Minimum Version Required: 22.01
Steps
Field | Definition |
$Vol | Total sales price of units sold. If the product had a Deposit from the Packages Deposits table, then the deposit value is included as part of the sales price. Invoice Charges are not included. |
$Vol - Deposit | Total sales price of units sold. If the product had a deposit, then this Deposit value is not included as part of the sales price. Invoice Charges are not included. |
$Vol - Deposit per Drop | Total $Vol - Deposit (see definition) divided by the total number of days when the customer was delivered to |
Avg Case Discount | SUM( Discount * Num Units ) / SUM( Cases ) |
Avg Case Full Price | SUM( Full Price * Num Units ) / SUM( Cases ) |
Avg Case Participation | SUM( Participation * Num Units ) / SUM( Cases ) |
Avg Case Unit Price | SUM( Unit Price * Num Units ) / SUM( Cases ) |
Avg Cost | SUM((Laid In Cost + Tax Cost – Participation) * Num Units) / SUM( Num Units ) |
Avg Discount | SUM( Discount * Num Units ) / SUM( Num Units ) |
Avg FOB | SUM( FOB * Num Units ) / SUM( Num Units ) |
Avg Freight | SUM( PurchaseTrans.Freight * Num Units ) / SUM( Num Units ) |
Avg Full Price | SUM( Full Price * Num Units ) / SUM( Num Units ) |
Avg Gross | SUM(( Unit Price – Deposit + Participation – Laid In Cost – Tax Cost) * Num Units) / SUM( Num Units ) |
Avg Laid-in Cost | SUM( Laid In * Num Units ) / SUM( Num Units ) |
Avg Other Cost | SUM( PurchaseTrans.OtherCost * Num Units ) / SUM( Num Units ) |
Avg Participation | SUM( Participation * Num Units ) / SUM( Num Units ) |
Avg Tax | SUM( PurchaseTrans.Tax * Num Units ) / SUM( Num Units ) |
Avg Depletion Tax | SUM( TaxCost * Num Units ) / SUM( Num Units ) |
Avg Unit Price | SUM( Unit Price * Num Units ) / SUM( Num Units ) |
Avg Weekly $Vol | SUM( $Vol - Deposit ) / (Number of days in the report date range / 7) |
Avg Weekly Case Equiv | SUM( Case Equivs ) / (Number of days in the report date range / 7) |
Avg Weekly Retail Units | SUM( Retail Units ) / (Number of days in the report date range / 7) |
Avg Weekly Units | SUM( Units ) / (Number of days in the report date range / 7) |
Avg Weekly Units per Placement | SUM( Case Equivs ) / the count of unique combinations of Product ID & Customer ID (placements) / (Number of days in the report date range / 7) |
Avg Tax Cost 2 | SUM( Tax Cost 2 * Num Units ) / SUM( Num Units ) |
Barrels | Cases are converted to Barrels based on the value of the Ounces field in the Packages table. (1 ounce = 0.000252016129 barrels.) |
Buyer Count | The total number of unique Customers (by Customer ID). |
Case Equiv | Cases are converted to represent their volume equivalence to the “Standard” case of that product type using the CaseEquiv field of the Packages table. Beer (& Soda) = 288 ounces (24 x 12 oz); RedBull = 199.2 ounces (24 x 8.3 oz); Wine = 304.326 ounces (12 x 750 ml); e-shot= 48 ounces (24 x 2 oz); 12 x 341 ml = 138.367 ounces. |
Case Equiv per Drop | Number of Items sold (in Case Equivalences) per Customer Drop over included Loadsheets. Customers that had multiple Invoices on a single Loadsheet count as single Drop. Customers that had Invoices on more that one Loadsheet count as one Drop per Loadsheet on which an Invoice appears. |
Case Equiv Forecasted | Packages.CaseEquiv * Sum of Forecasts.SalesForecast for the same Year and Months where Period Type = Months |
Cases | If sold by the case, then this is Units; otherwise units values are converted to case values using Sell Units Per Case in the Packages table. Kegs have a Sell Units per case of 1, so 1 keg is also 1 case in reports. |
Commission | Total Summed Commission for all Employee Commission records set up. |
Consumable Units | Total Consumable Units. The total number of unique Customers (by Customer ID). |
