Sales Analysis > Reports > Sales by Product Class

Sales by Product Class

You use this program to produce a report reflecting the sales by product class for the selected report options.

Stocked items and non stocked items linked to an underscore product class are included in the report as are non-merchandise lines.

Since the program does not update any files, you can print the report as often as required.

The figures reflected are only accurate as at the last run of the Sales Analysis Update program.

Report Options

Field Description
Sales by product class as of  
Current period Select this to print the report as of the current month.
Previous month 1 Select this to print the report as of the previous month.
[Note]

If the Previous month 1 falls into the previous year, then the budget figures will be zero on the report. The reason is that only the current year's budgets are retained for this report.
Previous month 2 Select this to print the report as of the month before last.
[Note]

If the Previous month 2 falls into the previous year, then the budget figures will be zero on the report. The reason is that only the current year's budgets are retained for this report.
Print report by  
Units Select this to base the report on unit sales.
Mass Select this to base the report on mass sales.
Other options  
Print zero balance product classes Selected this to print all product classes, regardless of whether zero values are held against them.
Print unit quantities for product class Select this to print quantities as cases and pieces instead of units and decimals, if the stock code is defined with Unit quantity processing (Stock Code Maintenance - General tab).
Product classes zero balance when

Select when to print zero balance product classes.

The option defines the values that the program must look at to decide if the product class has a zero balance or not.

This applies when Print zero balance product classes is not selected.
This period zero Select this to exclude product classes from the report where the period-to-date sales and the period-to-date quantity are zero.
This month zero Select this to exclude product classes from the report where the month-to-date sales and the month-to-date qty are zero.
Year-to-date zero Select this to exclude product classes from the report where the year-to-date sales and the year-to-date quantity are zero.

Selection criteria

Field Description
Branch selection

Indicate the Accounts Receivable branch for which you want to print this report.

The branch in Accounts Receivable provides a link to customers, salespersons and product classes.
Product class selection

Indicate the product class(es) for which you want to generate the report.

Product classes are an integral part of the SYSPRO system as they are linked to stocked and non-stocked items that you sell. Each product class needs to be linked to a valid Accounts Receivable branch.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).

Report Details

Company totals may differ from those produced by the Sales by Salesperson program due to the inclusion of freight and other miscellaneous charges on the Sales by Product Class report.

Merchandise (i.e. Product classes that do not begin with an underscore character) and actual totals are produced for each branch and for the company. These are split into period, month, and year-to-date.

Depending on your selection at the Print report by field, the heading Mass or Units is printed.

The values in the % Budget attained column are calculated as follows:

  • When the report is run in Units: %Budget attained = (units sold / sales budget) * 100

  • When the report is run by Mass: %Budget attained = (mass sold / sales budget) * 100

    [Note]

    If you are printing the report for Previous month 1 or Previous month 2 and these months fall into the previous year, then the budget figures are zero. The reason is that only the current year's budgets are retained for this report. Therefore, only the current year's budgets can be printed.

The following totals are included on the report:

  • Product class total

    This indicates the totals for the specific product class. Only product classes selected for printing are included in the report.

  • Branch merchandise total

    The merchandise totals include only product classes which do not start with an underscore.

  • Branch total

    These totals include both merchandise and non-merchandise product classes.

YTD Figures on the Report

If you select the option: Product classes zero when 'This month zero' and you do not select to Print zero balance product classes, then the individual branch totals added up together may not be equal to the company totals.

The company totals will include the year-to-date total for all records, where the branch total will only include the YTD totals for the records which are not zero for the current month.

For example:

In period 01 you have a sales transaction for branch 10 but the order type is blank. The quantity is 10 and the value is 10,000.

In period 02 you have a sales transaction for branch 10 and order type H. The quantity is 10 and the value is 10,000.

Your current month is 02.

If you print the report for the current month and zero values are based on 'this month', then the branch totals are:

  Quantity Value
This period 10 10 000
This month 10 10 000
Year-to-date 10 10 000

Year-to-date: The branch only includes one record - the transaction for period 2, because the branch and order type combination 10 and blank has zero sales for the current month.

The Company totals are:

  Quantity Value
This period 10 10 000
This month 10 10 000
Year-to-date 20 20 000

Year-to-date: The company year-to-date includes both records.

If you print the report for current month and zero values are based on Year-to-date OR zero values are based on 'this month' but you are printing zero balance product classes, the branch totals are:

  Quantity Value
This period 10 10 000
This month 10 10 000
Year-to-date 20 20 000

The Company totals are:

  Quantity Value
This period 10 10 000
This month 10 10 000
Year-to-date 20 20 000

In this case, the branch totals add up to the company totals.

Transactions

The following table indicates the transactions which are included in the Sales by Product Class and Sales by Salesperson reports.

This will assist you in reconciling the differences in the totals displayed between these two reports.

Transaction Type Included in Sales by Product Class report Included in Sales by Salesperson report Comments
All invoiced sales order lines linked to product classes without an underscore, for example BA (excluding line type 4 and line type and 5). Yes Yes If a stock code is linked to an underscore product class, then the Sales Analysis Update program treats this line as non-merchandise.
All invoiced sales order lines linked to product classes with an underscore, for example _OTH (excluding line type 4 and line type and 5). Yes No If a non-stocked item is linked to an underscore product class, then the Sales Analysis Update program treats this line as non-merchandise.
All invoiced sales order lines of line types 4 (Freight) and 5 (Other), irrespective of the product class to which they are linked. Yes No The following are examples of transactions with line types 4 or 5:
  • Invoices/debit and credit notes posted via the AR Invoice Posting program

  • Trade promotion transactions

  • Freight and Miscellaneous sales order lines
Tax Values Yes No  
Interbranch Transfers No No  
Supply Chain Transfers No No