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Sales Analysis Reports from processed invoices can be run any time. Up to nine years (two if running a weekly system) of data can be stored. Your reports can be set to analyse by "Deliver to" (e.g. Head Office) or by individual customers.

Invoices (including archives) can be "re-updated" to the Sales file to reflect changing analysis requirements - e.g. analyse Stock Category 3, or add / change Area codes and run historical analysis. The process can be scheduled to run overnight.

Each report has a specific layout but the default column headings can be overridden if required.

Moving Annual Total (Last 12 Mths) Year to Date $ + Cents Export
8SMP02C1 GP Based Targets 8SMP02Y1   8SMP02G1
8SMP02C2 GP and Targets 8SMP0Y2 8SMP02D3  
8SMP02C3 12 Months Sales     8SMP02G3
8SMP02C4 GP Comparisons 8SMP02Y4 8SMP02D4  
8SMP02C5 GP with Costs 8SMP02Y5    
8SMP02C6 12 Months GP      
8SMP02C7 Total, $GP, Contributions     8SMP02G7
8SMP02D2 Product - Avg Sell Price      

See also Invoice Register 8INP01S1 which uses Sales data. The data collected for salesMan records has been changed (see 8SML09W2) - "Qty" now refers to the number of invoices / documents processed per salesman and not items as in other sales reports. Run SML04 to delete M, and re-run SML40 to regenerate M.


The subjects available for sales analysis combinations are:
Customer Related Item Related Transaction Related Creditor
A Area I Stock Item B Branch E Currency
C Customer M Salesman D Discount Reason N Country
G Region P Product Category R Credit Reason O CR Status
T Customer Type 2-3 Category 2-3     U Supplier
X Account Type S Sales Code     V Creditor Type
    U Supplier        

Up to twenty Data Sets can be created. The system is very flexible and comprehensive so there is no need to produce masses of reports that will never be read - be selective. This will also save disk space and backup time. Combinations of up to eight of the above subjects can be used, making more than 100,000 possible combinations available e.g.

Note that, while there are two "Supplier" selectors, you can only use one (not both). The product related one analyses products sold by the Main supplier whereas the Creditor's supplier records what you bought from each supplier.


Select your report parameters and Arrow down to the next field. Enter when all your settings are complete. This is slightly different from the other modules and enables you to arrow back up to change any selections before running the report. F6 to make any changes or F9 to run.


Enter to next screen for Ranges: defaults can be set to frequently used ranges.


  1. Area "CH to CHz" = Christchurch sales only.
  2. Customer = all Customers
  3. Item "PP to PP2z" = range only.


A Sales Budget Spread Record can be created e.g. "A" for Annual. Your system may have as many spread records as necessary to accommodate your needs, and any seasonal factors.

Enter through file name and F5 to add. F3 to select a Data Set.
Ignore or Replace an existing Budget for this data set.
Enter to add the records - all records (debtors, salesmen, products etc.) which have been active within the last 12 months will be included.
Esc to enter Budgets. Select the Year (generally you would only be loading Budgets for Next Year, but you can load new budgets for This Year and even Last Year - see Apply Budgets if loading Budgets retrospectively).
Key in a Data set. Codes 1 - 4 relate to the selected Data set

e.g. if "ACI" = Area x Cust x Product is selected
Code 1 = Area - e.g. CH
Code 2 = Customer e.g. COGITO
Code 3 =Product e.g. APPLE


This feature can also be used to load new data (new products, salesmen etc.)

Annual Budgets can be made against Sales, Gross Profit and / or Quantity.
Enter for the spread to take effect, and either Enter to accept or F6 to make further changes.

F3 to pluck a record. OR select a record - F5 to Add
F8 to Copy Last Record on screen or Enter to Ignore
F6 to enable changes Enter the Spread Code e.g. "A" for Annual. If this field is left blank, the spread will default to the table loaded in Sales Analysis Controls, and if this is not available, an even spread (8.334 / month) will default.


Enter to make changes to an existing Budget record.
F5 to Add
F6 to Re-spread a set
F7 to Clear a set
sF7 to Delete a set
F9 to Print or Esc to exit.

If Annual Budget figures are present they will automatically be spread. Use them as a tool to aid calculations - you can change the Annual Budgets and Enter to view the effect of new amounts as often as required. You may also manually change any of the fields, and delete or omit the Annual Budget so that the automatic spread will not recalculate your figures.
F7 and F2 to delete records you won't be putting budgets against.


Only run this when you have entered or changed the Budgets retrospectively i.e. it is July and you have put in Budgets for March onwards, OR you want to re-run last years sales reports with Budgets you have since added, OR you have added a Budget for a new product, salesman etc. It is not required if you are setting up Budgets for next year.

If you have set Budgets for the current period and have not yet done the Sales Roll, you can add Budgets without running this program and the Roll will apply them. The Sales Roll loads the new month's budgets into the current period. Reports for that month can then be re-run whenever necessary and the budget still applies.


Accept defaults and Enter.

The program needs to know which month of the financial year is "current"

The Sales Budget file holds budgets for 3 periods - Last Year, This Year and Next Year. The End of Year Roll deletes "Last Year" and moves the other 2 back, leaving a clear "Next Year".


A Sales File can be created from current and history invoice files. Alternatively, the sales file can be deleted or partially cleared and recreated.


  1. Build new set.
  2. Clear, Add, Move (un-roll) periods.
  3. Delete sets.
  4. Generate Wastage totals.
  6. Delete records from sets.

Build a new set e.g.


M2 (Salesman by Category 2) from MI (Salesman by Item) set
It is possible to build this set since each Item has only 1 Category 2 field. It would not be possible to derive e.g. C2 (Customer by Category 2) from MI as different salesman would have sold the same item to a variety of customers. Each record in MI carries Category 2 - the new set (M2) doesn't need to contain key types from the original set, as long as its types can be obtained from the data fields of the "from" set.

There is also an option to create a "report file" and optionally merge it onto the Sales file (for speed). This "new" set can be added to the Sales file if it is to become permanent, OR printed as a "one-off" report OR the option to reprint can be stored for repeat reports.

Option to clear or delete "from" set. Sub-option to select record type; e.g. clear budgets

Create "new" sets with ranges AND / OR code changes e.g.
create AI from ACI
create AI from ACI but only for products G to Gz
create MC from ACM in salesman range MJS to MJS changing Salesman code MJS to MS

SML04 This e.g. clear period 3 (as per Sales Periods on controls)


Then use 8SML40 and Update Sales file but not Invoice file, then only the Run numbers required (as recorded on Sales Periods on controls).

Can also be used to generate a Sales Set. e.g.

Also see Stock controls.


Create budget spread record e.g. A for Annual - months to add up to 100% (8.33).
May have as many spread records as necessary to accommodate any seasonal factors etc.
Month 1 is the first financial period (see Sales Controls which can also include a spread). See Budgets for more.

A record for each month end date - generated by the Rolls
which contains the final Invoice update run no. for that period.
The Current Sales Period is always No. 1
The latest release also records the GL period.

Run 8SMX45 to build a new Sales Period set.

See General Ledger