Forecasting and Performance Reports

Product Performance Report (Ordered Totals)

How to print: Select Ordered Product Performance by Ascending Items, Ordered Product Performance by Descending Total Dollars, or Ordered Product Performance by Order Type 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 ordered during this date range, based on the Entered date for the order.

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

• Ordered by Items Ascending: The report lists items and SKU’s ordered during the selected date range in alphanumeric order by item code and SKU.

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

• Ordered by Order Type: The report lists items and SKU’s ordered during the selected date range sorted first by order type, and then in alphanumeric order by item code and SKU.

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 ordered during the date range (and for an order of the indicated order type, if you selected the Ordered Product Performance by Order Type sort option):

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

Note:

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

• The Update Demand for Order Maintenance Transactions (C72) system control value does not affect the items or totals listed on this report. Items you add to orders after initial item entry, including exchange items added in order maintenance or through Work with Return Authorizations, are included on the report regardless of the setting of the system control value.

• The Demand Update for Non-Inventoried Items (E59) system control value does not affect the items or totals listed on this report. Non-inventory items are included on the report regardless of the setting of the system control value.

• 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.

• Order Quantity: The total quantity of the item/SKU ordered during the selected date range. This total quantity is not reduced by any order lines that were sold out or canceled (unless the cancel reason code is flagged to reduce demand), does not include any Lost sales entered at the Display Item Availability Screen, and does not include returns created by entering a negative quantity.

• Merchandise Amount Ordered: The total value of all order lines entered for the item/SKU during the selected date range. This total is based on the actually selling price after applying any repricing or other discounts, and does not include the value of order lines that were sold out or canceled with a cancel reason code flagged to reduce demand or returns created by entering a negative quantity.

• Percent of Total Net Amount: The Merchandise Amount Ordered for this item or SKU, divided by the total Merchandise Amount Ordered 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 Anount: Calculated by adding the totals for all orders included on the report:

• the total merchandise value ordered of the item or SKU for each order that includes the item or SKU

• the total tax charged for all order lines of the item or SKU for each order 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 order that includes the item or SKU

Example:

The report includes an order of four items with merchandise values of $100.00 each, so each item represents 25% of the total merchandise value.

The total freight, additional freight, handling, and additional charges 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 on the order, resulting in $12.50 (25% of $50.00) to each.

Note: Tax is not prorated across the items; instead, the total tax amount charged for all order 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. Alternatively, another item might have less tax if it has been canceled or sold out on orders included on the report.

Result Merchandise Plus Charges Amount:

• 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 orders included on the report, since the calculation does not include the total tax for the order ship to; it includes only the tax amount from the order detail lines.

• Percent of Total Gross Amount (Percentage of Total Gross Dollars): 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 Order Qtuantiy.

• 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 Order totals are normally zero for items you do not actually stock in inventory, such as main set items, non-inventory items (including subscription items, or membership items if they are flagged as non-inventory), and drop ship items.

• Total for order type: (included only when you select the Ordered by Order Type option):

• Merch Dollars Ordered: The total dollar value of all order lines entered for all items and SKU’s for the order type, based on the actually selling price after applying any repricing or other discounts.

• Merchandise Plus Charges Amount: The total Merchandise Plus Charges Amount for all items for the order type.

• Final Totals:

• Merchandise Amount Ordered: The total value of all order lines entered for all items and SKU’s included on the report, based on the actually selling price after applying any repricing or other discounts.

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

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.

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

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 main set 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.

• 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 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).

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 main set 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.

Campaign Performance Report (PCPR)

How to print: Complete the Campaign Performance Report Screen.

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

Contents:

Selection criteria:

• Date range: The Start date and End date you entered at the Campaign Performance Report Screen.

• Source Category: The Source category you entered at the Campaign Performance Report Screen. If you did not select a category, the report indicates a selection of ALL.

• Drop code: The Drop code you entered at the Campaign Performance Report Screen. If you did not select a drop code, the report indicates a selection of ALL.

