Operational Sales and Purchases Analysis

Use open lines, MAT, and analysis views for operational reporting.

Businesses capture a tremendous amount of data through daily activity. This data, which reflects such things as your sales figures and purchase receipts become the basics for operational analysis. Bevica contains a number of features that help you gather, analyse, and share this information.

• Open Sales, Open Purchase Lines pages
• Customer / Item Sales Analysis
• Moving Annual Totals Analysis
• Dimensions based Analysis Views

Open Sales, Open Purchase Lines pages

The two 'Open Lines' pages help you see, sort and filter all open sales and purchasing activity across all document and line types.

For more information, see Open Sales Lines and Open Purchase Lines.

Customer/Item Sales Analysis

Customer/Item Sales Analysis is an on-screen report displaying quantities and values for each item a customer has ordered. The screen can be used internally when analysing a customer or items 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.

For more information, see Customer Item Sales Analysis

Item Moving Annual Totals Sales Analysis

The Item Moving Annual Totals Sales Analysis (MAT) page is a sales tool that can be used by demand planners and buyers alike to view sales trends alongside stock quantities and depletion rates. The MAT report gives you an item-by-item stock position, displaying previous 12 months sales, a current stock position with estimated time to depletion and visibility of quantities on purchase order.

For more information, see Item Moving Annual Total Sales Analysis (MAT)

Dimensions based Analysis Views and Analysis Reports

The Dimensions functionality plays an important role in business intelligence. A dimension is data that you can add to an entry as a kind of marker. This data is used to group entries with similar characteristics, such as customers, regions, products, and salesperson, and easily retrieve these groups for analysis. Among other uses, you use dimensions when defining analysis views and when creating analysis reports and account schedules for reporting.

Sales managers need to analyse turnover, gross profit and other key sales performance indicators on a regular basis. Purchasers, are more interested in the dynamics of purchase volumes, vendors' performance and purchase prices. Whereas logistics/inventory managers need information on inventory turnover, analysis of inventory movement, and statistics on inventory value.

Three on-screen reports allow you to do this:

• Sales Analysis Views
• Purchase Analysis Views
• Inventory Analysis Views

For more information, see Working with Dimensions

For more information, see Analyse Data By Dimension

Adding to Analysis Views capabilities, Analysis Reports allow you to create personalised reports that focuses on key metrics like total turnover both in amounts and quantities sold, gross profit and gross profit percentage during the current month, and have it compare those figures with the results from previous months or the same month last year, and calculate deviations. The analysis report consists of the groups you want to analyse, such as customers, customer groups, sales people, item, item groups and so on, represented as lines, and the analysis parameters represented as columns, such as profit calculations, periodic comparisons of sales amounts and volumes or periodic comparisons of actual and budgeted figures.

For more information, see Create Analysis Reports