O/E Sales Statistics Screen

Open Order Entry > O/E Statistics and Inquiries > Sales Statistics.

Click Add to add new sales statistics for the selected year, period, and currency.

Note: You can add and edit sales statistics only if you selected the Allow Edit of Statistics option on the O/E Options screen.

Click Close to close the screen.

Click Delete to delete all sales statistics for the selected year, period, and currency.

Click Save to save changes you have made to sales statistics for the selected year, period, and currency.

Note: You can add and edit sales statistics only if you selected the Allow Edit of Statistics option on the O/E Options screen.

If you use multicurrency accounting, select the currency in which you want to add or view statistics. You can add statistics in the customer's currency or in your company's functional currency.

Select the period for which you want to add or view statistics.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

Select the year for which you want to add or view statistics.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

This table displays statistics for invoices, credit notes, and debit notes for the selected year and period.

If you use multicurrency accounting, statistics appear in the customer's currency and your company's functional currency.

Displays the average amount of invoices, credit notes, and debit notes posted during the selected year and period.

Displays the customer number of the customer to whose account the document in the preceding row (that is, Largest or Smallest) was posted.

Displays the amount of the largest invoice, credit note, and debit note posted during the selected year and period.

Note: The customer number of the customer to whose account the document was posted appears in the Customer row below this field.

Displays the number of invoices, credit notes, and debit notes posted during the selected year and period.

Displays the amount of the smallest invoice, credit note, and debit note posted during the selected year and period.

Note: The customer number of the customer to whose account the document was posted appears in the Customer row below this field.

This table displays sales statistics for the selected year and period.

If you use multicurrency accounting, statistics appear in the customer's currency and your company's functional currency.

Displays the average amount of lost sales for the year and period.

Sales amounts are lost when you make either of the following changes (whether or not quantities were shipped):

  • Reduce amounts in the Quantity Backordered field on an order without reducing the amount ordered.
  • Cancel an order that had quantities entered in the Quantity Backordered field.

When you enter or edit statistics, Order Entry calculates average sales lost from the figures you enter.

When an order is complete, information about lost sales is updated during Day End Processing and reported as lost sales on the O/E Sales Statistics report.

Displays the total cost of goods sold on invoices less the total cost of goods sold on credit notes.

Note: To view this field, you need Cost Inquiry authorization in Inventory Control.

Displays the calculated profit (margin) percentage for the year and period. When you enter or edit statistics, Order Entry calculates this percentage from the figures you enter.

Displays the total invoice amounts (including taxes) for the year and period.

Displays the number of units of items shipped on invoices less the number of units returned on credit notes.

Displays the total sales amounts on invoices (excluding taxes and miscellaneous charges) less the total sales amounts on credit notes.

Displays the number of sales orders posted during the selected year and period.

Displays the total of all quantities ordered that will not be shipped, multiplied by their unit prices.

Overview

Use the O/E Sales Statistics screen to:

  • Enter or edit statistics for sales, invoices, credit notes, and debit notes from your previous order entry system while setting up Sage 300 Order Entry (if you selected the Allow Edit of Statistics option on the O/E Options screen).
  • Look up sales statistics for invoices, debit notes, and credit notes posted in Order Entry during a year and period you specify (if you selected the Keep Sales Statistics option on the O/E Options screen).
  • Print the O/E Sales Statistics report.

If you selected the Keep Sales Statistics option on the O/E Options screen, Order Entry keeps sales statistics for posted orders, invoices, credit notes, and debit notes.

You can review statistics for all years and periods for which you keep this information by printing the O/E Sales Statistics report.