Source Analysis

Originally written by John Hardwick, last updated Jul 03, 2023, on the Swan Retail knowledge base (FRS).

Part of: Sales Reports

A report detailing both number of orders and order value, grouped by source of business within the specified date range.

The report is produced in three sections, the latter sections analysing source of business against week and year numbers. 

For systems operating with customer source of business, the customer source analysis report is available – this is as per the source analysis report but reports on the customer source of business rather than the sales order source of business.

 The section will grow in width commensurate with the number of weeks analysed.

Selection Criteria

Run time choices, user selectable.

• Date Range

• Source of Business

• Group by Location

  • Yes / No

• Include ‘On Hold’ Orders

  • Yes / No

• Restricted Selling Location(s)

• Include Quotes

  • Yes / No

Print Sequence

As indicated by blue numbered squares in the report example.

1 Selling Location

2 Source ob Business

Report Totals

As indicated by yellow numbered squares in the report example.

1 Selling Location

2 Report

Printed Fields

Fields printed on the report

Section 1

• Selling Location

• Source of Business

• Selling Value

• Percentage Contribution to Report Totals expressed as a percentage.

• Number of Sales

• Contribution to Report Total expressed as a percentage.

Section 2

• Selling Location

• Source of Business

• Week Number

• Number of Sales

Section 3

• Location

• Source of Business

• Week Number

• Value of Sales

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