Analysis

Analysis for Sales, Purchase and Inventory

User can analyse Sales, Purchase or Inventory data without any programming skill. Using AutoMi drag and drop analysis table it is very easy to summarize and analyse data to help monitor and control the business. In this example the Sales Analysis is used.

Go to Reports > Analysis > Sales Analysis

Go to Reports > Analysis > Sales Analysis  Reports  Report  Dashboard  Sales Quotation Dashboard  Sales Order Dashboard  Sales Invoice Dashboard  Sales Anatysis  Purchase Anahysis  Item Location Balance  Item Anab,'sis

Select the From Date, To Date and Transaction Type to be included in this analysis

From Date:  To Date:  Transaction Type  Filter Fields Here  1/4/19  Show  30/4/19  Show  (Select All)  Sales Quotation  Sales Order  Sales Invoice  Sales Deliver,'  Sales Return  Sales Deduction

Click Show Sales Pivot

Show Sales Pivot  Show Sales By Month Pivot

The analysis pivot table will be shown, data are shown grouped by Date

Card.Full...  teama CSI  Team8 CSI  Grand Total  , 4/7/2019  Admin  Regular  Local Currency...  $30.00  $30.00  , 4/8/2019  Admin  Regular  Local Currency...  $2,000.00  $642.84  $2,642.84  Grand Total  Delivered Qua...  Pending Quan...  Local Currency...  Local Currency...  $30.00  $30.00  Inventory Unit...  10.00  10.00  Dewered  Qua...  7.00  7.00  Pending Quan...  3.00  3.00  Local Currency...  $2,000.00  $642.84  $2,642.84  Inventory Unit...  500.00  0.00  500.00  500.00  0.00  500.00  0.00  0.00  0.00  $2,000.00  $672.84  $2,672.84  Local Currency...  $2,000.00  $672.84  $2,672.84

To show data group by Month, select the date and Transaction Type, click Show Sales By Month Pivot. All data are grouped by month instead.

 Card.Full...  teama CSI  Team8 CSI  Grand Total  , 4/7/2019  Admin  Regular  Local Currency...  $30.00  $30.00  , 4/8/2019  Admin  Regular  Local Currency...  $2,000.00  $642.84  $2,642.84  Grand Total  Delivered Qua...  Pending Quan...  Local Currency...  Local Currency...  $30.00  $30.00  Inventory Unit...  10.00  10.00  Dewered  Qua...  7.00  7.00  Pending Quan...  3.00  3.00  Local Currency...  $2,000.00  $642.84  $2,642.84  Inventory Unit...  500.00  0.00  500.00  500.00  0.00  500.00  0.00  0.00  0.00  $2,000.00  $672.84  $2,672.84  Local Currency...  $2,000.00  $672.84  $2,672.84

The pivot is highly flexible and customization to serve the data needed. Right click on any field and select Show Field List

Card.Full...  teama CSI  Team8 CSI  Grand Total  , 4/1/2019  Admin  Regular  Local Currency...  $2,000.00  $672.84  $2,672.84  Local Currency...  $2,000.00  $672.84  $2,672.84  Inventory unit...  500.00  10.00  510.00  Delivered Qua...  Pending Quan...  500.00  7.00  507.00  0.00  3.00  3.00

The PivotGrid Field List will be shown. Drag and drop any fields to be included in the analysis, either to the Row, Column or Data Area

.Card Cus..  Iding Qu n...  0.00  3.00  3.00  P  D  otGr1d Field List  Items to the PtvotGrid  Auto Number-able Type  .Card Custom List  Card.Card Custom List Fiel...

For example, drop the customer's Custom List 1 Field to the Column Area

add fields

 

  • Notice data are grouped with a new level with  "TeamA, TeamB", which are the customer's Custom List Field 1 selection (in this case, used for sales team analysis, but can be customized for any scenario)

grouped data

Or drop the field to the Row Area

add row data

  • In this case the Item Custom List Field 1 was droped to the Row Area
  • The field is for categorizing item's class, data are not grouped by "Regular, Premium" in the rows

custom list fields

Summary data, like amount or quantity can be dropped to the Data Area

add data area fields

  • In this case, the Pending Quantity Field (promised delivery quantity but not yet processed) was dropped to the Data Area

 summarized data area fields

Data Consistency

When data fields are dragged to the table, user must be awared of the context of the data behind the field. For example, when using the TransactionBase.Total field or the TransactionBase.OutstandingAmount, which is a transaction level amount field, user should not mix it with line level amount, like Local Currency Amount field. Mixing transaction level and line level amount will create inconsistent summary.

When amount data fields are used, be aware of the Currency of the field. The Local Currency Amount field will show data in the company's default currency. The Original Currency Amount field will show data in the transaction's currency (e.g. a EURO invoice will show EURO amount). The summary and presentation must ensure different currencies do not get mixed up. User can drag the Currency Code field to the table to make sure they are grouped separately.