Analyzing invoice data

Transcription

1 Analyzing invoice data The paid invoice data can be analysed and used in many ways.. on in the main menu to open the window with paid invoices. In the upper part of the window is the filter section, where the data can be filtered in many different ways. Beneath the filter section are different possibilities for manipulating the data. Notice - it is not possible to change invoice data! Data can be transferred to accounts and other places and data can be calculated etc. etc. Example 1 Total sale for the period and shall be calculated. Set the date filter to by RIGHT clicking the date field. Notice that the marking fields have not yet been marked (to avoid starting calculation before all filters have been set). Tip: set the filter by SHIFT and click on Y, m, W and d to get the actual Year, month, week and day Mark the check fields. Now the data in the table will only have records where last pay dates are with and inside the data interval. If is marked the data are filtered on the date where the bills were actually paid. 1

2 To calculate turnover, click the calculator in In the fields are costprice, profit, turnover without and with VAT. In the upper column per customer. are the number of invoices (or customers). Beneath it is the amount sold Example 2 Turnover for the period between and are calculated for a particular part. Set the data filer to Select the part no. that should be calculated on Double click on the part no. to transfere it to the filter section The part number is transferred and marked. The table now shows only records with dates between and and only records with the part number the calculator button to calculate on the records shown in the table. Example 3 If CQ is used as a point of sale several places in a network, the calculation can be done on each point of sale. Turnover for the period between and for a certain point of sale must be calculated! Set the filter to a date period for instance 2

3 Find the column P.O.S Double click Café (as an example) to transfere the name to the P.O.S filter field. Now the table shows records with dates between and and for the Café P.O.S. the calculator Example 4 If a financial report should be send to an address it can be done very simple by mean of a function which is made special for this namely This function calculates the sale in the selected date interval. NOTICE THAT THIS FUNCTION DO NOT USE FILTER FUNCTIONS ONLY THE DATE INTERVAL SO DO NOT MARK ANY OF THE MARKING FIELDS! to calculate the financial statement. In this example the turnover is calculated, number of customers, average sale per customer. If there are more P.O.S each P.O.S is calculated. 3

4 This calculation also calculates on the part numbers selected in the stock. The system offers you to send an . If the answer is Yes - an is generated with the data. Appendix A Use marking lists to mark parts in the stock. It is possible to mark more parts at once by using marking lists At first the marking list must be generated: Right click on the selection fields to open the window with markinglists. on Stock to open the part stock where to mark the parts, which should be attached to the new marking list. 4

5 First remove all markings with a click on so that only new markings are appended to the list. In the part table mark the records that are to be appended to the new list. Close the stock window to go back to the marking list. to generate a new list record in the window 5

6 Write the name of the new list. Here it is Test to attach the marked parts to the list Test Confirm that the parts marked in the stock shall be attached to the list Test. Now close the marking window. From now it is only necessary to click on to select the parts in the list. It is possible to create as many lists as needed and as many part numbers as necessary. Example creation a marking list for the 15 most sold products: Right click on the field on Stock First remove all markings with a click on Insert the number of parts that should be calculated 6

7 RIGHT-CLICK on the lowest curve button Now the 15 most sold parts are marked between and ! Close the Stock window. and make an entry that could be called 15 most sold Yes to save the markings of the 15 most sold parts. Now the parts in the list can be selected by just one click 15 most sold 7