
IN would be an invoice,
and CN is a credit memo.
And so you can see each one of these things happening,
right here in a ledger.
All right, I'm going to hit the blue arrow here and go back.
And here I am to do the same thing with deliveries.
And it shows me a similar thing with graphs
for different quarters and for different months.
It also shows me up here, my delivery documents
and that return we did of a couple of tablets.
So you can see all this really easily, is the point.
Now, there's another report, and you see, this is detailed.
There's actually a full sales analysis report,
which we can now go to by closing up the business partner.
And I'm going to go into Sales now
and go into Sales Reports.
So we'll pick Sales Reports,
and then I'll go to the Sales Analysis.
I get a screen like this, and it has three tabs.
You can search for things by customers.
You can search things by items or by sales employees.
Let's start with customers.
And you'll see on the top here,
you can say if it's an annual, monthly, or quarterly report
and what kind of data you want to use.
Do you want to use invoices,
which would be what you got billed,
orders, which is what was ordered,
and delivery notes, what's been shipped.
And then we can do an individual display or a group display.
And we can also do things by customer
or blanket agreement totals.
I'm just going to leave that by customer.
Let's do an annual.
Let's do orders.
And we'll do individual display.
I've set this one here to be just the posting date.
You can do posting date and due date if you wish.
I've also made this already.
So we're going to do this to 2010 to 2020
so I catch as much data as I can here.
I could do a little less if I wanted to.
And usually, you'd do something
that'd probably be a year period,
but because of the way the data's set up here,
I'm going to do for this entire range.
I'm going to click back off the due date.
And then here in the Main Selection,
you can filter your customers if you wish
and just do from one code to another code,
pick a type of group.
I'm going to do this as All
for the first one I'm going to do this for.
So we should be set here, and I'm going to hit OK.
You'll see all of our customers
and how much their total sales orders are,
the gross profit, the gross profit percent,
and the total open orders that we have.
And you can see, there's definitely a discrepancy
between the total sales orders and the total open orders,
which is something we may need to look into.
All right, now I'm going to hit the blue arrow here,
and that puts me back into this screen here.
And I can change my numbers here a bit and, for example,
look at a monthly report of invoices.
And I can do that and hit OK.
And now I have this annual total,
but now I have a whole bunch of stuff
that's scrollable here.
And I'll zoom this back out first.
You can see, we got January, February, April, May,
for all of our customers.
And I can look at the entire customer list here
and go all the way to the end, where we'll find July, 2020.
And I have here noticed
that we have August, 2016 and then July, 2020.
I have up here a Hide Months with no Data.
Since there's no data from 2016 to 2020 in this database,
all of that's gone.
I can click that off and see all the blank ones as well.
But now I'm looking at the correct data here.
All right, and what if I just want to look
at the Huli Pizza companies?
Well, for that, I can go here to customer
and put in a customer number.
So C314, click the circle.
If I do it like this, I'll just get everyone after C314.
If I put a two in here, I'll get a range.
If I just want the corporate stores, I would put 314159.
If I want all of the stores,
including the franchises, I put this in.
And this is why I did this franchise business down here
with the -001, so that I could sort these
in this particular case.
So I'm going to go ahead and do it like this,
and I hit OK.
And now I'm only getting Huli Pizza.
Now, everything else is blank.
So the only one I have is July, 2020 when I recorded this,
so I've got just these numbers here.
Similarly, I can do other things,
and I'm going to clear these out,
just because it will save them,
and I don't like leaving these things here for other people
to get messed up when they're doing theirs.
I'm going to go over here to Items.
And some of these items stay the same,
but I'm going to go look at a particular product.
Let's look at the LeMon printers.
We had one sale of a LeMon printer recently,
and let's see what the whole deal is with those.
And so here's a LeMon printer.
And I'm going to use the same number here
so that I'm looking only at those.
And now I can do the same thing with items,
and it'll go through that whole thing.
And I'm going to do this again with invoices
so we can catch our case, since we directly invoiced.
If we did it with orders,
there was no order for Mr. Lombardi.
He went straight to an invoice and payment.
So I'm going to go ahead and hit OK here.
And we get the report.
And I'm going to zoom it out of here.
And you can see all the different cases
and every quarter or every month
that had a printer here.
Maybe I want to do this by quarter.
I'm going to change it to quarter.
And we can see quarter one, how much we spent,
and how much we got, so on and so forth.
Going to go all the way down to quarter four,
where we had our one printer here.
Okay.
Or quarter three, where we had our one printer.
And we haven't gotten to quarter four yet.
And you can see all this.
Okay.
So let's go ahead and go back here.
That's just some of the things you can do.
You can do it by sales employees as well.
Sales analysis could give you insights
on what is being bought and by who, and who is selling it.
There's many choices of how to tailor this report,
and I suggest playing with some of the options
to see exactly what you are looking for.