• Report: The selection in the Ordered/Shipped field at the Campaign Performance Report Screen.

For each source code included on the report: The following are broken out by source category. The report lists source codes that are not assigned to a category first:

• Source: Source code

• Description: Source code description

• Gross Input: The Proj names (Projected names) specified for the source code

• Net Output: The Gross circ (Gross circulation) specified for the source code

• Net Quantity Mailed (Net quantity mailed): The Net circ (Net circulation) specified for the source code

• Net % Mailed: The source code’s Net circ (Net circulation) divided by the Gross circ (Gross circulation)

• List Cost: The List cost specified for the source code

• Total Orders: The total number of orders placed during the selected date range for this source code. Note:

• Includes orders of any status except Suspended and Error.

• Canceled or completely sold out orders are not subtracted from this total.

• A multi-recipient order is counted once, not separately for each shipping address.

• Returns created by entering a new order with a negative item quantity increase this total.

• Unique Orders: The total number of orders placed by different customers during the selected date range for this source code. Calculated the same way as the Total Orders, except that if the same customer places more than one order during the date range, only the first order for the customer is counted. Incremented only if it is a unique customer placing the order (customer sold to) rather than a unique customer receiving the order.

• Multiple Factor: The Total Orders divided by the Unique Orders.

• Order Response Rate: The Total Orders divided by the Net Quantity Mailed.

• Net Merchandise Plus Charges (Net merchandise plus freight, additional freight, handling, tax, and additional charges): The calculation of this field varies depending on your selection in the Ordered/Shipped field at theCampaign Performance Report Screen:

• Ordered Dollars: The total amount charged for merchandise, freight, taxes, handling, additional charges, and additional freight for orders created during the selected date range for this source code. The total includes the extended price (plus any related tax, freight, and other charges) of all items ordered, and is reduced by returns creating by entering a negative quantity and cancellations flagged to reduce demand; however, this total is not reduced when you sell out an order detail line, use a cancel reason that is not flagged to reduce demand, or process a return in order maintenance or through the return authorizations module. Also, the total includes the value of any exchange items or items added in order maintenance, regardless of the setting of the Update Demand for Order Maintenance Transactions (C72) system control value.

• Shipped Dollars: The total amount billed to date for merchandise, freight, taxes, handling, additional charges, and additional freight for orders created during the selected date range for this source code. This total is net of all returns against these orders, regardless of how you processed the returns.

Note: The total Net Merchandise Plus Charges is negative if you use a special source code for returns you process by entering a new order for a negative quantity.

• Average Order: The Net Merchandise Plus Charges divided by Total Orders. The report lists an average order of 0.00 if the average order value was less thank zero (for example, if you use a special source code for returns you process by entering a new order for a negative quantity).

• Amount Per Book: The Net Merchandise Plus Charges divided by the Net Quantity Mailed. The report lists an Amount Per Book of 0.00 if the actual result was less than zero (for example, if you use a special source code for returns you process by entering a new order for a negative quantity).

• Unique Response Rate (Unique response rate): The Unique Orders divided by the Net Quantity Mailed times 100, or (Unique Orders / Net Qty Mailed) + 100. Presented as a percentage. The report lists a Unique Response Rate of 0.0% if the actual result was less than zero (for example, if you use a special source code for returns you process by entering a new order for a negative quantity).

• Unique Average Order: The Net Merchandise Plus Charges divided by Unique Orders. The report lists a Unique Average Order of 0.00 if the actual result was less than zero (for example, if you use a special source code for returns you process by entering a new order for a negative quantity).

• Catalog Request Total: The total number of catalog requests printed for the source code during the selected date range. Derived from the Catalog Request History file; see Catalog Request History Options for a discussion.

• Cat Request Response: The Catalog Request Total divided by the Net Quantity Mailed times 100, or (Catalog Request Total / Net Quantity Mailed) * 100. Presented as a percentage.

• Combined Request Plus Orders (Catalog request plus orders): The Catalog Request Total plus the Total Orders.

