Click here to view the Sales Analysis Reports menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to contact us.

Introduction

This report 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.

Click here to return to the top of the page.