International Christian Retail Show 2007 Atlanta, GA July 2007

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International Christian Retail Show 2007 Atlanta, GA July 2007. Custom Reports and Returns. Custom Reports and Returns. To create a custom report, use the program “RPT”. Custom Reports and Returns. RPT is designed to allow you to print any data fields contained in the IVM file!. - PowerPoint PPT Presentation

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  • *International Christian Retail Show 2007Atlanta, GAJuly 2007Custom Reports and Returns

  • *Custom Reports and ReturnsTo create a custom report, use the program RPT.

  • *Custom Reports and ReturnsRPT is designed to allow you to print any data fields contained in the IVM file!

  • *Custom Reports and ReturnsRPT begins by choosing a Report name. Example SAMPLE1

  • *Custom Reports and ReturnsSimply highlight and click on the label in the list box that you want to print! Ex: Author

  • *Custom Reports and ReturnsContinue highlighting and clicking until you have all the desired fields on your report.

  • *Custom Reports and ReturnsThe Size column can be shortened to fit more characters. Example: You can shorten the Title field to 20 characters.The Sort # allows you to do a Primary and Secondary SortThe Max Lengths are listed for each format you can print.Pay close attention to the Current Length of the report as this will determine how the report prints (Tall vs. Wide)

  • *Custom Reports and ReturnsCustom reports can be used in IVWO and IVP

  • *Custom Reports and ReturnsEnhancements to RPTYou can now print on Legal size paper enabling you to fit up to 228 characters (Printer has to support Legal size printing).New labels in RPT (discussed in following slides)IVP-EX-CSTIVST-RTLIVST-UNITSCustom Sorted IVP report enables you to use the Sort Parameters tab. The manual has a full list of the different labels you can use. (F1 online manual also).

  • *Custom Reports and Returns

    Custom report label IVP-EX-CST. tells a custom IVP report to extend the cost for an item. For example, if you had 3 items with a cost of $1.00 each, the report would print $3.00.

    IVP-EX-CST Label

  • *Custom Reports and ReturnsIVST-UNITS and IVST-RTL Labels

    If you do a Custom Sorted IVP and you have the labels IVST-UNITS or IVST-RTL, you can sort the report based up unit sales or dollar sales.

  • *Custom Reports and ReturnsIVST-UNITS Label and SLIVJust as you can sort your sales by particular months or weeks, you can sort by a date range. To do so you will need to print the IVP report using the Custom Sorted or Excel option and include the label IVST-UNITS. This is also a good way to get a print out of what SKUs have sold on a particular day. (Note, many users have traditionally used the SLIV report for this). Since the IVP report condenses by grouping together each items sales, the report is much smaller. SLIV is still a daily close out procedure but users might find it easier to print the SLIV report to screen and generate an IVP report for daily sales.

  • *Custom Reports and ReturnsIVR - Returns

  • *Custom Reports and ReturnsRecent enhancements to IVRIVM - The TBO field has been changed from TBO to TBO/TBR. When this field is set to a negative number, BSMGR interprets that to mean the item is to be returned rather than to be ordered. Three (3) new projected return typesNever sold, in-stock > 90 daysLast Received date older than xxxTo Be ReturnedOption to Print to the screen or Microsoft ExcelDont discontinue core. When checked, any projected returns will not lower the In-stock amount to a zero amount.IVI lookup when adding items to the return.You can now limit a projected return to a category range.IVR asks if you want to delete the return upon merging instead of automatically deleting.

  • *Custom Reports and ReturnsDetailed Return History in IVM

    Pressing F3 in the Total Return field brings up the detailed return history for the item.

  • *Custom Reports and ReturnsDetailed information about each return is now stored in a return header

  • *Custom Reports and ReturnsSummary Report option displays suggested returns for each vendor. It is similar to a multi-vendor work order. It takes the projected return parameters and applies them to all vendors and then displays the report. Note, however, no returns are actually created. This is only a summary of what would be created if the projected return was run individually for each vendor.See Summary Screenshot on next slide.

  • *Custom Reports and Returns

  • *Custom Reports and ReturnsIVR Edit a ReturnIVRs editing of a return now works much like IVWO. There is a list box showing the entire return.

  • *Custom Reports and ReturnsIVTBRThis program is used for viewing what items currently have a TBO/TBR quantity in IVM less than zero. Again, you can do a Projected Return for items marked To Be Returned in IVR.

  • *Custom Reports and ReturnsYou can reach us atPhone #: 800-997-6724 / Fax: 325-673-0527Tech Support Email: [email protected] us on the web at: www.bookstoremanager.comAdditional Training CDs: $15Remote / On Site Training also Available.Contact Us!

    *Retailer InformationOrder Trigger/Purchase Level Maintenance/Reset ReportsSales Ranking by Supplier by $/UnitsSupplier InformationGross Margin %, $,s or GMROII - by PublisherOrder Cycle Time - by Publisher (non-system?)Billing & Discount Terms - by Publisher (non-system?)Freight Analysis- by PublisherScheduled Ordering Other Whatever you wantProvide a brief summary

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