HiFinance 5




USAGE: To generate an analysis of your Salesmen showing their sales and profitability. The report is always printed in Salesman code order.


DISCUSSION: If you have chosen to allow short and long form reports, you will be asked USE LONG FORMAT REPORT? Choose the form you wish by entering Y or N. Both forms show basically the same information, however the short form displays the PTD and YTD under each other and the long form show them side by side.


You are next asked to specify the period you wish to run the report for. By default, HiFinance will offer you the current period, however you might wish to only include sales up to the end of last period. HiFinance will ask you to enter the YEAR. Enter L for last year, T for this year or N for next year. Then enter the PERIOD number. When you press <Enter> HiFinance will display the starting and finishing dates of the period you have chosen. Use this as a check that you have chosen the correct period.


Next you will be asked, INCLUDE ALL SALESMEN? If you enter Y all Salesmen on file will be printed and no further questions will be asked. (Go to the START REPORT question.) If you press <ESC> you will return to the SALESMAN MENU.


If you enter N to the above question, the following series of questions will appear:


EXCLUDE DORMANT SALESMEN     This option allows you to exclude any salesman that has not had any sales in any of the sales periods. This allows you to keep the salesman on file, eg because you wish to keep all the old customers on file, while excluding them from the report.


FROM SALESMAN This is the lower limit of the Salesman code. Here you enter the code of the first Salesman code you wish printed. The default answer is blank. This will start printing from the start of the Salesman file.


TO SALESMAN This is the upper limit of the Salesman code. Here you enter the code of the last Salesman you wish printed. The default answer is zzz. This will end printing at the end of the Salesman file. This entry must not be less than the starting Salesman code. If you choose the default for both questions all Salesmen will be included.


At each point when answering the above questions, you can press <ESC> and the program will reset and return you to the SALESMAN MENU.


When you have entered all the above information, press <F10> and you will be asked, START REPORT? If you answer N, the program will reset and return you to the beginning. If you enter Y, the screen will clear and the Salesman master-file will be read in. During this time the computer will be selecting Salesmen according to the selection criteria you have just entered and will generate the report.


When the report has completed, HiFinance will return you to the SALESMAN MENU.


The selection criteria are printed in the heading lines of the report. The report itself will detail the Salesman code, name, gross margin (based on gross sales before tax and freight, less gross cost-of-sales) and compare this with budgets as a percentage.


At the end of the report, the total of each column is printed.

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