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Using TurboCASH

 







SALES ANALYSIS REPORTS
SALES ANALYSIS REPORTS MENU
  
These powerful sales analysis reports may be used to analyse your sales if you are selling your stock items and or services of your stock items in the Input - Documents menu option.

To Access the Reports - Sales Analysis Menu:
Click on the Reports - Sales Analysis menu option or press the and and keys on your keyboard. A list of the 10 available Sales Analysis reports will be displayed.

Click to Open, Create, Close, Delete, Save, Backup, Restore, Data Re-index a Set of Books, to Choose a Different Language or Exit the TurboCASH program. Click to create a new or edit or to delete a Bank, Creditor, Debtor, General Ledger or Tax Account, Budget, Contacts, Stock Items, User Reports, Repeating Entries, Repeating Invoices or to delete Documents. Click to do Stock Adjustments, enter transactions, copy Repeating Transactions into a Batch, generate Documents (Invoices, Credit Notes, Quotes, Purchase, Goods Returned or Orders, confirm Quotes and Orders, Print Delivery Notes or Documents, POS invoices, editing Open Item Links and to update or post documents and batches. Click to generate Batch Type, Creditor, Contact Listing, Debtor, General Ledger, Bank Reconciliation, Document Listing, Stock, Sales Analysis, POS Reports, Purchase Analysis, Tax and User Reports. Click to Set up Preferences and System Parameters. Click to initiate the Calculator, Global Processes, Search, Report Designer, T-Account Viewer, Export and Import Data, Data Integrity Check, Script Engine, Customise Languages and Plug-ins. Click to Open a Set of Books. Click to generate a list of the Contacts. Click to generate an Age Analysis, Debtor Listing, Print Labels, Debtor Statements and Transactions reports. Click to generate a Budget Performance, Accounts Listing, Cash Flow, Transactions, Trial Balance, and Financial Statements (Income Statement and Balance Sheet). Click to generate a report for the Bank Reconciliation for a specific period. Click to generate a list of Documents (Invoices, Credit notes, Quotes, Purchases, Goods Returned and Orders). Click to generate a Stock Activity, Back Order, Movement Summary, Print Labels, Re-Order and a Stock Listing report. Click to generate reports to analyse the sales by Customer, Product, Salesperson, Group, Salesperson performance by Product, Customer, Products sold by Customer, Salesperson, Customer by Product and Customer by Product. Click to generate a Purchases by Supplier or Product report. Click to generate reports on your Tax (VAT) Input and Output VAT. This report will be used to complete and substantiate the VAT returns, if registered for VAT. Click to generate any of the available User Reports. Click to generate an Age Analysis, Creditor Listing, Print Labels, Creditor Remittance Advises and Transactions reports. Click on the Setup - Preferences - Theme menu option to change the theme. Click to generate Point of Sale reports. Click to generate a batch type report on the transactions entered in batches. Click to access the Help Files, obtain information About TurboCASH, Support information, Online Registration, download an Updated version of the program from Pink Software's Website. Click to create Invoices. Other documents (Credit Notes, Quotes, Purchase, Goods Returned or Orders may also be selected. Click on the Setup - Preferences - Theme menu option to change the theme. Click to reconcile any of the bank accounts. The Receipts and Payments Journal linked to a selected bank account, can be reconciled with a bank statement. Click on the Setup - Preferences - Theme menu option to change the theme. Click to generate a Sales by Customer Sales Analysis report. Click to generate a Sales by Product Sales Analysis report. Click to generate a Sales by Salesperson Sales Analysis report. Click to generate a Sales by Group Sales Analysis report. Click to generate a Salesperson by Product Sales Analysis report. Click to generate a Salesperson by Customer Sales Analysis report. Click to generate a Product by Customer Sales Analysis report. Click to generate a Product by Salesperson Sales Analysis report. Click to generate a Customer by Salesperson Sales Analysis report. Click to generate a Customer by Product Sales Analysis report.
Select any of the 10 available reports to analyse your sales. The Report Options screen for the selected report will be displayed.

 

Report Description
Sales by Customer This option allows you to view and analyse your Sales by Customers or Debtors. This report may be retrieved on a summarised level to see the totals of Invoices and Credit Notes for each Customer or Debtor or to view the details of your Invoices and Credit Notes for each Customer or Debtor.
Sales by Product This option allows you to view and analyse your Sales by Product. This report may be retrieved on a summarised level to see the totals of your Sales for each of your Products or you may view the detail of your sales Invoices and Credit Notes for each of your Products.
Sales by Salesperson This option allows you to view and analyse your Sales by Salesperson. This report may be retrieved on a summarised level to see the totals of Invoices and Credit Notes for each Salesperson or to view the details of your Invoices and Credit Notes for each Salesperson.
Sales by Group This option allows you to view and analyse your Sales by Groups you have set up in the Setup - System Parameters - Groups for Document Groups 1 and 2. This report may be retrieved on a summarised level to see the totals of your sales for each of your Groups or to view the details of your sales according to Groups.
Salesperson by Product This option allows you to view and analyse your Sales of your Products by your Salespersons. This report may be retrieved on a summarised level to see the totals of Invoices and Credit Notes for each Product as well as each Salesperson or to view the details of your Invoices and Credit Notes for each of your Products sold by your Salespersons.
Salesperson by Customer This option allows you to view and analyse your sales by Customers or Debtors and which Salespersons sold your products to your respective Customers or Debtors. This report may be retrieved on a summarised level to see the totals of Invoices and Credit Notes for each Customer and to analyse the Salespersons sales for a specific Customer or all your Customers or Debtors. You may also view the details of your Invoices and Credit Notes issued by each of your Salespersons for each Customer or Debtor.
Product by Customer This option allows you to view and analyse the sales of your Products by your Customers or Debtors. This report may be retrieved on a summarised level to see the totals of your Products sold to each of your Customers or Debtors. You may view the detail of your sales for each of your Customers or Debtors and analyse the quantity, Net Sales Amount and Gross Profit of the Products that was sold to them.
Product by Salesperson This option allows you to view and analyse the sales of your Products by your Salesperson. This report may be retrieved on a summarised level to see the totals for each Salesperson for your products sold or to view the details of your Invoices and Credit Notes for each of your Products sold by your Salespersons.
Customer by Salesperson This option allows you to view and analyse your sales to your Customers or Debtors by Salespersons. This report may be retrieved on a summarised level to see the totals for each Customer and to analyse the Salespersons sales for all your Customers or Debtors. You may also view the details of details of each Customer or Debtor for each of your Salespersons.
Customer by Product This option allows you to view and analyse your sales to your Customers or Debtors by Product. This report may be retrieved on a summarised level to see the totals of your sales for each of your Products or you may view the detail of your sales for each of your Products to your Customers or Debtors.


When you click on the button for any report, which contains transactions, etc. TurboCASH will check for unposted items and display the number of unposted Batches and Documents. You may select to view the details of the unposted Batches and Documents. This is an important facility as these batches contain transactions, which will not be included in your reports.