Sales Info (Job)
The Sales Info (ALT-L) tab displays the date of the job's last sale (any payment method) and last charge sale (account charge sales only). Sales, cost of sales, gross profit percentage, and the number of invoices (sales only, no orders, etc.) also display for the current month, previous month, year, and previous year (for the entire prior year, not a prior "year-to-date"). These figures update immediately as transactions are updated to the database.
This is the date of the most recent sale (for any payment method) made using the selected (current) account or job.
This is the date of the most recent "charge" sale made using the selected (current) account or job. Charge sales also cause an update for the last sale date.
Sales Information
Summary sales information for various (time) periods display in rows and columns. It's important to mention that "sales" include all types of sales and returns, not just sales involving receivables activity. No correlation necessarily exists between receivable balances and sales activity since balance periods are not necessarily the same as the calendar year and sales may include cash payment types. Additionally, receivables balances include sales tax; however, the sales figures don't. Cost and profit information is only shown when users have security permission to view costs and margins.
Periods (MTD, Previous Month, YTD, and Previous Year)
The four (4) periods listed are defined as follows:
•MTD (Month-to-Date)
This column displays sales, cost, gross profit percentage, and the number of invoices for the current month. This is based on the calendar month only, so it usually represents a partial month period, and is not the same as the "last 30 days." This figure will be zero at the beginning of a new month.
•Prev Month (Previous Month)
This column displays sales, cost, gross profit percentage, and the number of invoices for the prior (last) calendar month. This is month that immediately preceded the current month, not the same month for the prior year.
•YTD (Year-to-Date)
This column displays the sales, cost, gross profit percentage, and number of invoices for the current calendar year (January through December). These figures are not representative of the prior 12 months, and represent a partial year's sales until the last day of the calendar year. This figure will be zero at the beginning of a new year.
•Prev Year (Previous Year)
This column displays the sales, cost, gross profit percentage, and number of invoices for the entire previous calendar year. This period is not for the prior "year-to-date," so comparisons between the YTD and this figure are usually comparing a partial year to a full year's sales activity.
Sales
The total sales for each of the four (4) periods listed. Sales figures do not include sales tax. In addition, certain item types, such as sales of gift cards, are not included in sales totals. Adjustments are typically considered by sales figures and can either increase or decrease the sales amount.
Cost
This is the cost of goods sold during each of the four (4) periods listed. Costs are only shown to users with permission to view costs and margins. Cost corrections can change the figures listed after sale.
GP% (Gross Profit Percentage)
This is the gross profit percentage as calculated from the sales and cost for each of the four (4) periods listed. The result is rounded to the nearest hundredth decimal place (2-decimals). The following calculation is used:
((Sales - Cost of Sales)/(Sales + .0001)) * 100 = Gross Profit Percentage*
*.0001 is added to prevent division by zero which would result in an error.
Invoices (Count)
This is the number of invoices processed for each of the four (4) periods. "Invoice" includes regular invoices, charge returns, and direct ship invoices, but would not include quotes, orders, open tickets, etc..