Sales - Margin Calendar
INTRODUCTION
Agility records all sales for a company and this can be viewed through various reports through Agility Insight and also by the Margin Calendar. The user can view the data in different ways based on the search criteria e.g. Customers, Staff, Category etc,
Margin Calendar
To view the margin calendar navigate to Sales - Sales Queries - Margin Calendar
This is the screen that opens:
The screen always opens on the current date but this can be changed.
Overview
Calendar
The calendar this allows the user to select or deselect a date. Currently the date is blue which indicates this is highlighted. To view the colour index select the date.
Margins
This can be customised so the colour indexes reflect what the company wants to see.
The standard is as it is in the above image. These become apparent when the data is drilled down but also can be seen overall on the calendar.
Below this are three radio buttons which when selected will change how the data will be displayed:
Margin %, Margin or Sales Value
Search
This where the information can be more specific. The below filters are for the calendar view which is a summary.
Reported By - There are many filters available:
All Products - Default
Another filter opens below with a selection to choose from for all the below if these have been created:
Product Category, Group and Type
Location
Department
Promotion
Customer Type
Cost Centre
Depot - By default Main will be visible. This can be changed if more depots are created and see ALL
Site - Leave Site on ALL
Buttons
There are three buttons:
Select Month
This basically selects the entire calendar and highlights it blue
Period Breakdown
This button shows the detail on the calendar.
If a month or a day has been selected all sales data will be displayed.
Once this is selected a screen opens and this will be explained below in Margin Report.
There is a drop down below this button also which lets the user select a range of information on the calendar:
Full Month - This does the same as Select Month button
Today Only - Default
Last 3 days
Current Week
Full Year - Please note this can slow down the system
Previous 12 Months - Please note this can slow down the system
Date range - Date boxes will appear for the user to enter the dates required
Clear
Clears the selection on the calendar
Margin Report
This example is for 3 days:
The screen is showing the user by Product Category the following:
Margin as a %
Margin as a value
Total Sales
Then four columns of discounts; Profile, Quote , Promotion and User discounts
There is also a drop down which is the same as the one on the previous screen where the user can change what they are looking at by the date range selected and then from here.
Product Code, Category, Group and Type
Analysis Code 1- 8
Sales Assistant
Customer
Location
Department
Driver
Vehicle
Supplier
Sales Representative
Customer Type
Transaction
The colours indicate the margin based on the first screen.
As all the screens this is a summary of the categories but each category can be viewed by the products
Select a row and then double click and a new screen will open:
From here the user can see where they are making or loosing money by the colour index.
This can also be exported.
From here the user can see the Date, Invoice Number, Till, Margin and Gross by double clicking a row
If a row has multiple transactions then these will be viewed
The last double click from here will open the actual invoice/credit
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