• Combined Response Rate: The Catalog Request Total divided by the Net Quantity Mailed times 100, or (Catalog Request Total/Net Quantity Mailed) * 100. Presented as a percentage.

Totals for Source Category: Each of the above totals, calculated for all source codes within a source category, or a source category of blank for source codes not assigned to a category.

Final Totals: Each of the above totals, calculated for all source codes included in the report.

Promotion Analysis Report

How to print: Complete the Print Promotion Analysis Report Screen.

Based on Order Promotion table: This report is based on the records in the Order Promotion table. The system creates records in this table when a user applies a promotion to an order, or if the CWOrderIn message specifies the promotion when the order is created through the order API.

When a promotion applies automatically to an order, it does not create a record in the Order Promotion table, and it is not included in this report.

Required entry? A promotion is included in the report when you run the report by date range regardless of whether its Required entry flag is selected; however, you cannot run the report for a single promotion unless the promotion’s Required entry flag is selected.

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

Note: This 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.

Troubleshooting

Things to check if no report is generated, or if the report does not include all the promotions you expected:

• Date range:

• Promotion start date must be within Start and End dates: When you generate the report for a range of dates, a promotion is included only if its current start date is within the Start date and End date selected at the Print Promotion Analysis Report Screen. For example, if the date range for a promotion is 6/30 through 7/31, and you generate the report for 5/15 through 7/31, the promotion is not included.

• If you change the promotion’s date range:

• If promotion is not included based on current start date: The report uses the promotion’s current start when determining whether to include the report. If you change the promotion’s date range, it might not be eligible for inclusion in the report, even if the promotion applied to orders during that period.

• If promotion is included based on current start date, but was applied to orders outside of that date range: If you have changed the date range for a promotion and the promotion was applied to orders outside of the current date range specified for the promotion, all orders are included on the report. For example, if the current date range for the report is 7/1 through 7/15, but the promotion was applied to orders during 6/1 through 6/12 before you set the current date range, the orders from 6/1 through 6/12 are included on the report.

Notes on Order Information Included in the Report

Automatically-applied promotions excluded: The report includes promotions only if they were entered manually in order entry or specified in the CWOrderIn message through the order API. Promotions that apply automatically are not included.

Canceled orders: If you cancel an order using a cancel reason code flagged to reduce demand, the ordered quantity for the order lines is set to zero. As a result, the order is still included in the # Orders and % Ord columns, but the order lines, units, merchandise, and discounts are not included in any of the other columns on the report.

If you cancel an order using a cancel reason code that is not flagged to reduce demand, the order is still included in all the columns on the report.

Canceled lines and units: If the cancel reason code is flagged:

• To reduce demand: Lines and units are not included in the totals.

• Not to reduce demand: Lines and units are included in the totals.

Other order and line statuses:

• Quotes are not included.

• Orders that are in error or suspended status are not included.

• Orders that are in open, held, and closed status are included, unless the order is in closed status because it was canceled with a reason code flagged to reduce demand, as described above.

• Sold out orders and lines are included.

Multi-recipient orders: Each ship-to on an order counts as a separate order on the report.

Message-only promotions: Promotions are included on the report even if they do not apply benefits such as discounts, freight upgrades, or free gifts, provided they meet the criteria described above.

When an order uses more than one promotion: The order is included in the totals for each promotion that applies. As a result, the report totals are increased for each order that uses multiple promotions, as in the following example.

Example:

An order promotion and a freight promotion apply to 3 orders:

• order 100001 uses the order promotion

• order 100002 uses the freight promotion

• order 100003 uses both the order and the freight promotion

Each order includes 1 line for 5 units for a merchandise total of $100 on each.

Result: The Promotion Analysis report includes the following totals for both the order promotion and the freight promotion, because each includes 2 orders:

• # orders:

- order promotion: 2 (100001 and 100003)

- freight promotion: 2 (100002 and 100003)

• # lines: 2 for each promotion

• # units: 10 for each promotion

• Merch $: $200 for each promotion

• % Ord: 50% for each promotion

As a result, you cannot reconcile the report totals with the actual number of orders using the promotions. For example, if these were the only 2 promotions on the report, then the report totals would be:

• # orders: 4

• # lines: 4

• # units: 20

• Merch $: $400

Report Contents

• Date range: The Start date and End date you entered at the Print Promotion Analysis Report Screen to specify the start dates to include. These fields are blank if you selected a promotion instead of a date range.

