About Sales Statistics
In Order Entry, you can keep sales statistics for posted orders, invoices, and credit notes. Sales statistics are created each time you run Day End Processing. You can review these statistics at any time by printing the O/E Sales Statistics report.
Keeping Sales Statistics
To keep sales statistics, select the Keep Sales Statistics option on the Processing tab on the O/E Options screen.
Order Entry keeps the following statistics:
- Order totals
- Number of orders
- Total sales lost
- Average sales lost
- Invoices
- Number of invoices
- Net quantity sold
- Net sales amount
- Cost of sales
- Margin percent
- Net invoice amount
- Average amount
- Largest and smallest invoices (with associated customers)
- Credit notes
- Number of credit notes
- Average amount
- Largest and smallest credit notes (with associated customers)
If you keep statistics, you must also decide:
- Whether to allow editing of statistics. To allow editing, select the Allow Edit of Statistics option on the O/E Options screen.
Tip: You might want to allow editing of sales statistics if you set up your Order Entry system partway through a fiscal year.
For more information, see Allowing Editing of Sales Statistics.
- How you will accumulate statistics. You use the following options on the O/E Options screen to do this:
- Accumulate By. Specify whether you accumulate statistics by fiscal year or calendar year.
- Period Type. Specify the period type you will use.
Turning off Statistics Accumulation
If you want to stop accumulating sales statistics, clear the Keep Sales Statistics option.
- If you clear the option, Order Entry will stop saving statistics the next time you run Day End Processing. Any previously saved statistics are saved until you use the O/E Clear History screen to clear them.
- If you select the option again, there will be a gap in the collected information corresponding to the period when the option was not used.