Receivable Company Performance Report and Packing Slip Analysis Report

To be able to keep an eye on quantities and monetary amounts of stock bought and sold during the month, you can use the Receivable Company Performance Report and the Packing Slip Analysis Report.

The Receivable Company Performance Report is similar to the Branch Performance Summary Report You can read here how to interpret the figures for this report: Branch Performance Report and the Receivable Invoice Analysis Report.

The details in the Company Performance Report are similar to the Branch Performance Summary Report, although you can see the figures for all Branches on one report, and therefore match the figures for the selected Company and month to those in the Packing Slip Analysis.

In order to compare the figures from the Packing Slip Analysis Report for a month against the Receivable Company Performance Report, you can take the following selections to ensure that you are including comparable data in each report.

The selections for the Receivable Company Performance Report are easy; select the month and the company you want.

In the selection criteria for the Packing Slip Analysis Report, select the same month and company as for the Receivable Company Performance Report. The fields to take particular care for in your selection criteria are:

• S/o status: Leave this field blank to get all data, and,
• S/o margin status: Select All.

This ensures that you are including all Sales Orders in the report. You do need to select a report order, e.g. Branch, otherwise you should leave all other fields blank to report matching data to the Receivable Company Performance Report.

What you get

On the Receivable Company Performance Report, the Packing Slip Quantity and monetary amount at the top right (see the example below where these numbers are highlighted) should be the same as a total of the Quantity column and Sell Amount column respectively on the Packing Slip Analysis Report.

In the top right section of the Receivable Company Performance Report:

• Add the Stock Quantity for Stock and Non Stock. (Note: Stock is classified as Stock or Non-stock according to the field for Stock Control for each Stock item.) This tells you the total number of stock items that have been sold for the month. In our example below, this is 261.
• Then, add the Packing Slip Amount for Stock and Non Stock. In our example, this is $8493.

Now you can check these figures to the Packing Slip Analysis Report. In our example:

• The Quantity column shows the total number of Stock items sold: 261 in our example.
• The Sell Amount column shows the value of all sold items; e.g. $8493.
• The Cost Amount column shows what you paid for the Stock items that have been sold. That's $2171 in our example below.

These reports are helpful to track the stock quantities sold, and the purchase and sale values for the selected Company and month.