Sales history

The sales history graph gives an overview of the dollars sold each month by customer, salesperson, part number, or product class for a range of dates you select.

To generate Sales History Graph

1. Open the Sales History (GRSH) page.

   1. Select Executive Information System > EIS Graphs > Sales History.

   Or

   2. Search for GRSH in the Navigation box and then select Sales History.

      The Sales History (GRSH) page appears.

2. In the Data section of the Selection Criteria tab, select the value for By field based on whether to show the dollars sold by customer, part number, product class, or salesperson.

3. In the Filter field, select the status sales orders to show.

4. In the Date Information section, select from the range of dates the Start Date and End Date.

5. In the Date Range area, select from the options the date from which you want to generate the graph.

6. Click the Graph tab to view the graph. For more information on the options available in Graph tab, see to generate graph for reports .

Check your sales history over the past 12 months

You can see a summary of orders, shipments, material, labor, overhead, and gross profit over the past 12 calendar months. You can break the report down by customer, product, or part number. The report also shows best, worst, and average sales for the period, and the sales trend over the past six months.

If you want to use this report, your system administrator must set up the Command Scheduler to regenerate the SO Analysis report at least nightly. Otherwise, this report gives you old information.

To check sales history in the last 12 months

1. Open the 12 Months Sales History (RPSL12) page.

   1. Select Executive Information System > EIS Reports > 12 Months Sales History.

   Or

   2. Search for RPSL12 or 12 Months Sales History in the Navigation box and then select 12 Months Sales History (RPSL12).

      The 12 Months Sales History (RPSL12) page appears.

2. In the Selection box, select how to view the history: for all customers, for an individual customer, for a product class, or for a part number.

3. In the Sort Order area, select from the options on how to sort the report. The Sort Order field is populated based on the type of report selected in the Selection field.

4. In the Layout area, select the layout in which you want to view the report.

   The Layout field is populated based on the type of report selected in the Selection field.

5. In the Sort Range area, specify the sort range.

   The Sort On field is populated based on the type of report selected in the Selection field.

   The available sort ranges are:

   • Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

     1. In the From field, enter the item reference.

     2. Click the lookup reference and select the sort item from the Lookup for From. Select the required sort item and click Select.

   • Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

     1. Type the first and last values of the range in the From and To fields.

     2. Click the lookup reference,if available, and select the sort item from the Lookup. Select the required sort item and click Select.

   • All: Select this to include all available items.

6. Specify the Other Variables value to filter the report generation based on

   Standard Revision, Facility or other variables.

   Only on selecting For a Product Class and Of A Part Number in the Selection box, the Other Variables field is populated.

7. On the toolbar, click Run Report to generate the report. Or click Print to send the report to the printer.

   Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.