|
Main Menu > Inventory Enquiry
|
The Sales/Purchasing (F7) section of the Global Inventory Enquiry program has multiple tabs with each tab described below.
Total Sales Tab
The Total Sales tab displays a summary of total sales for the selected product, for each month for the selected period.
 Total Sales Tab Screen
|
Year – Displays the current financial year. Clicking the drop down arrow will allow users to select a different year.
|
|
Exclude Direct Deliveries – When ticked Direct Delivery sales will be excluded from the calculations.
|
|
Displays a summary of total sales for each month in the selected year.
|
|
Exports the total sales list to Excel.
|
|
Sales by Year Tab
The Sales by Year tab displays a summary of total sales for the selected product, for each month for each year.
 Sales by Year Tab Screen
|
Show As: Sales by year can be viewed by quantity, sales, cost, profit and GP%. Clicking the drop down arrow will allow users to select another option.
•Quantity - Will display the total quantity sold for each period.
•Sales - Will display the total sales amount excluding GST for each period.
•Cost - Will display the total cost amount excluding GST for each period.
•Profit - Will display the total profit amount excluding GST for each period.
•GP% - Will display gross profit as a percentage for each period. |
|
Exclude Direct Deliveries – When ticked Direct Delivery sales will be excluded from the figures.
|
|
Displays a summary of sales for each month and year.
|
|
Exports the information in the list box to Excel.
|
|
Customer Sales Tab
The Customer Sales tab displays a summary of sales for the selected product, for each customer, for the selected period and the previous 25 months.
 Customer Sales Tab Screen
|
Period – Displays the current period. Clicking the drop down arrow will allow users to select a different period.
Start At - Users can enter a value here to start the search. Records from this start at value will be displayed alphabetically.
|
|
Displays a list of customers who have purchased the selected product within the financial year up to the selected period
|
|
12 Months – Navigates users to Sales by Product Code - 12 Months for the selected line.
|
|
Cust/Prod Details – Navigates users to Customer/Product Information for the selected line.
|
|
Global Customer Enquiry – Navigates users to Global Customer Enquiry for the selected line.
|
|
More – Allows users to display more results if applicable.
|
|
Exports the information in the list box to Excel.
|
|
Invoice Line History
The Invoice Line History tab displays a list of sales invoices for the selected product listing the most recent at the top.
 Invoice Line History Tab Screen
|
Search - Users can enter a keyword to search the data in the list box.
Filter - Users can choose to filter the invoice line history data for the selected product from the last 12 Months, 24 Months or All data.
|
|
Displays a list of sales invoices where the selected product has been sold based on the selected filter
|
|
Invoice Enq – Navigates users to Sales Invoice Enquiry for the selected line.
|
|
Global Customer Enquiry – Navigates users to Global Customer Enquiry for the selected line.
|
|
Cust/Prod Details – Navigates users to Customer/Product Information for the selected line.
|
|
More – Allows users to display more results if applicable.
|
|
Exports the information in the list box to Excel.
|
|
Receipts History Tab
The Receipts History tab displays a list of stock receipts for the selected product, listing the most recent at the top.
 Receipts History Tab Screen
|
Displays the receipts history of the selected product.
|
|
View Stock Receipt – Navigates users to Stock Receipt Enquiry for the selected line.
|
|
View Purchase Order – Navigates users to Purchase Order Enquiry for the selected line.
|
|
More – Allows users to display more results if applicable.
|
|
Exports the information in the list box to Excel.
|
|
Outstanding Sales Orders Tab
The Outstanding Sales Orders tab displays a list of outstanding sales orders where the selected product has been ordered.
 Outstanding Sales Order Tab Screen
|
Displays a list of Outstanding Sales Orders for the selected product.
|
|
View Sales Order - Navigates users to Sales Order Enquiry for the selected line.
|
|
Exports the list of the Outstanding Sales Orders to Excel.
|
|
Outstanding Purchase Orders Tab
The Outstanding Purchase Orders tab displays a list of outstanding purchase orders where the selected product has been ordered.
 Outstanding Purchase Orders Tab Screen
|
Displays a list of Outstanding Purchase Orders for the selected product.
|
|
View Purchase Order - Navigates users to Purchase Order Enquiry for the selected line.
|
|
Exports the list of Outstanding Purchase Orders to Excel.
|
|
Outstanding BOM Build Orders Tab
The Outstanding BOM Build Orders tab displays a list of outstanding BOM build orders where the selected product is being built on a BOM Build Order or used as a component on a BOM Build Order.
