ITEM AND VENDOR RANKING REPORTS

Transcription

1 ITEM AND VENDOR RANKING REPORTS i

2 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at ITS-PR21. Nothing in this statement amends or extends the terms of your agreement with Prophet 21, including warranties that might be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice. DOCUMENTATION CONVENTIONS The eyeglass symbol ($) indicates a field on which you can browse. The star ( ) indicates the system default for a field. To allow for the widest possible parameters when printing a report or performing a function, accept the defaults for all of the parameter fields. To accept the defaults, either escape through all the fields, or press [Enter] without specifying any values. Generally, samples in the documentation are shown using the default values. Start and End parameters define the limits to a range of information you will print on a report. If information does not appear on a report, it may be because the information was excluded from the Start, End range. For a detailed explanation on how maintenance screens function, refer to the Tour Guide manual. Use the search tool in Adobe Acrobat Reader 3.01 to find which manual describes a specific module, job, or function. 8/28/99 Prophet 21 Acclaim Version 10 The Prophet 21 system and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies. ii

3 Table of Contents 1 INSTALLATION INSTRUCTIONS 4 Installation and General Use 4 Hidden Option 5 2 USING THE SOFTWARE 8 SALES-HISTORY 8 Item and Vendor Ranking Reports 8 Item Ranking Report with Turns 9 Vendor Ranking Report with Turns 10 Reset Item Ranking with Turns Information 10 iii

4 1 INSTALLATION INSTRUCTIONS INSTALLATION AND GENERAL USE The PKG-INSTALL module is designed to allow you to install any Prophet 21 Optional or Select Software via a serial number, instead of using a separate tape to install the feature. Before proceeding with these instructions, be sure to á Stop the system. á Run a Verify and the Job MISMATCH. For more information on these commands, refer to your Prophet 21 Operator s Manual. á Turn all units offline. For more information on turning your units offline, refer to the Operator s Manual á Make a total copy of your system. For more information on creating a total copy, refer to the Operator s Manual. á After the total copy is made, keep the system stopped and turn all units online. For more information on turning your units online, refer to the Operator s Manual. á At Utility Command, press [Esc] to go to the Job prompt. Press [Enter] to log into the system and get to a Job prompt or jump to box. 1. To install the Optional or Select Software, you need the shipping paper sent to you by Prophet 21. This shipping paper contains a serial number which will be used in a later step. 2. Type PKG-INSTALL at the job prompt or jump to box to display the following screen: PKG-INSTALL This program will allow you to pre-install an optional package or direct catalog feature. All that is required is the serial number, which is located on your shipping paper. Please enter serial#: 3. Enter the serial number that appears on the shipping paper sent by Prophet 21, and press [Enter]. 4

5 1 INSTALLATION INSTRUCTIONS 4. If an incorrect serial number is entered, the following message appears: ** Invalid Serial Number! ** Retype the serial number from your shipping paper or contact the Prophet 21 Inside Sales Department for assistance. 5. If the correct serial number is entered, the following screen appears: ** Pre-Install Complete! ** Do you wish to run INSTALL now? (Y N) 6. To continue the installation of the Optional or Select Software, type Y and then press [Enter]. The Optional or Select Software installation screen will appear. To suspend the installation of the Optional or Select Software, type N and then press [Enter]. When you are ready to resume the installation, type INSTALL at the job prompt or jump to box and press [Enter]. The Optional or Select Software installation screen will appear. Installing: DC ITEM/VEND RANKING RPTS MM/DD/YY ** No activity profile questions needed. ** ** File or jobstream changes are needed for this feature. ** When installation is complete, LIB-UPDATE will automatically run. Proceed? (Y N): Enter a "Y" to Proceed, "N" otherwise. If you choose to proceed, the direct catalog feature is installed. When the installation is complete, LIB-UPDATE runs automatically. VNTEVD, VNTEVX, VNTERD, VNTERX, and VNTEIX are created to hold information for the item and vendor ranking reports. 7. When the installation has been successfully completed, remember to activate all terminals by entering GO at the Utility Command prompt. HIDDEN OPTION A hidden option :) is provided in SALES-HISTORY to build the item ranking information with turns using sales history information. To run the hidden option, follow the steps that follow. Read all the instructions carefully before proceeding. 5

