Vendor Purchase Analysis reports allow users to compare vendor purchase data for a selected week with purchase data from the same week last year. Current year-to-date activity is also reported.
Reports are available in summary format for both parent and child profit centers.
When you select Vendor Purchase Analysis reports, the system displays the following report criteria screen:
The following selection criteria allow you to specify the week you want to compare on the report and the way the report is viewed.
Enter the Vendor number or use the search procedure to view a drop-down list of vendors that match the criteria you enter in the Vendor Number edit box, if any. You may then select the vendor number by clicking the appropriate listing. Leave this field empty to include all vendors in the selection process.
Enter the ending date for the week you wish to compare. You must make an entry in this field and it must be in mm/dd/yy format. For example:
01/10/99
Note: You do not need to know the exact Week End Date. The system will find the actual End date for any date you enter. If you do not enter a date, the system defaults to the current system date.
You may specify how you want to view and/or print the report by choosing from the following selections:
· View Report Directly
· Condense Print
· Print Directly to LPN
· Display/Print Selection Page
Note: Vendor Purchase Analysis reports print in Landscape format.
The following information is listed on Vendor Purchase Analysis reports:
Vendor Name
This Period Date
Last Year Date
YTD
Cost
Retail
GP%
% Total
Profit Center
Final Total
The column headings are as follows:
Vendor
The report displays the vendor for which the corresponding column information pertains.
This Period Date
The columns beneath the This Period Date heading refer to vendor purchase data pertaining to the current specified week.
Last Year Date
The columns beneath the Last Year Date heading refer to vendor purchase data pertaining to the specified week last year.
Year-To-Date
The columns beneath the Year-to-Date (YTD) heading refer to vendor purchase data for the current year through the selected week.
The report columns are as follows:
Cost
The Cost column displays the purchase cost value for the corresponding vendor during the specified week. YTD Cost column values are the sum of all purchase cost values for the corresponding vendor for the current year. Values are rounded to two (2) places after the decimal.
Retail
The Retail column displays the purchase retail value for the corresponding vendor during the specified week. YTD Retail column values are the sum of all purchase retail values for the corresponding vendor for the current year. Values are rounded to two (2) places after the decimal.
Gross Profit Percent
Gross Profit Percent values are calculated by using the following formula:
((Y X) /Y) * 100
X = the Cost column value for the vendor.
Y = the corresponding Retail column value for the vendor.
Percent Total
Margin values are used to calculate % Total values. Margin (Retail Cost) values are calculated by the system and are not displayed on Vendor Purchase Analysis reports.
The following formula is used to calculate the % Total column:
(X / Y) * 100
X = the vendor margin value.
Y = the total profit center margin (Retail Total value Cost Total value).
For example: The Cost column value is 140 and the Retail column value is 290. The Total Cost column value is 410 and the Retail Total column value is 970.
The individual vendor margin value is 290 140 = 150.
The total margin value is 970 410 = 560
The % Total value is (150 / 560) * 100 = 26.79
% Total values are rounded to two (2) places after the decimal. Since percent values are rounded, they may add up to more than 100%.
The following sections are listed on the report:
Profit Center
The report displays the name and number of the profit center represented by the corresponding report data.
If a profit center has a child profit center, it appears as a hyperlink. Clicking on the hyperlink allows you to view Vendor Purchase Analysis reports for child profit centers.
Merchandise Category
The Merchandise Category rows describe the vendor purchase data for the specified week at the profit center.
Final Totals
Final Totals are figured as follows:
Totals for Cost, Retail, and % Total columns are the sum of the corresponding column values.
Note: Because % Total values are rounded, the total may add up to more than 100%.
Total GP% values are calculated using the following formula:
((Y X ) / Y) * 100
X = the Total Cost value.
Y = the Total Retail value.
If a profit center has child profit centers, you may click on the parent profit centers hyperlink on the Vendor Purchase Analysis report to view report information for its child profit centers.
The Vendor Purchase Analysis child report is based on the same selection criteria you entered for the parent profit center.
Vendor purchase information for each child profit center is displayed for the same weeks depicted on the parent report.
The following information is listed on Vendor Purchase Analysis child reports:
Vendor Name
This Period Date
Last Year Date
YTD
Cost
Retail
GP %
% Total
Profit Center
Store Total
Final Total
The column headings are as follows:
Vendor
The report displays the vendor for which the corresponding column information pertains.
This Period Date
The columns beneath the This Period Date heading refer to vendor purchase data pertaining to the current specified week.
Last Year Date
The columns beneath the Last Year Date heading refer to vendor purchase data pertaining to the specified week last year.
Year-To-Date
The columns beneath the Year-to-Date (YTD) heading refer to vendor purchase data for the current year through the selected week.
The report columns are as follows:
Cost
The Cost column displays the purchase cost value for the corresponding vendor during the specified week. YTD Cost column values are the sum of all purchase cost values for the corresponding vendor for the current year. Values are rounded to two (2) places after the decimal.
Retail
The Retail column displays the purchase retail value for the corresponding vendor during the specified week. YTD Retail column values are the sum of all purchase retail values for the corresponding vendor for the current year. Values are rounded to two (2) places after the decimal.
Gross Profit Percent
Gross Profit Percent values are calculated by using the following formula:
((Y X) /Y) * 100
X = the Cost column value for the vendor.
Y = the corresponding Retail column value for the vendor.
Percent Total
Margin values are used to calculate % Total values. Margin (Retail Cost) values are calculated by the system and are not displayed on Vendor Purchase Analysis reports.
The following formula is used to calculate the % Total column:
(X / Y) * 100
X = the vendor margin value.
Y = the total profit center margin (Retail Total value Cost Total value).
% Total values are rounded to two (2) places after the decimal. Since percent values are rounded, they may add up to more than 100%.
The following sections are listed on the report:
Profit Center
The report displays the name and number of the profit center represented by the corresponding report data.
Merchandise Category
The Merchandise Category rows describe the vendor purchase data for the specified week at the profit center.
Store Totals
Store Totals are figured as follows:
Store Totals for Cost, Retail, and % Total columns are the sum of the corresponding column values.
Note: Because % Total values are rounded, the Store Total may add up to more than 100%.
Store Total GP% values are calculated using the following formula:
((Y X ) / Y) * 100
X = the Store Total Cost value.
Y = the Store Total Retail value.
Final Totals
Final Totals for Cost and Retail columns are the sum of all corresponding Store Total values.
Final Total GP% values are calculated by using the following formula:
((Y X) / Y) * 100
X = the sum of all Store Total Cost columns.
Y = the sum of all Store Total Retail columns.
Final % Total values for each profit center are calculated by using the following formula:
(X / Y)
X = the total store margin value (Store Total Retail Store Total Cost). Note: Margin values are calculated by the system and are not printed on Vendor Purchase Analysis reports.
Y = the sum of all Store margin values.
Note: Because % Total values are rounded, the Final Total may add up to more than 100%.
You may notice a slight rounding difference between totals on detail and summary reports. Click here to see why.