When you generate a Sales Analysis extract, the system collates the data for the chosen criteria into one file and exports it to the location on your local PC identified in the parameters. You have the option to run the reports at any time.
WARNING: It can take up to an hour to complete the data extract when you run a Sales Analysis report.
Note: There are five different SALES ANALYSIS options to select:
To generate an extract:
Note: The Sales by Account Number and SACd report is used as an example in this routine.
The SALES ANALYSIS Menu is displayed.
Select the Sales by Account Number and SACd option.
The system prompts you to select the Point-of-Sale (SO) company.
Select the SO company.
The Sales Analysis Report Form is displayed.
Select the Export File option.
Tip: By default, the system displays a date range starting from the day after the last extract was run to today's date. You can override these dates if necessary. Click the Ellipsis button [...] to activate a Calendar to help make your selection.
Enter the date range that you want to export and click OK button.
The system prompts you to enter the account number.
The system prompts you to enter a Sale code to start from and a Sale code to finish at.
Note: If you leave the 'from' code blank it will start at the beginning, if you leave the 'to' it will run to the end.
The following message sequence is displayed:
Extracting data
Adding lines to report
The system displays a message that tells you the number of lines exported.
Click OK to continue.
The following message sequence is displayed:
Updating GDX parameters
A dialog box is displayed with the following message:
Click OK.