For each promotion included on the report:

• Promotion: The code identifying the promotion. The description of the promotion is to the right (unlabeled column), and is truncated if it exceeds the allotted space.

• Promotion Type: A one-position code identifying the promotion type. Possible types are:

• A = additional freight

• B = BOGO

• C = item category

• F = freight

• O = order

• T = tiered

• ’ ’ (blank) = message-only

• Start Date: The current Start date specified for the promotion. A promotion is included in the report only if its current Start date is on or after the Start date from specified at the Print Promotion Analysis Report Screen, and not later than the End date specified.

• End Date: The current End date specified for the promotion.

Note: If you change the date range for a promotion, the orders included on the report might have been created in a different range than the range selected at the Print Promotion Analysis Report Screen or listed on the report for the promotion.

About the remaining fields: The following fields are based on orders that have had the promotion applied, creating a record in the Order Promotion table, provided the order is not a quote or in error or suspended status. See the Notes on Order Information Included in the Report for more background.

• Date of First Order: The date of the first order to have the promotion applied. Based on the order date (for example, the order_date specified in the CWOrderIn message, or the Order date specified at the Work with Order screen in order entry).

• Number of Orders: The total number of orders that have had the promotion applied,. Includes canceled orders, regardless of whether the cancel reason codes were flagged to reduce demand. Excludes quotes and orders in error or suspended status.

Note: If more than one promotion is applied to the same order, the order is included in the Number of Orders, Number of Lines, Number of Units, and Merchandise Amount total for each of the promotions.

• Number of Lines: The total number of order lines on orders that have the promotion applied, Includes canceled orders or canceled lines only if the cancel reason codes were not flagged to reduce demand. This information is included even if the promotion does not discount an order line (for example, a freight or additional freight promotion, a discount applied through an additional charge code, or a free gift added through a tiered or BOGO promotion).

• Number of Units: The total number of units on orders that have the promotion applied, Includes canceled orders, lines, or units only if the cancel reason codes were not flagged to reduce demand. This information is included even if the promotion does not discount items on order lines (for example, a freight or additional freight promotion, a discount applied through an additional charge code, or a free gift added through a tiered or BOGO promotion).

• Merchandise Amount: The merchandise total of orders that have the promotion applied. This is the actual merchandise total after applying any discounts, including promotion discounts. Not restricted to items that were discounted through the promotion. Includes canceled orders, lines, or units only if the cancel reason codes were not flagged to reduce demand.

• Average Amount: The average merchandise total of orders that have the promotion applied. Calculated by dividing the Merchandise Amount by the Number of Orders.

• Average Number of Lines: The average number of order lines on orders that have the promotion applied. Calculated by dividing the Number of Lines by the Number of Orders.

• Discount Amount: The total discount amount applied directly to order lines by the promotion, which typically is the difference between the extended pre-discount price and the selling price of the order lines. If the promotion did not apply any discount amount directly to order lines, the Discount Amount is 0.00. This amount is 0.00 for:

• free gifts added through a BOGO or tiered promotion

• freight or additional freight discounts

• freight upgrades

• discounts applied through additional charge codes

• Percentage of Orders: The percentage of orders whose totals are included on the report that have the promotion applied. Note:

• The percentage is 100.00 if you generated the report for a specified promotion rather than for a range of dates.

• The percentage calculation includes all orders that have the promotion applied, even if multiple promotions apply to a single order. See above under Notes on Order Information Included in the Report for a discussion and example.

• Percentage of Amount: Includes canceled orders only if the cancel reason codes were not flagged to reduce demand. Note:

• The percentage is 100.00 if you generated the report for a specified promotion rather than for a range of dates.

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