Deposit | Total in $ of Deposits of Units sold. |
Deposit Cost | Total of Deposit Cost for all Deposit types |
Discount | Every Discount amount for a product |
FOB | Total Freight On Board (FOB) for the Items. |
Full Price | Summed Full Price for the units |
Full Price + Deposit | Total Full Price + Deposit amount |
Gallons | Cases are converted to Gallons based on the value of the Ounces field in the Packages table. (1 ounce = 0.0078125 gallons.) |
Gross | Total in $ per Item of: $Vol – Deposit (Unit Price) + Participation – Laid In Cost – Tax Cost. |
Gross per CaseEquiv | Average Gross per Item converted to Case Equivalence. |
Gross per Drop | Gross averaged over the total number of Customer Drops over included Loadsheets. Customers that had multiple Invoices on a single Loadsheet count as single Drop. Customers that had Invoices on more that one Loadsheet count as one Drop per Loadsheet on which an Invoice appears. |
Half Barrels | 1 half barrel = 1980 oz(Oz per Unit * Sum of Units) / 1980 |
Hectoliters | hectoliter = 3381.4022558919 oz(Oz per Unit * Sum of Units) / 3381.4 |
InvoiceCharge1 | Total $ amount of Invoice Charge 1 |
InvoiceCharge2 | Total $ amount of Invoice Charge 2 |
InvoiceCharge3 | Total $ amount of Invoice Charge 3 |
InvoiceCharge4 | Total $ amount of Invoice Charge 4 |
InvoiceCharge5 | Total $ amount of Invoice Charge 5 |
Laid-in Cost | Total of Laid In Cost + Tax Cost(1&2) |
Laid-in + Deposit | Total of Laid In Cost + Tax Cost(1&2) + Deposit Cost (all Deposit Types) |
Liters | Cases are converted to Liters based on the value of the Ounces field in the Packages table. (1 ounce = 0.0295735297 liters.) |
Load Sheet Count | The total number of unique Loadsheets (by Loadsheet ID). |
Lost Sales Units | The number difference between Units Ordered and Num Units on Invoice Trans |
Lost Sales Cases | The number difference between Cases Ordered and Cases on Invoice Trans |
Margin % | Sum(Gross) / Income, represented as a percentage. Income is defined as Unit Price (Full price less discount).Value for Deposits added automatically to the Sales Price are excluded from the calculations of Gross and Income. |
Margin % (if participation is considered as income) | Sum(Gross) / Income, represented as a percentage. Income is defined as Unit Price plus Participation. If you choose to treat participation as income, Setting 98 should be set to True. (Control Panel -> Program Settings -> Sales -> Margin %). Value for Deposits added automatically to the Sales Price are excluded from the calculations of Gross and Income. |
Participation % | Total Participation / Total Discounts as a percentage. |
Placement Count | The count of unique combinations of Product ID & Customer ID |
Product Count | The total number of unique Products (by Product ID). |
Retail Units | Total Retail Units |
Servings | Total Cases * Servings per case |
Shrinkage Rate | (1000 X Sum(Inv Adj Case Equivs)) / Sum(Sales Case Equivs). If there are no Sales, then this is just the Inv Adj Case Equivs. |
Stop Count | Stop Count is the distinct count of a Load Sheet Date and a Customer ID. Customers that had multiple Invoices on a single Loadsheet count as single Stop. Customers that had Invoices on more that one Loadsheets count as one Stop as long as they are for the same date. Customer count will match Stop count if you are looking at one day of data |
Discount | The summed amount of InvoiceTrans.Discount * InvoiceTrans.NumUnits |
Ounces | Total Cases * Ounces per Case |
Participation | Total $ amount of Participation from the invoice transaction |
Depletion Tax | Total of Excise Tax Cost |
Tax Cost 2 | Total of Jurisdictional or Local Tax Cost |
Units | Total Num Units |
Weight | The summed total Weight of the product (Units * Weight) |