You can obtain the statistics of item groups in the form of a graph and data in Microsoft Excel at Purchase/Statistics/Statistics/Item group. The statistics provides information such as costs, costs percentage, margin, and markup percentage for item groups.
You can filter the statistics of item groups that you want to display. To filter for statistics of item groups, you can specify one or more of the following criteria and click Start. The statistics of item groups that matches the filter criteria you specified is then displayed in the form a graph and data.
Type or select a range of dates to display the statistics of item groups for the selected date range. Select the All check box to display the statistics of item groups for all dates.
Note: Typing or selecting only the start date will display the statistics for the selected date and later dates. Typing or selecting only the end date will display the statistics for the selected date and earlier dates.
Type or select an item group or a range of item groups to display the statistics for the selected item group(s). Select the All check box to display the statistics for all item groups.
The following options are available only when the Advanced button is clicked.
Type or select a range of fulfillment dates to display the statistics of item groups with the selected fulfillment date range. Select the All check box to display the statistics of item groups with any fulfillment date.
Note: Typing or selecting only the start date will display the statistics of item groups with the selected fulfillment date and later dates. Typing or selecting only the end date will display the statistics of item groups with the selected fulfillment date and earlier dates.
Type or select a purchase order or a range of purchase orders to display the statistics of item groups with items quoted in the selected purchase order(s). Select the All check box to display the statistics of item groups with items quoted in any purchase order.
Type or select a your reference number or a range of your reference numbers to display the statistics of item groups with the selected your reference number(s). Select the All check box to display the statistics of item groups with any your reference number.
Type or select an item to display the statistics of item group with the selected item. Select the All check box to display the statistics of item groups with any item.
Select a warehouse to display its statistics of item groups with items belonging to the selected warehouse. Select the All check box to display the statistics of item groups with items belonging to any warehouse.
Select a supplier to display the statistics of item groups for the selected supplier. Select the All check box to display the statistics of item groups for any supplier.
Select a classification to display the statistics of item groups with supplier(s) belonging to the selected account classification. Select the All check box to display the statistics of item groups with supplier(s) belonging to any account classification.
Select a country to display the statistics of item groups with supplier(s) with the selected country. Select the All check box to display the statistics of item groups with supplier(s) with any country.
Select a resource to display the statistics of item groups with items linked to the selected resource. Select the All check box to display the statistics of item groups with items linked to any resource.
Select a cost center to display the statistics of item groups with items linked to the resource belonging to the selected cost center. Select the All check box to display the statistics of item groups with items linked to the resource belonging to any cost center.
Select the assortment(s) to display the statistics of item groups with items linked to the selected assortment(s).
Note: The Assortment boxes displayed depend on the number of assortments defined at Purchase/Items/Assortments or System/General/Settings,
under Item data settings. For example, if three assortments are defined, three Assortment boxes will be displayed.
This section is available only when the Advanced button is clicked.
Select Costs to display the statistics of item groups by costs. Select Quantity to display the statistics of item groups by quantity.
Note: If Quantity is selected, Unit becomes available.
Select Purchase units or Sales units to display the statistics of item groups by the corresponding units.
Select Current year to display the statistics of item groups for the current year. Select Previous year to compare the current year’s statistics of item groups with the previous year’s statistics. Select Planning to compare the current year’s statistics of item groups with the planning details.
This option is available if you have selected Current year for Comparison. Select one of the following:
This option is available if you have selected Previous year for Comparison. Select one of the following:
This option is available if you have selected Planning for Comparison. Select one of the following:
Select the Selection criteria check box to display the selection criteria in the statistics of item groups that will be displayed in Microsoft Excel.
Select All to include all details in the statistics of item groups being displayed. Select Item revenue to include revenue of items in the statistics of item groups being displayed.
Click Start to display the statistics of item groups in the form of a graph and data in Microsoft Excel based on the specified criteria. See the example below for the statistics of item groups:
Click Advanced for advanced filter options. Click Simple for simple filter options.
Click Close to exit.
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