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
Select the From Date, To Date and Transaction Type to be included in this analysis
Click Show Sales Pivot
The analysis pivot table will be shown, data are shown grouped by Date
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.
The pivot is highly flexible and customization to serve the data needed. Right click on any field and select Show Field List
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
For example, drop the customer's Custom List 1 Field to the Column Area
- 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)
Or drop the field to the Row Area
- 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
Summary data, like amount or quantity can be dropped to the Data Area
- In this case, the Pending Quantity Field (promised delivery quantity but not yet processed) was dropped to the Data Area
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.