Sales profitability analysis (AR409000)
By using this window, you can view and export all the details you may need to analyse sales profitability.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
By using this window, you can view and export all the details you may need to analyse sales profitability. You specify the branch and the time range for which you want to get data, and the system displays the details of the transactions generated by the system when documents were released within the selected time frame. You can specify additional criteria to narrow the list of transactions.
The top part
You use the elements in this area to specify the branch and the date range for which you want to view the list of transactions, as well as other criteria to determine which transactions are listed.
- Branch
- The branch for which you want to view the list of transactions.
- Date from
- The starting date in the date range for which you want to view the list of transactions.
- Date to
- The ending date in the date range for which you want to view the list of transactions.
- Completed transactions only
- A check box that indicates (if selected) that only completed transactions will be displayed. A transaction is considered completed if the inventory issue for the stock item sold in this transaction is released.
- Salesperson
- The identifier and name of the salesperson that was involved in sales for the transactions to be listed. Leave the field blank to view broader range of results.
- Item class
- The item class for which you want to view information. Leave the field blank to view the sales profitability information for all item classes.
- Item
- The item for which you want to view information. Leave the field blank to view the sales profitability information for all items.
- Customer class
- The customer class for which you want to view information. Leave the field blank to view the sales profitability information for all customer classes.
- Customer
- The customer for which you want to view information. Leave the field blank to view the sales profitability information for all customers.
The table
This table contains the list of transactions posted during the date range specified in the top part.
- Branch
- The branch for which the transaction belongs.
- Date
- The date of the invoice to which the transaction belongs.
- Net sale
- The net sale amount of the sold item.
- Cost
A value that is one of the following:
- If a non-stock item is sold with the transaction, the item’s extended price
- If a stock item is sold and the transaction is not completed, the item’s estimated cost
- If a stock item is sold and the transaction is completed, the item’s final cost
- Margin
- The difference between the net sale value and the cost.
- Margin %
- A percentage of margin to net sale ratio.
- Completed
- A check box that indicates (if selected) that the transaction is completed. That is, the inventory issue for a stock item sold with this transaction is released. If a non-stock item is sold, the transaction could not be completed.
- Sales order no.
- The reference number of the sales order involved. Click the link to view the details of the sales order.
- Sales order type
- The type of the sales order involved.
- Type
- The type of the document whose release triggered the transaction generation (invoice or cash sale).
- Item ID
- The identifier of the sold item.
- Item description
- The description of the sold item.
- Customer class
- The description of the customer class of the customer who purchased the item.
- Customer
- The name of the customer who purchased the item.
- Salesperson
- The name of the salesperson associated with the sale of the item.
- Branch ID
- The identifier of the branch.
- Customer no.
- The identifier of the customer who purchased the item.
- Customer class ID
- The identifier of the customer class.
- Released
- A check box that indicates (if selected) that the transaction is released.
- Item class
- The item class description to which the sold item is assigned.
- Row number
- The line number in this list.
- Item class ID
- The identifier of the item class.
- Salesperson ID
- The identifier of the salesperson associated with the sale of the item.