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Part 3 - Using Quantrac 2005
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55 -
Generating Sales Analysis Reports
This report compiles a list of all of the parts/services that you have entered on invoices for the specified time period
and will tell you how many of each part/service was sold, the total cost (as entered on the Invoice Item Entry form) of
each item, and the total revenue generated by these sales. The items are subtotaled by category, and a percentage of
total sales for each category is calculated. This report can be very useful both in maintaining your inventory and
analyzing your sales revenue.
1.
Click the Reports button on the toolbar.
2.
In the first column on the Reports form, click on “Sales”.
3.
In the second column on the Reports form, click on “Sales Analysis”.
4.
Click the “Enter Criteria” button.
5.
Enter the desired range of dates on the Select Criteria for Report form. (This report uses the Invoice Date, as
entered when creating invoices).
6.
Select the “Invoice Item Type” from the drop-down list.
7.
To preview and/or print the report, see Previewing/Printing a Report at the end of this chapter.
Generating Mailing Labels
1.
Click the Reports button on the toolbar.
2.
In the first column on the Reports form, click on “Customers”.
3.
In the second column on the Reports form, click on “Mailing Labels - (Avery 4143)”. (Avery is a company that
manufactures labels that you can purchase at any office supply store. Each type of label is designated with an
Avery number, such as 4143.)
4.
Click the “Enter Criteria” button on the Reports form.
5.
On the Customer Selection Criteria form, select the desired fields in any combination. (Note that the drop-down
lists contain every unique entry you have made in the database.) For example:
a)
To select all of your residential customers in a particular city, click the down-arrow in the “City” field, click the
desired city in the drop-down list, and click the “Residential” button.
b)
To enter a zip code range, enter the lowest and highest zip codes that you would like included in your mailing.
The system allows you to select customers within specified zip code ranges, rather than all of them. For
example, you may want to send a mailing to your customers in zip codes 55555 through 55559, but not to those
in 55560. If you would like to select customers within one zip code, enter that zip code in both the “From” and
“To” fields.
c)
To generate labels for all of your customers, click the “Both” button. Do not select any information in the top
section of the form.
6.
Be sure that you have loaded the appropriate mailing labels in your printer.
7.
To preview and/or print the labels, see Previewing/Printing a Report at the end of this section.
Previewing/Printing a Report
Some reports require that you specify certain parameters, such as dates, zip codes, etc. In these cases, a button such
as “Enter Date Range” or “Select Contracts” will be displayed. Select the button, and enter the required information.
To preview a report,
click the Preview button.
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