Customer/Item Sales Analysis

Analyse sales by customer and item, with drill-down to transactions.

Customer/Item Sales Analysis is an onscreen report displaying quantities and values for each item a customer has ordered. The screen can be used internally when analysing a customer or item's performance or by Salespeople when visiting customers to show them a summary of their purchasing activity. For every combination of item and customer, additional information displays, such as total quantities and amounts bought and credited.

Two versions exist:

• Customer/Item Sales Analysis: All the figures on this version are updated in real time, the figures coming from Bevica document pages, i.e., Sales Order, Sales Return Order, Posted Sales Invoices, Posted Sales Credit Memos, etc.
• Customer/Item Sales Analysis - Item History: If you have access to the Item Sales History add-on, this version includes any Item Sales History you might have imported. See Item History (Sales) for more details.

Prerequisites

Items and customers have been set up.

Sales transactions have been created.

Processing the report

Both Customer Item Sales Analysis reports can be found in three different ways:

• You can search for Customer Item Sales Analysis page using the button
• You can open the page by accessing it from the Customer List/Customer Card
• You can open the page by accessing it from the Item List/Item Card

Accessing the report from the Customer List/Card will show you every item that a customer has bought.

If you access the report from the Item List/Card, it will show you every customer that has bought the selected item.

Whenever an item is added to a sales transaction, a record is created in the Customer/Item Sales Analysis page ready to start recording sales-related information; quantities and amounts outstanding, invoiced, and credited values are all recorded. You can drill down on each field to see more details.

You can also use the Filter Panes' ‘Filter totals by’ to apply additional filters to the values, i.e., Date, Location Code, Variant Code.

Note

Qty. Shipped, Qty. Invoiced, and Amt. Invoiced (LCY) are filtered to exclude paid reserve withdrawals and paid reserve duty transfers.

Updating Item / Sales Analysis records

The normal process of processing sales orders should maintain Customer/Item Analysis records. If for any reason items are missing data, you can run a routine to update them from history.

Navigate to Bevica Setup, Actions, Admin Centre and Populate Customer/Item Analysis. Run this routine.

The routine interrogates all sales lines and posted sales invoice lines, so it can take a long time to run if no filters are used. Consider applying filters before running the routine.