Sales Analysis/Purchase
Analysis (SA/PA)
Accredo’s Sales Analysis and Purchase Analysis (SA and PA) are the data mining modules of your system. The wizard-style selection forms allow any authorised user to easily extract the detail they need from the mass of valuable information in your system in order to analyse your business’s past performance and plan for future growth.
Save, reload, refine and re-save as many reports as you need to obtain everything from summarised overviews to precisely focussed detailed reports. Print or email your SA/PA reports, or export them to MS Excel for further modification.
Because SA analyses the history in your Invoicing and Order Entry modules, and PA analyses history from your Purchase Orders module, you can report on all the data already in your system as soon as you add the SA/PA module; and continue analysing new data as it is entered.
“Accredo Sales Analysis reports let me keep tabs on exactly how my business is doing – without having to sit at the computer all day.”
Graham Rye
Managing Director, Kleenpak Northland Ltd
Find out Who, What, Where and When
See the forest AND the trees If you can’t get enough information from your business data to make informed decisions, or you are suffering from information overload and there’s just too much detail, then Accredo’s SA/PA module is for you. You don’t have to be an IT specialist to run it – just select the data you want to report on, click Run and Accredo will give you as much or as little information as you require. And if you need more, less or different data, just tweak the wizard and click again. The more you narrow your focus, the faster the results.
Start with an overview Use SA/PA to analyse your Gross Profit and Margins on a monthly, weekly, or even a daily basis, and compare figures with those for previous periods, or for the same time last year. If you include it in a report list, you won’t even have to think about it - it will just arrive on your desk in the format you have specified – paper, PDF, or even as an Excel spreadsheet.
Get down to the nitty gritty If the figures in your overview reports are vastly different from what you expected, or you have an ad hoc enquiry, use SA/PA for a detailed analysis by customer, product, sales group or any other criteria that is useful to you. Is one of your sales reps letting you down? Do you need to re-order a particular product because it is selling faster then expected? What is your best customer worth to you? Did somebody make a data entry error? Whatever your question, Accredo will provide the answer immediately, so you can act immediately. And you can save the query so it will be available to you next week, month or year when you have a similar problem.
Analyse your sales
Filter to find out Accredo’s SA module allows you to report on data in Accounts Receivable (AR), Invoicing (IN), Inventory Control (IC) and Order Entry (OE) and filter by any combination of details relating to customers; products sales areas, groups, people; stock groups; or any user-defined category in those modules. In Accredo Saturn, you can also report by branch, department and/or location.
Plan your campaigns When you are developing sales campaigns for new products, use SA to create and export a mail merge file for promoting add-on services or similar products. Find out who bought similar items, when and for how much so you’ll know who to contact, what prices to aim for and the time of year to begin your promotion.
Fortify your defences Accredo’s SA is the perfect tool for monitoring your sales representatives’ performance. Select and filter your data to discover your most (and least) productive salespeople – by profit margins, sales volume, product or product range or any other criteria that is useful to you. And find out who is reducing the company’s profits by selling at lower prices or even below cost.
Maximise your exposure In Accredo Saturn’s SA module, analyse sales by branch, department or location to find out where your customers are shopping, so you know where to open your next store, where you need to do more advertising, and where you should shut up shop.
“There's not a lot you can't get out of Accredo Sales Analysis – the reports are pretty intense.”
Karen Ambler
Operations Manager, PGF Golf Limited
Analyse your purchases
Filter to find out Accredo’s PA module allows you to report on data in Accounts Payable (AP), Purchase Orders (PO), Inventory Control (IC), and Job Costing (JC) and filter by any combination of details relating to creditors; products; expense codes; jobs; stock groups; or any user-defined category in those modules. In Accredo Saturn, you can also report by branch, department and/or location.
Strengthen your bargaining power Before you go in to negotiate prices with your suppliers, use Accredo’s PA to report on your monthly purchases by quantity or dollar amount. With hard copy proof of your value as a customer, you’ll find it easy to go in for the kill and get the best possible deal on all the materials and services your business needs.
Forecast the future Use Accredo’s PA module to analyse your past purchases by branch, department, expense codes and more to figure out exactly where your money went, and what expenditure you should allow for in the future.
Perfect your stock management Report on goods ordered but not supplied in Accredo’s SA to see where you could have made more sales and plan your future stock purchases to meet demand without being overstocked.
