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Search Optifacts User Documentation
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Table of Contents (on this page)
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Introduction
This
document provides instructions forProcedurereport will summarize the jobs that came in for a particular Company, Branch, Territory, or Account, or you can print for all accounts. The data displayed will be Total Jobs In, Invoice Total in $, Average Job $, Total Edged $, Total Uncut $, and Total Jobs Out. Data gets summarized by Material and Style, with a total. The options available are to Show Sales, Cost, or Profit information. You can only print this report to a printer.
Procedure
From the Optifacts Main Menu:
Select Option 5 – Report Generators and press Enter.
Select Option 7 – Sales Analysis Reports and press Enter.
Select Option 3 – RX Summary Report and press Enter.
The RX Summary Report Options form displays.
- Enter the beginning and ending date range.
- Enter the beginning and ending company code.
- Enter the beginning and ending branch code.
- Enter the beginning and ending territory code.
- Enter the beginning and ending account code.
- Enter “S” to print a summary report or “D” for details.
The report prints and displays the following message:
- Press Enter to return to the Sales Analysis Report menu.
To view and, or download these instructions as a PDF file, click on the following document image.
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