6 1 INSTALLATION INSTRUCTIONS IMPORTANT! It is recommended that the hidden option be run overnight or over the weekend as it may take a long time (depending on the size of your sales history). 1. From any menu in the system, press [F7]. A toolbox will appear. 2. Select Configure" from the toolbox. The following menu will appear: 3. Select Q-Mode from the toolbox. The following message will appear: 4. Select Yes to activate Q-MODE. 5. Press [Enter]. 6. Press [F7]. A toolbox will appear. 7. Select Configure from the toolbox menu. A configuration menu will appear, as seen in Step Select H-Mode from the configuration menu. The following message will appear: 9. Select Yes to activate H-MODE. 10. Press [Enter]. 11. At the main menu, press spacebar to bring up Jump To box. Enter SALES-HISTORY and press [enter]. 12. Press [<]. A hidden option box will appear. 13. Type the hidden option characters :) to activate the hidden option and press [Enter]. The following screen displays. 6

7 1 INSTALLATION INSTRUCTIONS This hidden option will build the item ranking information with turns using sales history information. This hidden option must be run when you receive the item ranking with turns software. Running this option more than once will currupt the information in VNTERD file. Item ledger history and sales history must be build before running this hidden option. Proceed (Y/N)? Enter a "Y", "N" otherwise. 7

8 2 USING THE SOFTWARE Determine your most profitable item and vendor lines with ranking reports. The Item and Vendor Ranking Reports Select Software lets you print a report that ranks items and vendors by either the invoiced sales or invoiced sales amount. This allows you to determine your best, or most profitable, sellers. SALES-HISTORY Item and vendor ranking report options are available on the Sales History Reports menu. When selected, the Item and Vendor Ranking Report options display. ITEM AND VENDOR RANKING REPORTS The Item Ranking With Turns option produces a report showing items ranked by sales or sales cost within vendor. The Vendor Ranking With Turns option produces a report showing vendors ranked by sales or sales cost. The Reset Ranking Information option resets the period-to-date sales and sales cost and updates the current inventory costs of each item. Q-Mode is required to reset the ranking information. Note: Sales and cost by item for the current period is tracked during invoice processing. 8

9 2 USING THE SOFTWARE ITEM RANKING REPORT WITH TURNS Report By determines whether the report is printed company-wide or for a range of locations. Location detail information is not included on a company-wide report. Sequence determines whether the items are sorted in terms of the 12 months Sales (default) or the 12 months sales Cost. A BUILDING SORT FILE message displays while the items are sorted. LOCATION 1 BRISTOL, PA ITEM RANKING REPORT WITH TURNS 03/24/95 PAGE 1 VENDOR: KELELE KELLY ELECTRIC CLASS: 0 ITEM DESC SALES-COST SALES PR% INVT-COST AVG-INVT-COST TURN BOLT, 3/4", MIL SPEC 854 1, ,822 9, The Sales and Sales-Cost figures represent the 12 month sales and sales cost accumulations for the items. For items with more than 6 months but less than 12 months of history, these figures are estimated by projecting the current history figures. Items with less than 6 months of history are not included in the vendor totals. Profit % = 12 months sales - 12 months sales costs x months sales Turns = 12 months sales costs average inventory cost Vendor totals, location totals, and grand totals print at the end of the report. 9

10 2 USING THE SOFTWARE VENDOR RANKING REPORT WITH TURNS Report By determines whether the report is printed company-wide or for a range of locations. Location detail information is not included on a company-wide report. Sequence determines whether the items are sorted in terms of the 12 months Sales (default) or the 12 months sales Cost. A BUILDING SORT FILE message displays while the items are sorted. LOCATION 1 BRISTOL, PA VENDOR RANKING REPORT WITH TURNS 03/24/95 PAGE 1 VENDOR NAME SALES-COST SALES PR% INVT-COST AVG-INVT-COST TURN ABSELE ABSECON ELECTRIC 3,107 9, , , The Sales and Sales-Cost figures represent the 12 month sales and sales cost accumulations for the items. For items with more than 6 months but less than 12 months of history, these figures are estimated by projecting the current history figures. Items with less than 6 months of history are not included in the vendor totals. Profit % = 12 months sales - 12 months sales costs x months sales Turns = 12 months sales costs average inventory cost Location totals and grand totals print at the end of the report. RESET ITEM RANKING WITH TURNS INFORMATION RESET ITEM RANKING WITH TURNS (Y N): Q-Mode is required to reset the ranking information. 10

11 2 USING THE SOFTWARE Entering a Y resets the period-to-date sales and sales cost and updates the current inventory costs of each item. A WAIT message displays during the reset. Note: The Reset needs to be run at the end of each month to ensure that the reports reflect information for the current period. 11