Sales Analysis

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Sales Analysis reporting is one of the most critical measurement tools managers have to address the performance of products and marketing strategies. Accurate and prompt information is crucial for making good business decisions. Our sales analysis is designed to put the information you need at your fingertips when you need it.

Reports on Demand
This system will allow access to sales information as recent as the current days billing. Once the invoices for the day’s business are posted, the data is made available to the sales analysis system. Reports can be generated for any range of dates including the current day. Reports can be run for any period from one day to several years. There is no software limitation on the amount of history that is available to the system. Managers need not wait until a period is closed to get sales reporting for the current period.

Sales Inquires
Many times immediate information is needed but long reports are not desired. This system will allow access to specific sales information directly on the display. Users may view item sales, customer sales, customer category sales and more through a comprehensive set of inquiries. Each program will allow drill down from summary data to more detail information.

Report Writer
In addition to the available sales reports and inquiries, the system was written to work in conjunction with iSeries Query. All file definitions that are required are provided with the system. iSeries Query is designed to be user-friendly allowing non-technical persons to define and run sales reports without the need of a programmer.

Faxing, Emailing and Archiving
One of the best features of the sales analysis system is the ability to fully integrate with our other modules. Often times, important information such as sales and commission reports need to be quickly distributed to salesmen, managers or directors. By adding our faxing and email modules, you can get your information to the people that need it in a quick, efficient and secure manner. This integrated package provides the ability to email any S/A report generated by the system. It will be sent as a PDF attachment. You may also fax reports without leaving your desk. The archive system will allow you to automatically save reports such as month end sales journals to a folder on your iSeries that can be backed up in your nightly save routine.

Sales reporting on demand Optional cost omission from sales reports Extensive sales inquires Consolidation file for comparison reports Over 40 sales reports currently available File generation for iSeries Query Report selections by date range or period Sales viewing by month, quarter or year Easy month-end and year end closing Ability to archive all reports Ability to fax all reports Ability to email all reports Toll-free telephone support during warranty On-line technical support Source code included Three month warranty

All CSS software is currently compatible with OS/400 V4R5M0 – V6R1M0. As new releases are installed older ones will be replaced. CSS will always ensure that our software remains compatible with any OS/400 operating system IBM is shipping.

There are several features in our software that will not work on machines below V5R3M0. Some of these features include:

Advanced output options Archiving reports in PDF format Emailing reports

The Sales Analysis system is designed to integrate with several other modules. Clients wanting to interface this module with existing in-house systems can do so easily. Contact our office for more information.

The Sales Analysis system requires that you purchase the following modules:

Accounts Receivable Inventory Control Order Entry or POS

Optional modules you may want to consider:

Inventory Purchasing Fixed Assets General Ledger Cash Reconciliation Faxing, Email and Archiving

Here is a summary of how this module interfaces with our other modules:

Accounts Receivable	The S/A module pulls customer information from the A/R module. The A/R module is required to use the sales analysis.
Accounts Payable	The S/A module does not interface with the accounts payable system.
General Ledger	The S/A module does not interface with the general ledger system.
Cash Reconciliation	The S/A module does not interface with the cash reconciliation.
Fixed Assets	The S/A module does not interface with the fixed assets system.
Payroll	The S/A module does not interface with the payroll system.
Human Resources	The S/A module does not interface with the human resources system.
Inventory Control	The S/A module pulls item information from the I/C module. The I/C module is required to use the sales analysis.
Inventory Purchasing	The S/A module does not interface with the purchasing system.
Order Entry	The S/A module gets information from the O/E module. Either the O/E or POS modules are required to use the sales analysis.
Point of Sale	The S/A module gets information from the POS module. Either the O/E or POS modules are required to use the sales analysis.
Manufacturing	The S/A module does not interface with the manufacturing system.
Faxing System	Interfacing with this module will allow the ability to fax any S/A report. Faxing is outbound only and requires a dedicated phone line
Email System	CSS has integrated our emailing software with the S/A module to allow emailing of any system-generated report. The document will be sent as a PDF attachment. This email system is for outbound emailing only.
Archiving System	Interfacing with this module will provide the ability to archive all S/A reports to the ISeries IFS.

The Sales Analysis System has one menu. This menu contains all of the sales reports and inquiry screens. The following is a summary of each menu option available to the sales analysis user. You can find more detailed information for each option in our software user manual:

SANMENU1                      Sales Analysis Select one of the following:    1. Build Sales Files for Query     13. Salesman Sales Inquiry    2. Print Sales Analysis Reports    14. Customer Sales Inquiry    3.                                 15. Item Sales Inquiry    4. Print Tax Detail Report         16. Item Category Sales Inquiry    5. Print A/R Adjustment Register   17. Customer Category Sales Inquiry    6.                                 18. Top Item Sales By Customer Ctgy    7.                                 19.    8.                                 20.    9.                                 21. Month End Closing Procedure   10.                                 22.   11.                                 23. Year End Closing Procedure   12.                                 24. S/A Parameter Maintenance                                       30. Display S/A Documentation Selection or command                  90. Signoff ===> ___________________________________________________

S/A Menu 1 Option 1 – Build Sales Files for Query
This procedure will produce two sales work files on the system containing the sales information for the specified date range. No limitations exist in the selection of the dates as long as the range includes at least one day. This file can then be used to run ISeries Queries.

S/A Menu 1 Option 2 – Print Sales Analysis Reports
This program will allow the user to select one or more of over thirty reports to be generated by the sales analysis system. This program can be run at any time and as often as desired.

S/A Menu 1 Option 4 – Print Tax Detail Report
This option will print a tax report showing total sales tax owed by invoice. The report can be run for a specific date range or location.

S/A Menu 1 Option 5 – Print A/R Adjustment Register
This procedure will create an A/R adjustment register showing all adjustments made in the accounts receivable module.

S/A Menu 1 Option 13 – Salesman Sales Inquiry
This procedure will allow a user to inquire into the salesman master file. The information display consists of current and previous year sales, cost margin and percent of margin.

S/A Menu 1 Option 14 – Customer Sales Inquiry
This procedure will allow the user to inquire into the customer sales files. The information displayed consists of current and previous years sales, cost, margin and percent of margin for a single customer. The same information can be displayed for the customer using only an item number.

S/A Menu 1 Option 15 – Item Sales Inquiry
This procedure will allow the user to display item sales information for the last twelve months. The information contains the sales in units, sales in dollars, cost, margin and percent of margin.

S/A Menu 1 Option 16 – Item Category Sales Inquiry
This program will show the item sales by category. You may view monthly or quarterly sales figures with the ability to drill down to see invoice sales.

S/A Menu 1 Option 17 – Customer Category Sales Inquiry
This program will show the item sales by customer category. You may view monthly or quarterly sales figures with the ability to drill down to see invoice sales.

S/A Menu 1 Option 18 – Top Item Sales by Customer Category
This program will show the top item sales by customer category. You may view each of the categories in descending order. User may select a category to view all invoices that make up the total.

S/A Menu 1 Option 21 – Month End Closing Procedure
This program will close the current period and prepare the system for the new period. This program will clear various months to date information. This program should be run after all invoices are entered for the current period.

S/A Menu 1 Option 23 – Year End Closing Procedure
This program will close the current year and prepare the system for the next year. This program should be run only after all invoicing has been done for the current year.

S/A Menu 1 Option 24 – S/A Parameter Maintenance
This procedure will allow setup of the sales analysis parameters.