 Outstanding BOM Build Orders Tab Screen
|
Displays a list of outstanding BOM orders required to build the selected product.
|
|
View BOM Build Order - Navigates users to the Bill of Materials - Build Order Enquiry for the selected line.
View Build Order Purchase Order - Navigates users to Purchase Order Enquiry for the selected line.
|
|
Exports the list of Build Orders Producing Product (Goods Inwards) to Excel.
|
|
Displays a list of outstanding BOM orders where the selected product is required as a component for a build order.
|
|
View BOM Build Order - Navigates users to the Bill of Materials - Build Order Enquiry for the selected line.
View Backorder Sales Order - Navigates users to Sales Order Enquiry for the selected line.
|
|
Exports the list of Components Allocated/Backordered on Builds (Goods Usage) to Excel.
|
|
Outstanding NCN/CARs Tab
The Outstanding NCN/CARs tab displays outstanding NCN/CARs for the selected product, listing the oldest at the top.
 Outstanding NCN/CAR Tab Screen
|
Displays a list of outstanding NCN/CARs for the selected product.
|
|
View NCN/CAR – Navigates users to NCN/CAR Enquiry for the selected line.
|
|
Exports the list of Outstanding NCN/CARs to Excel.
|
|
Outstanding RFCs Tab
The Outstanding RFCs tab displays outstanding RFCs for the selected product, listing the oldest at the top.
 Outstanding RFC Tab Screen
|
Displays a list of outstanding RFCs for the selected product.
|
|
View RFC – Navigates users to RFC Enquiry for the selected line.
|
|
Exports the list of Outstanding RFCs to Excel.
|
|
Contract Prices Tab
The Contract Prices tab displays a list of customers with contract pricing for the selected product.
 Contract Prices Tab Screen
|
Displays a list of customers who have contract pricing for the selected product.
|
|
Cust/Prod Details – Navigates users to Customer/Product Information for the selected line.
|
|
Global Customer Enquiry – Navigates users to Global Customer Enquiry for the selected line.
|
|
More - Allows users to display more results if applicable.
|
|
Exports the information in the list box to Excel.
|
|
Dynamic Contract Pricing Tab
The Dynamic Contract Pricing tab displays a list of customers with dynamic contract pricing for the selected product.
 Dynamic Contract Pricing Tab Screen
|
Displays a list of customers who have dynamic contract pricing for the selected product.
|
|
Cust/Prod Details – Navigates users to Customer/Product Information for the selected line. (This option is not available if the selected line is for a product group and not an individual product code).
|
|
Global Customer Enquiry – Navigates users to Global Customer Enquiry for the selected line.
|
|
Hide Expired Entries – When ticked dynamic contract pricing that has expired will not display. To view expired dynamic contract pricing users can untick the box.
|
|
Exports the information in the list box to Excel.
|
|
Last Price Quoted
The Last Price Quoted tab displays a list of customers and the price that was last quoted for the selected product using the selected parameters.
 Last Price Quoted Tab Screen
|
Start At - Users can enter a value here to start the search. Records from this start at value will be displayed alphabetically.
Search - Users can enter a keyword or keywords to search the data in the list box.
Filter - Users can choose to filter the last price quoted data for the selected product from the last 12 Months, 24 Months or All data.
|
|
Consolidate Customer Delivery Addresses – When ticked customer delivery addresses will be consolidated to show the D/C as 'XXXX'. To view quotes per delivery code users will need to untick the box.
|
|
Displays a list of customers who have been quoted the selected product using the selected filter. The price quoted, date quoted and quote number are also displayed.
|
|
Quote Enq - Navigates users to Sales Order/Quote Enquiry for the selected line.
|
|
Global Customer Enquiry – Navigates users to Global Customer Enquiry for the selected line.
|
|
Cust/Prod Details – Navigates users to Customer/Product Information for the selected line.
|
|
More – Allows users to display more results if applicable.
|
|
Exports the information in the list box to Excel.
|
|
Customer Favourites Lists
The Customer Favourites Lists tab displays a list of customers with the selected product on a favourites lists.
 Customer Favourites Lists Screen
|
Displays a list of customers who have the selected product on a favourites list.
|
|
Cust/Prod Details – Navigates users to Customer/Product Information for the selected line.
|
|
Global Customer Enquiry – Navigates users to Global Customer Enquiry for the selected line.
|
|
More - Allows users to display more results if applicable.
|
|
Exports the information in the list box to Excel.
|
|
