The Sales Analysis Report is used to breakdown what charges and payments made to Subagents and Customers Accounts. Therefore it is primarily used by Newsagencies. 

Generating The Report:

  1. On the top menu bar of Retailer, click on Reports -> Sales Reports -> Sales Analysis Report.
  2. Enter the date range you wish to run the report for.

Reading The Report:

  1. Date – The individual days are listed as selected by the date range specified.
  2. Sub Billing – The total amount for any subagent billing. The billing is Subagent Returns + Subagent Invoices. This applies to Newsagencies only. 
  3. Sub Payments – The total amount for any payments made by a subagent. This applies to Newsagencies only. 
  4. Cust Billing – The total amount for Customer Billing plus Surcharges plus Delivery Fees minus Delivery Misses. This applies to Newsagencies only. 
  5. Cust Payments – The total of any payments made such as Account Payments or Layby Payments
  6. Laybys - The total of any laybys created minus any layby credits.
  7. Invoices – The total of Invoices created minus invoice credits.
  8. Sales – The total of sales paid upfront.
  9. Misc – The total amount of any balance adjustments.

The summary section will give overall totals for the report, there is also weekly totals listed if the report date range is longer than one week.

Exporting The Report

The Sales Analysis report cannot be exported to Excel. You can print the report using the Print button up the top, or export to PDF by using the Save button.