Sales Analysis Settings

Sales Analysis Settings

Microhouse Sales Analysis settings are managed by going to the Settings, Order Entry Options, Integration2 page, then clicking the "Configure Microhouse Integration Providers" button.



  • Use Microhouse Sales Analysis: Check this option to enable the Microhouse Sales Analysis screen. This replaces the standard Costar Sales Analysis screen.
  • Use Document Product Type: Check this option to use the Product Type analysis used when the document was created.
  • Use Document Sales Person: Check this option to use the Sales Person instead of the Written By on the Statistics page

Branch Settings

  • Refresh On Open:
  • Show Branch Criteria on Open:
  • Branch criteria Password:



 

Manufacturers: Select Manufacturers to display them on a separate sales line. Non-selected Manufacturers are combined together.



 

Sales Groups: Costar Product and Service items can be assigned a Sales Group. In this form you can..

  • Assign a Category to a Sales Group
  • Change the sequence that a Sales Group is displayed by moving (dragging) the row up or down.



 

Special Items: Assign a Sales Group and/or Category to a Special Item.



 

Territories: Assign a customer territory to a Branch.



 

Specifics: Select the Customer Specific Codes to display sales data for.



 

Budgets: Select the Branch and Fiscal Year, then enter Budget Exp. for either Monthly or Daily.




Default Trading Days: Select the days that the business normally trades on.

If you have any queries regarding Sales Analysis Settings in COSTAR, please contact the Support Desk.