“Sales by Item Class / Brand / Category / Department” Reports

Reports List from the Menu:

• were added the next Reports to the List:
  • Sales by Item Class Summary;
  • Sales by Brand Summary;
  • Sales by Department Summary;
  • Sales by Category Summary;
• after clicking on the report -> the corresponding form for Report is opened.

“Sales by Item Summary” Report List form:

• Filter panel:
  • were added next filters:
    • Item Class:
      • dropdown with multi check ability;
      • contains the list of Item Classes in the System;
    • Brand:
      • dropdown with multi check ability;
      • contains the list of Brands in the System;
    • Category:
      • dropdown with multi check ability;
      • contains the list of Categories in the System;
    • Department:
      • dropdown with multi check ability;
      • contains the list of Deparments in the System;
• Datagrid and column selector:
  • were added next columns:
    • Item Class;
    • Brand;
    • Category;
    • Department;
  • in the column selector these columns aren’t checked by default;
  • columns are displayed at the Excel.

“Sales by Item Detail” Report List form:

• Filter panel:
  • were added next filters:
    • Item Class:
      • dropdown with multi check ability;
      • contains the list of Item Classes in the System;
    • Brand:
      • dropdown with multi check ability;
      • contains the list of Brands in the System;
    • Category:
      • dropdown with multi check ability;
      • contains the list of Categories in the System;
    • Department:
      • dropdown with multi check ability;
      • contains the list of Deparments in the System;
• Datagrid and column selector:
  • were added next columns:
    • Item Class;
    • Brand;
    • Category;
    • Department;
  • in the column selector these columns aren’t checked by default;
  • columns are displayed at the Excel.

“Sales by Item Class Summary” Report List form:

• Rule:
  • data is grouped by Item Class and by item;
• Filter panel:
  • Date From / To -> required date pickers for separated date;
  • Item Name -> dropdown List;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> dropdown List;
  • Item Class -> dropdown List;
  • Brand -> dropdown List;
  • Category -> dropdown List;
  • Department -> dropdown List;
  • Store -> Dropdown List;
  • “Exclude In Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data for Item Cost;
  • “Show Cost” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid with next columns:
  • checkboxes;
  • Item Class;
  • Sales amount;
  • Credits amount;
  • Discount;
  • Total Sales:
    • Sales amount – Discount;
• if “Show Cost” checkbox is checked:
  • Totals Cost;
  • COGS;
  • Landed Cost;
  • Net Total;
  • Net %;
• at the bottom of the Datagrid are displayed Total values:
  • Sales;
  • Credits;
  • Total Discount;
  • Total Sales;
  • Total Cost;
  • Total COGS;
  • Total Landed Cost;
  • Net Total;
  • Total Net %;
• After double clicking on the row -> the “Sales by Item Summary” Report with filtration by date and by item Class is opened;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

“Sales by Department Summary” Report List form:

• Rule:
  • data is grouped by Department and by item;
• Filter panel:
  • Date From / To -> required date pickers for separated date;
  • Item Name -> dropdown List;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> dropdown List;
  • Item Class -> dropdown List;
  • Brand -> dropdown List;
  • Category -> dropdown List;
  • Department -> dropdown List;
  • Store -> Dropdown List;
  • “Exclude In Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data for Item Cost;
  • “Show Cost” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid with next columns:
  • checkboxes;
  • Department;
  • Sales amount;
  • Credits amount;
  • Discount;
  • Total Sales:
    • Sales amount – Discount;
• if “Show Cost” checkbox is checked:
  • Totals Cost;
  • COGS;
  • Landed Cost;
  • Net Total;
  • Net %;
• at the bottom of the Datagrid are displayed Total values:
  • Sales;
  • Credits;
  • Total Discount;
  • Total Sales;
  • Total Cost;
  • Total COGS;
  • Total Landed Cost;
  • Net Total;
  • Total Net %;
• After double clicking on the row -> the “Sales by Item Summary” Report with filtration by date and by Department is opened;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

“Sales by Brand Summary” Report List form:

• Rule:
  • data is grouped by Brand and by item;
• Filter panel:
  • Date From / To -> required date pickers for separated date;
  • Item Name -> dropdown List;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> dropdown List;
  • Item Class -> dropdown List;
  • Brand -> dropdown List;
  • Category -> dropdown List;
  • Department -> dropdown List;
  • Store -> Dropdown List;
  • “Exclude In Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data for Item Cost;
  • “Show Cost” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid with next columns:
  • checkboxes;
  • Brand;
  • Sales amount;
  • Credits amount;
  • Discount;
  • Total Sales:
    • Sales amount – Discount;
• if “Show Cost” checkbox is checked:
  • Totals Cost;
  • COGS;
  • Landed Cost;
  • Net Total;
  • Net %;
• at the bottom of the Datagrid are displayed Total values:
  • Sales;
  • Credits;
  • Total Discount;
  • Total Sales;
  • Total Cost;
  • Total COGS;
  • Total Landed Cost;
  • Net Total;
  • Total Net %;
• After double clicking on the row -> the “Sales by Item Summary” Report with filtration by date and by Brand is opened;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

“Sales by Category Summary” Report List form:

• Rule:
  • data is grouped by Category and by item;
• Filter panel:
  • Date From / To -> required date pickers for separated date;
  • Item Name -> dropdown List;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> dropdown List;
  • Item Class -> dropdown List;
  • Brand -> dropdown List;
  • Category -> dropdown List;
  • Department -> dropdown List;
  • Store -> Dropdown List;
  • “Exclude In Review” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data for Item Cost;
  • “Show Cost” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid is displayed data without “In Review” Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid with next columns:
  • checkboxes;
  • Category;
  • Sales amount;
  • Credits amount;
  • Discount;
  • Total Sales:
    • Sales amount – Discount;
• if “Show Cost” checkbox is checked:
  • Totals Cost;
  • COGS;
  • Landed Cost;
  • Net Total;
  • Net %;
• at the bottom of the Datagrid are displayed Total values:
  • Sales;
  • Credits;
  • Total Discount;
  • Total Sales;
  • Total Cost;
  • Total COGS;
  • Total Landed Cost;
  • Net Total;
  • Total Net %;
• After double clicking on the row -> the “Sales by Item Summary” Report with filtration by date and by Category is opened;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

OMS Web -> Settings -> Permission:

• were added new permissions to Reports tab -> Reports List:
  • Can View Sales by Item Class Summary Report:
    • if for user the checkbox is unchecked:
      • “Sales by Item Class Summary” Report is hidden from the Report Menu List form;
  • Can View Sales by Department Summary Report:
    • if for user the checkbox is unchecked:
      • “Sales by Department Summary” Report is hidden from the Report Menu List form;
  • Can View Sales by Brand Summary Report:
    • if for user the checkbox is unchecked:
      • “Sales by Brand Summary” Report is hidden from the Report Menu List form;
  • Can View Sales by Category Summary Report:
    • if for user the checkbox is unchecked:
      • “Sales by Category Summary” Report is hidden from the Report Menu List form.