Purpose: Use the Sales Summary page to review the total merchandise value, number of invoices, and average invoice amount billed for the current day, week, or month.
Totals are displayed in tiles at the top of the page, and are broken out by order type below, with bar charts illustrating the percentages of merchandise value billed for each order type. If your company supports fulfilling orders through integration with Order Broker, totals are broken out by delivery type as well, including store pickup, delivery, retail pickup, and ship-for-pickup. Orders that originated in Order Management System and shipped to the customer are listed as direct delivery.
How to display: Select Sales Summary from a menu, or highlight the Sales Summary tile at the Home page and select View Report.
Note:
• ALLOW authority to the Sales Summary (DSSS) menu option is required for access to this page.
• The totals displayed on this page may be different from those displayed in the Sales Summary option in Classic View.
Which invoices are included? The totals displayed on this screen include Invoice Ship To records for regular (debit) invoices and their merchandise totals only. This screen does not include:
• Returns, credits, or discounts applied after shipment.
• Freight, tax, handling, or other charges.
• Any invoice with a merchandise total of $0.00.
• If an order originated in Order Management System, was submitted to Order Broker for fulfillment assignment, and Order Broker assigned it back to Order Management System to ship from the warehouse, only the originating order is included. This situation can occur if Use OROB for Fulfillment Assignment (M31) is selected.
How is the invoice date determined? This screen organizes sales totals based on the Invoice date from the Invoice Ship To record. This date is from the Start date from the BILL_ASYNC job if the Use Async Start Date for Billing Transactions (E95) system control value is selected. If the background jobs are running using a previous date because they are not stopped and restarted daily, then the invoices billed today are included under that previous date, not under Today.
Note: If an invoice has a future date, it is included in the current week and month totals, if applicable. It is possible for an invoice to have a future date if, for example, Order Broker passed a future shipment date in a status response message because the shipment is prepped and ready to go the next morning.
How is the number of sales calculated? The total number of sales for a period, order type, or entity is from the total number of Invoice Ship To records billed. This total:
• Excludes (is not net of) credit invoices, such as an invoice created by processing a return. For example, if you process 1000 shipments, 50 returns, and 10 discount credits after shipment, the total displayed here is still 1000.
• Does not include any invoice with a merchandise total of $0.00.
Not included at the Sales Summary page: The Sales Summary page totals also do not include a fulfilling order for the original order when Use OROB for Fulfillment Assignment (M31) is selected. In this scenario:
• An order originates in Order Management System.
• Order Management System submits to Order Broker for fulfillment.
• Order Broker assigns the order back to Order Management System.
• Order Management System creates an additional, fulfilling order to fulfill the original order.
How is the sales amount calculated? The total sales amount for a period, order type, or entity is from the total dollar value of merchandise billed for the period, based on actual selling price. This total:
• Excludes (is not net of) returns, credits, or discounts applied after shipment.
• Does not include freight, tax, handling, or other charges.
• Includes a two-position decimal.
For more information:
• Sales Summary Options for step-by-step instructions on the actions you can perform on the Sales Summary page.
• Fields on Sales Summary for a description of the fields on the Sales Summary page.
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