accpac simply accounting 9.0 Benutzerhandbuch
Chapter 25: Developing Customer and Vendor Relations
User Guide 25–3
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ACCPAC INTERNATIONAL, INC. Confidential
C
u
stomer
&
Vendor
Customer a
nd
Vendor Relat
ions
that you sold to a customer and which items were the most
profitable (and the least).
profitable (and the least).
Here is a copy of a section of the report for one customer. Notice
that not every item sold to this customer made a profit, nor does
it have to. For example, you might match a competitor’s prices
on a few popular items to ensure that your customer continues
to purchase the more profitable items from you. However, you
should be careful about which items you sell as loss leaders:
that not every item sold to this customer made a profit, nor does
it have to. For example, you might match a competitor’s prices
on a few popular items to ensure that your customer continues
to purchase the more profitable items from you. However, you
should be careful about which items you sell as loss leaders:
UNIVERSAL CONSTRUCTION
Customer Sales Detail Report 03/15/2000 to 03/15/2001
Customer Sales Detail Report 03/15/2000 to 03/15/2001
Page 1
Date
Item
Source
Quantity
Revenue
C.O.G.S.
Profit
Margin %
Ashburton Reinforcing
03/28/1999
L1030
17607
J228
2,000.0000
Sheet
36,000.00
32,099.99
3,900.01
10.83
04/28/1999
L1030
17613
J270
2,000.0000
Sheet
36,000.00
32,099.99
3,900.01
10.83
05/28/1999
L1030
17627
J327
2,000.0000
Sheet
36,000.00
32,099.99
3,900.01
10.83
06/28/1999
L1030
17634
J364
2,000.0000
Sheet
36,000.00
32,100.00
3,900.00
10.83
10/19/1999
H2510
17662
J136
100.0000
Pound
272.00
218.88
53.12
19.53
03/28/1999
L2001
17607
J228
2,000.0000
Board
1,520.00
1,498.00
22.00
1.45
04/28/1999
L2001
17613
J270
2,000.0000
Board
1,520.00
1,498.00
22.00
1.45
10/19/1999
H2520
17662
J136
100.0000
Pound
179.00
157.18
21.82
12.19
05/28/1999
L2001
17627
J327
500.0000
Board
380.00
374.50
5.50
1.45
03/28/1999
L1020
17607
J228
2,000.0000
Sheet
24,000.00
25,677.83
-1,677.83
-6.99
04/28/1999
L1020
17613
J270
2,000.0000
Sheet
24,000.00
25,678.58
-1,678.58
-6.99
05/28/1999
L1020
17627
J327
2,000.0000
Sheet
24,000.00
25,678.58
-1,678.58
-6.99
06/28/1999
L1020
17634
J364
2,000.0000
Sheet
24,000.00
25,679.04
-1,679.04
-7.00
243,871.00
234,860.56
9,010.44
Profits and profit margins can change on each
transaction as your costs change with the
purchase of materials.
transaction as your costs change with the
purchase of materials.
You can also scan through this report to determine which
customers earn you the most total profit.
customers earn you the most total profit.
Identifying Customers with Increased Monthly Sales
If your customers tend to buy goods or services on a regular
basis, a monthly analysis of which customers have increased
sales over the month from the previous year can be valuable.
You might want to offer them preferred pricing so that they will
continue to buy goods and services from you.
basis, a monthly analysis of which customers have increased
sales over the month from the previous year can be valuable.
You might want to offer them preferred pricing so that they will
continue to buy goods and services from you.
For more information on preferred pricing, see “Make a List of
the Items and Services You Buy and Sell” in Chapter 9 and
“Adding Customers” in Chapter 13.
the Items and Services You Buy and Sell” in Chapter 9 and
“Adding Customers” in Chapter 13.
To find which customers have increased sales:
1. In the Home window, from the Reports menu, choose
Management Reports, and then Customers And Sales.