Phases

The Sales Analysis application operates in three distinct phases:

• Initial Setup
• Live Operations
• Recovery Processing

Each of these phases has a specific role in processing data.

Initial Setup

During Initial Setup, master files and system-maintained files can be set up, and transaction history may be entered. This information provides a basis for the Live Operations phase.

Live Operations

In Live Operations, sales data, which may be transferred from Accounts Receivable, Order Entry, and Commission Accounting, provides a basis for the reports and sales inquiry available through this application.

Sales Analysis can produce a variety of reports, including:

• Salesperson Productivity
• Customer Activity
• Product Activity
• Sales By Area
• Detail Sales Analysis
• Sales History
• Sales Comparison
• Sales Percentage
• Units Percentage

Inquiry functions are available to display a variety of sales history information, including history by customer, by product, and by salesperson.

Recovery Processing

As you use the Sales Analysis application, there is a certain day-to-day risk of losing data due to sudden power surges or outages, and other system problems. Recovery Processing is used to manually restore information to system-maintained fields and files that are normally not accessible during the Live Operations phase. Recovery Processing is provided as an aid to your software consultant and should only be accessed by your consultant or under his or her direction.