Product Performance Report (Shipped Totals)

How to print: Select Shipped Product Performance by Ascending Items or Shipped Product Performance by Descending Total Dollars at the Product Performance Reports Screen.

For more information: See the sample report in PDF format.

Note: When you generate the report by ascending items or by descending total dollars, the report is also available as a spreadsheet file, which you can open in a spreadsheet application such as Microsoft Excel®. See Reports Available in Spreadsheet Format for more information.

Contents:

Selection criteria:

• Date range: The Start Date and End Date you entered at the Product Performance Reports Screen. The report includes items and SKUs that were shipped during this date range, based on the Entered date for the order.

• Report: The selected Report Option at the Product Performance Reports Screen:

- Shipped Product Performance by Ascending Items: The report lists items and SKU’s shipped during the selected date range in alphanumeric order by item code and SKU.

- Shipped by Descending Total Dollars: The report lists items and SKU’s shipped during the selected date range beginning with the item/SKU with the highest Merchandise Dollars Shipped for the selected date range and descending to the item/SKU with the lowest Merchandise Dollars Shipped.

- Shipped by Order Type = The report lists items sorted first by the order type on which they were ordered and shipped, and then in descending order by shipped quantity

Order Type (included only if you selected the Ordered by Order Type report option): Indicates the order type code and the order type description. Order types are defined in and validated against the Order Type table. See Establishing Order Types (WOTY) for more information.

For each item shipped during the date range (and for an order of the indicated order type, if you selected the Ordered by Order Type sort option):

• Item: The code identifying an item shipped during the selected date range.

Note: In the case of a set item, the item listed on the report is the set master item, not its component items. Components of sets are included on the report only if you sell them as stand-alone items, and the shipped totals reflect only those orders where the components were ordered independently. See Working with Sets for background on working with set items.

• SKU: The item’s unique characteristics, such as its color or size.

• Item Description: The description of the item. May be truncated to fewer positions based on the total width of the characters. This is the item description, even for SKU’d items; the SKU description does not print.

• Ship Quantity: The total quantity of the item/SKU shipped during the selected date range. This total quantity is not reduced by any returns or exchanges.

• Merchandise Amount Shipped: The total value of all order lines shipped for the item/SKU during the selected date range. This total is based on the actual selling price after applying any repricing or other discounts, but is not reduced by any discounts applied after shipment using the Discount option in order maintenance.

• Percent of Total Net Amount: The Merchandise Amount Shipped for this item or SKU, divided by the total Merchandise Amount Shipped for all items and SKU’s included on the report. The resulting percentage is rounded up or down to one decimal position. For example, a value of 12.123 is rounded to 12.1.

• Merchandise Plus Charges Amount: Calculated by adding the totals for shipments included on the report:

- the total merchandise value shipped of the item or SKU on each invoice that includes the item or SKU

- the total tax billed for all order lines of the item or SKU on each invoice that includes the item or SKU

- the total Freight, Additional freight, Handling, and Additional charges for all orders that include the item or SKU, times the percentage of the total merchandise value of the invoice that includes the item or SKU

Example:

The report includes a shipment of four items with merchandise values of $100.00 each, so each item represents 25% of the total merchandise value shipped. The total freight, additional freight, handling, and additional charges billed are $50.00: • Freight = 30.00 • Additional freight = 0 • Handling = 10.00 • Additional charges = 10.00 These total charges of $50.00 are prorated across the items, resulting in $12.50 (25% of $50.00) to each. Note: Tax is not prorated across the items; instead, the total tax amount billed for all invoice detail lines is added to the total for each item: • Item A: $10.00 tax • Item B: $5.00 tax • Item C: $20.00 tax • Item D: $0.00 tax Note: One item might have more tax than another if, for example, there are special handling or gift wrap charges for order lines, and you tax handling. Result Merch +: • Item A: $122.50 ($100.00 merch + $12.50 prorated charges + $10.00 tax) • Item B: $117.50 ($100.00 merch + $12.50 prorated charges + $5.00 tax) • Item C: $132.50 ($100.00 merch + $12.50 prorated charges + $20.00 tax) • Item D: $112.50 ($100.00 merch + $12.50 prorated charges + $0.00 tax)

Note: If you tax freight and handling, the total Merchandise Plus Charges Amount on the report will not be consistent with the total value of shipments included on the report, since the calculation does not include the total tax for the invoice ship to; it includes only the tax amount from the invoice detail lines.

• Percent of Total Gross Amount: The Merchandise Plus Charges Amount for this item or SKU, divided by the total Merchandise Plus Charges Amount for all items and SKU’s included on the report. The resulting percentage is rounded up or down to one decimal position. For example, a value of 12.123 is rounded to 12.1.

• Average Amount Per Item: The Merchandise Plus Charges Amount for the item or SKU divided by the Ship Quantity.

• Quantity Available: The current available quantity for the item or SKU as of the date and time when you generated the report (not during the date range selected for the report). This is the quantity of this item or SKU currently available to sell in all allocatable warehouses, and includes only reservable locations, not locations defined as defective or return-to-vendor. Item availability is calculated as follows: On hand - Protected - Reserved - Reserve Transfer - Backordered = Quantity available

• Quantity on Backorder: The current quantity of the item or SKU ordered but not available as of the date and time when you generated the report (not during the date range selected for the report).

• Quantity on Open Purchase Orders: The current quantity on open (unreceived) purchase orders for the item or SKU as of the date and time when you generated the report (not during the date range selected for the report).

Note: The Quantity Available, Quantity on Backorder, and Quantity on Open Purchase Orders totals are normally zero for items you do not actually stock in inventory, such as set master items, non-inventory items (including subscription items, or membership items if they are flagged as non-inventory), and drop ship items.

• Final Totals:

- Merchandise Amount Shipped: The total value of all order lines shipped for all items and SKU’s included on the report, based on the actual selling price after applying any repricing or other discounts, but not reduced by any discounts applied after shipment using the Discount option in order maintenance.

- Merchandise Plus Charges Amount: The total Merchandise Plus Charges Amount for all items included on the report.