Product Sales Reports

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Contents 1 Generating Product Sales Reports 2 Product Sales Report Window

If you are using Mercury Connect with FTD Mercury X3 Fall or later, reports are handled through Report Center.

The Product Sales Reports provide you with an analysis of which products are selling and how many are being sold either in-house, outgoing, or both. There are three different types of sales analysis reports: Product List, Sales by Product Code, and Sales by Date, Occasion, and Product. Each type has a summary report and a a detail report.

It is possible for the same product to be listed more than once on the Sales by Product Code and Sales by Date, Occasion, and Product reports if that product was sold under different occasion types.

The following Product Sales reports are available:

• The Product List – Summary report lists the products that you have in your product database.
• The List of Product Codes Detail report contains detail product information, such as quantities on hand, prices, and tax codes.
• The Sales by Product Code – Summary report lists inventory, wire out, and total sales by product category for a specified sales or delivery date or date range.
• The Sales by Product Code – Detail report is sorted by product category. Totals are provided for each product category.
• The Sales by Date, Occasion, and Product – Summary report lists inventory, wire out, and total sales by occasion for a specified sale or delivery date or date range.
• The Sales by Date, Occasion, and Product – Detail report is sorted by occasion.

Generating Product Sales Reports

To generate a Product Sales Report:

1. On the FTD Mercury Main Menu, click Business Reports.
2. Double-click on the Product Sales Report icon to open the template.
3. If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
4. Complete the options on the Product Sales Report window.
5. Click Finish. The report generates and opens in Excel.
6. To print your report from Excel, on the File menu, click Print.
7. If you want to save the report from Excel, on the File menu, click Save.

Product Sales Report Window

The Product Sales Report window allows you to configure settings for the Product Sales report. When you have finished configuring settings, click Finish to generate the report. It will open in Microsoft Excel.

The Product Sales Report window contains the following settings:

Setting	Description
Select Store	From this list, select the store for which you want to generate the report. If you have multiple stores, you can select All Stores.
Product Report	Select whether you want to generate a Product List report, a Sales by Product Code report, or Sales by Date, Occasion, and Product report.
Report Type	Select whether you want to generate a detail report or a summary report.
Product Categories	Select whether you to include all product categories in the report or select product categories from the list to include.
Sale Type	Select whether you want to include inventory, wire out, or both sale types in your report.
Start Date	Enter the start date for this report.
End Date	Enter the end date for this report.
Date Type	If you selected Sales by Product Code or Sales by Date, Occasion and Product, you need to specify the date types you want to include in the report. You can select one of the following: Delivery Date—when this is selected, orders completed with a delivery date within the date range selected for the report will be included. Sale Date—when this is selected, orders completed within the date range selected for the report will be included.

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