|Tip of the Week||April 16, 2012
Volume: 2 | Issue: 15
Not sure about the rest of Canada, but this little city on the lake received some lovely sunshine and warmer weather this past weekend. Usually when that happens, people get in organization and “clean up” mode. Sooooo, we just want to take this time and encourage you do to a little WebStore cleaning!
Another overlooked area is News/Events, found under the News menu. You very well may have some seriously old entries in here ranging from author signings, seasonal sales, promotions, and so on and so forth. At Mosaic, we have five pages of events – which means, we should really be not only eating our words, but doing some cleaning up of our own!
BookManager Tip: Fun With Supplier Sales Reports
There are many reasons why you might want to run a report that looks at the sales of items invoiced by a particular supplier. Perhaps you want to see if a particular line of items is selling better than other similar items. Or perhaps you are participating in a shared markdown program with a supplier and need to generate a report that pulls in the items you sold in a specific time frame that you received from them. The supplier sales/on hand report will give you this information, along with some options to filter out specific sales criteria.
One of the key differences between running a Custom Inventory Report (using a certain supplier to filter titles) and this Supplier Sales Report is that the Supplier Sales Report looks at the invoice history of an item, rather than the supplier field of the inventory card, to pull in items into the report. To clarify this, let’s pretend that a book called “I Love Cats” has been received from RAN and HCP in the past. A Custom Inventory Report will not know whether the copy you sold yesterday was the one from RAN or the one from HCP, because it looks only at the supplier fields in the inventory card, not the invoice history. If you were to run a Custom Inventory Report that had filters to “show me all of the items I have sold with a supplier of RAN” it might well pick up this item in the report (because the item was once received from RAN) even though the particular copy you sold was not received from RAN. In contrast, the Supplier Sales Report will examine the invoice history of the item as well as the sales history to determine which supplier exactly (given an assumption of “first in, first out”) sold you the book you sold. In addition, the Supplier Sales Report will be much more accurate in terms of the costs of items because it is looking at particular invoice details for each item, not simply an average cost of the item over time.
Let’s pretend you wanted to look at all sales done on items you received from RAN, and you want to show only those sales where you gave 20% off at the till (maybe you were running a promotion on some RAN titles in conjunction with a shared markdown, and you need the total sales in order to get the extra credit from RAN.)
Go into 0-Reports, then 5) Supplier Reports, then choose a) Supplier Sales/On Hand Report. <U>pdate the report if needed. Then adjust the criteria of this report as needed for your purposes:
In the background, BookManager will scan through your sales file and pull out all of the ISBNs sold during the period you specify. Then it will link the ISBNs to suppliers in order to pinpoint the supplier you are interested in. At the end of all of this, the report will be displayed, giving you extensive information about each ISBN sold, including:
WHEW! At the very bottom of the report are grand totals (with cents omitted).