Discount Statistics
This report shows turnover figures for each Customer, both including and excluding any discounts that were offered to them. The discount amounts themselves are also shown. The figures are compiled from Invoices, POS Invoices and Bar Tabs.
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- If necessary, enter here the Customer Number of the Customer (or range of Customers) you wish to include in the report.
- If you use the Detailed option (below) and sort by Customer, you must specify a single Customer here. If you leave the field blank or enter a range of Customers, the report will be empty.
- Customer Class.
- Paste Special
Contact Classifications setting, CRM module (if installed)
- Enter a Classification Code in this field if you want the report to list Customers with a certain Classification. If the field is empty, all Customers, with and without Classification, will be listed. If you enter a number of Classifications separated by commas, only those Customers featuring all the Classifications listed will be shown. If you enter a number of Classifications separated by plus signs (+), all Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), all Customers featuring any Classification except the one listed will be shown.
- For example:
- 1,2
- Lists Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Customers with Classifications 1 or 2.
- !2
- Lists all Customers except those with Classification 2.
- 1,!2
- Lists Customers with Classification 1 but excludes those with Classification 2 (i.e. Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists all Customers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists all Customers except those with Classifications 1 and 2 (Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Customers without Classification 1 and those with Classification 2 (Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Customers with Classifications 1 and 2, and those with Classifications 3 and 4.
- 1*
- Lists Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Customers with Classifications beginning and ending with 1.
- Cust. Category
- Paste Special
Customer Categories setting, Sales Ledger
- Range Reporting Alpha
- If you want to restrict the report to Customers belonging to a particular Customer Category, specify that Category here.
- You can also enter a range of Customer Categories separated by a colon (:). Note however that the field will only accept five characters so you may prefer to specify the range using only the first characters (e.g. "A:M").
- Item
- Paste Special
Item register
- To restrict the report to show the discounts given on sales of a particular Item, specify that Item here.
- Item Group
- Paste Special
Item Group register, Sales Ledger
- To restrict the report to show the discounts given on sales of Items belonging to a particular Item Group, specify that Item Group here.
- Item Classification
- Paste Special
Item Classifications setting, Sales Ledger
- To restrict the report to show the discounts given on sales of Items with a particular Item Classification, specify that Item Classification here. If you enter a number of Classifications separated by commas, the report will only list sales of Items with all the Classifications listed.
- Branch
- Paste Special
Customers in Contact register
- Specify a Branch if you only want to list discounts given in Invoices, POS Invoices and Bar Tabs featuring that Branch. This will be useful if your company has several Branches (e.g. several shops): the Branch where each transaction was created will automatically be recorded (for example, on the 'Del. Terms' card of the Invoice window), taken from the Local Machine setting in the User Settings module.
- Bar Tab Class
- Paste Special
Bar Tab Classes setting, Restaurant module
- Specify a Bar Tab Class if you only want to list discounts given in Bar Tabs featuring that Class. If you specify a Bar Tab Class in the Local Machine setting in the User Settings module on a particular computer or till, it will be copied to all Bar Tabs created on that machine. If you want waiters to be able to change the Class in a particular Bar Tab, add a "Set Tab Class" button to the Bar Tab window.
- Salesman (From Customer)
- Paste Special
Person register, System module
- Use this field if you need the report to list Customers with a particular salesman.
- Object (From Invoice)
- Paste Special Object register, Nominal Ledger/System module
- If you specify an Object here, the figures in the report will be compiled from Invoices featuring that Object. This refers to Objects entered at Invoice level, not those entered in the Invoice rows. If you enter a number of Objects separated by commas, only those Invoices featuring all the Objects listed will be included in the calculations.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter a start and end date for the report. The figures in the report will be compiled from Invoices, POS Invoices and Bar Tabs entered during the period specified here.
- Min Turnover
- To restrict the report to Customers responsible for a turnover (after discount) during the report period greater than a certain figure, enter that figure here.
- Min Gross Profit
- To restrict the report to Customers responsible for a gross profit (after discount) during the report period greater than a certain figure, enter that figure here.
- Sorting
- The report can be sorted by Customer or level of turnover.
- Function
- Specify here the level of detail required in the report.
- Overview
- The report will contain a single-line summary for each Customer, showing the Customer Number and Name, the turnover for the period before discount, the total discount for the period, and the turnover after discount.
- Detailed
- If you choose this option, you must also specify a single Customer in the field above, and you must sort by Customer (if you select this option and sort by turnover, the Overview version of the report will be produced). This option will list the specified Customer's Invoices, POS Invoices and Bar Tabs, showing for each one the total before discount, the discount and the total after discount. You can drill-down to the Invoice, POS Invoice and Bar Tab records by clicking the transaction numbers.
- Function
- These options control the calculation of the turnover figures before discount, as shown in the Overview version of the report when sorted by Customer. Other versions of the report will always use the Sales Price option.
- Sales Price
- The turnover figures before discount will be calculated using the Unit Prices in the relevant Invoice, POS Invoice and Bar Tab rows.
- Base Price
- The turnover figures before discount will be calculated using the Base Prices in the Item records.
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