Profit Reports by Account, Transaction, and Order Inputter!

[lsmith]

Hi there, this is an issue which has been driving me up the wall for months now, and I would be so grateful if someone could offer a simple solution!

I've been running Sage Line 50 v11 for 3 years now, and have recently upgraded to v12. I run Windows XP.

The business involves buying and selling products at varying cost and selling prices, sometimes there will be varying costs on stock held on the same product codes depending on time of purchase, supplier etc.

For this reason, to date, the only way that I can obtain reliable Gross Profit figures for the month is to run the Products>Reports>ProductProfitReports>ProductPeriodProfit(by transaction) Report.

This breaks down exactly how much GP I have made per product line, a simple case of Total Sell Price minus Total Cost Price on the goods sold... So far so good. When it was just myself selling product this was sufficient as I knew at a glance how much sales I had achieved.

However! I now have three salespeople selling these products and I am finding it very difficult to be able to analyse their individual profits, other than to keep manual records of profit generated on each sale, which is a real bind. It is also increasingly important for me to be able to see the GP generated by the individual customers too, as the Top Customer facility works off of turnover only which in my business can be very misleading.

Can you point me in the right direction to be able to access this information in a report, the raw information is clearly held within Sage, but accessing it in a coherent simple way is driving me crazy, and I need to be able to assess who in my company is performing well, and which customers are worth concentrating on etc?

I have tried to create my own .srt reports with the report designer, but after hours of tinkering around with it have drawn a blank :-/

To summarise: I ideally need a report that shows the transactions on a given period (usually a month), showing at a minimum:

Date of transaction
Order Taken By (this is the really key thing!)
Customer Account Number
SOP Number
Gross Profit (£)
Gross Profit (%)

Surely this must be a fairly basic feature for most companies to require in order to calculate commissions etc, I'm sure I'm missing something here and would be so grateful for any assistance!

Lorraine

[brucedenney]

This is really very easy...

Use a filter to filter the view of invoices to only show you one salesperson and then run the report yo normally use (only now it will be for the one sales person)

You need to have something on each invoice to indicate which sales person did it...

I would cross check the validity of the reports by having a P&L report to check it as well. It is possible to get wrong costs onto products.

[lsmith]

This is really very easy...

Use a filter to filter the view of invoices to only show you one salesperson and then run the report yo normally use (only now it will be for the one sales person)

You need to have something on each invoice to indicate which sales person did it...

I would cross check the validity of the reports by having a P&L report to check it as well. It is possible to get wrong costs onto products.

Thank you very much for taking the time to post a reponse Barry, it really is appreciated.

I have now run the Invoice Profit Report by Customer (Itemised), and added the "Order Taken By" variable, and it is so close to what I need!

However, the one persistant problem that I have is that for some reason this report (and, as far as I can make out, all of them, except for the Product Profit Report) uses Last Purchase Cost to work out the profit.

This is very significant, for example:

I have x10 of a given product in stock.

x8 are bought @ £10 a unit

the other x2 are bought subsequently @ £20.00, giving me an average cost of £12.00

I sell all x10 at once @ £19 each, making a true gross profit of £70.

The report takes the Last Purchase Price and shows a LOSS of £10.

The above is a fairly typical scenario; imagine this over the hundreds of transactions per month, and you see my problem :S

Bafflingly, even when I add the "Average Cost Price" variable with report designer, it gives me the same information as the Last Purchase Price variable!!

This effect is increasingly pronounced, the older the report period is (as prices rise over time) - the report for this month was only a few % out, I just ran it for january and it was £000s out :S

Is there a different setting I need to activate, or a different report that I need to run?

Hope that's all clear, if you need any other info let me know, i look forward to your response

[brucedenney]

You can rewrite the report or use a different report to not use the last cost price.

Look at the invoice profit reports to see how it is done.