Keystroke Custom Reports

Below is an alphabetized list of Keystroke Custom Reports (User Bundle license required) and a description of what each one does.

Go To:

Arba Closeout:

This program will run Closeout reports that are commonly used with the Arba Accounting System.

Cost List: Description pending.

Inventory Sales:

A custom program that gathers a list of Inventory Items (max. 20 items) or an Inventory Department or Category Code and reports the previous 13 or 25 months of Sales Quantity, Sales Price, Sales Cost and Gross Revenue for the items selected. The odd or first month is the current month. Monthly Inventory Summary files for the time period must be generated first by running the Summarize History Function in the Keystroke POS Program. (See Keystroke documentation files for more information).

Item List:

If the Item List method is used to report on specific Inventory Items, the List Items setting must be set to the identifier used to denote the Inventory Items in the list (i.e. Stock Number). The output will be sorted by these criteria as well.

Department/Category Code:

The Department or Category method is used if the report is to contain information for all of the Inventory Items coded with the designated Department or Category Code. The Department or Category Code must match the respective Department Code in the Keystroke POS program. The output will be sorted according to the value contained in the Sort By prompt.

Itemize/Summarize:

The Itemize or Summarize parameter adjusts the Item detail on the report. If the Itemize parameter is selected, monthly information will be printed for each Inventory item. If the Summarize parameter is selected, then only the monthly totals will be reported.

Execution:

Once all of the program settings have been completed INVXYR.EXE will check to make sure the necessary Inventory Summary files exist. If a Summary Data file is missing the program will prompt with the Summary Data File filename that is missing and notify the user that they must generate the file in the Keystroke POS Program. Then the program will export the Inventory Database and gather the Inventory information for the items designated. Next, INVXYR.EXE will analyze the Inventory Summary Data files to compile the report information. Output can be sent to a Windows Printer, text file, or to the screen.

Inventory Sales Analysis Grouped by Manufacturer:

This is a standard Inventory Sales Analysis report that is grouped by Manufacturer. It allows you the option to just see Manufacturer summary information, as well as detailed information.

Inventory Sales History:

This report is similar to the Inventory Sales History report in Keystroke. The main difference is that it only prints customers that have purchased something in the date range, instead of all customers.

Sales Mailing List:

This report gets mailing information for all customers that purchased a particular item. It reads an exported Inventory Sales History File and then prints all of the mailing information for all customers in that file. It is very useful when you would like to develop a recall list for a particular item. It will not print out any information for customer 0 or any other customer that has been deleted from the database.

Member Sales:

Reports sales for members. Members are all customer numbers other than those that are specified as non-members. It will retrieve the zip code off of the customer record. The non-member zip codes will be retrieved from the invoice comment field. If the field is blank, it will not include the sales as part of the report.

Multistore:

Reports using all stores' data sets for inventory, payments, and analysis reports.

Purchase Invoice History:

Shows all items that were purchased on purchase invoices for the date range specified.

Purchases & Sales:

Shows sales and purchases for a two month period. Can be used for 3-10 stores in a multi-store environment. If the customer number on the sales transaction is 1, then it is considered a member sale. The program will create a summary file for the second month, but the end user must create one for the first month using the summarize history function in database manager.

Purchase History:

Shows seven months of purchase history. The user interface will prompt to specify a date and then the program will report on that month, as well as 6 months prior. Also there is quantity sold information for the seven months, as well as QOH information.

ROA Payments:

Reports on all ROA payments that were applied to an invoice for the date range and salesperson specified. The specified date range applies to the date of the payments and has nothing to do with the invoice date.

Sales By Vendor:

Reports Sales information for a Vendor by Selecting the Vendor number.  It requires that the summarize history function in the Keystroke Database Manager be run from the last day of the current month to 13 months prior.

Serial Numbers:

Sales & purchase information for a specific serial number and date range that is entered before running the program. The report shows multiple sales and quantities for the sales. The serial number information is retrieved from the line item comment field. This field must start with the serial number information followed by a space to provide the correct information for the report.

END OF LIST