{"id":2924,"date":"2024-03-12T15:37:33","date_gmt":"2024-03-12T15:37:33","guid":{"rendered":"https:\/\/focusservices.co.uk\/tutorials\/?p=2924"},"modified":"2024-03-14T12:13:38","modified_gmt":"2024-03-14T12:13:38","slug":"marketing-sales-analysis","status":"publish","type":"post","link":"https:\/\/focusservices.co.uk\/tutorials\/marketing-sales-analysis\/","title":{"rendered":"Marketing Sales Analysis"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"2924\" class=\"elementor elementor-2924\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8c63a5b elementor-section-height-min-height elementor-section-items-bottom elementor-section-boxed elementor-section-height-default\" data-id=\"8c63a5b\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b2cc194\" data-id=\"b2cc194\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-734e738 elementor-widget elementor-widget-text-editor\" data-id=\"734e738\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Sales Analysis<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-78f7888 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"78f7888\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-413cc89\" data-id=\"413cc89\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-11608b3 elementor-widget elementor-widget-text-editor\" data-id=\"11608b3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Generate quick, inspirational sales analyses from actual sales figures. These analyses present a global view without restricting to any section of the business.<\/p><ol><li>Go to <strong>Publishing<\/strong> &gt; <strong>Marketing<\/strong><\/li><li>Select <b>Analysis <\/b>on the page top panel toolbar.<\/li><li>Select type of analysis from the scroll down list.<ul><li><a href=\"#anal1\">Sales Trend<\/a><\/li><li><a href=\"#anal2\">Profitability<\/a><\/li><li><a href=\"#anal3\">Type of Sales (Amount)<\/a><\/li><li><a href=\"#anal3\">Type of Sales (Quantity)<\/a><\/li><li><a href=\"#anal4\">Account Type (Amount)<\/a><\/li><li><a href=\"#anal4\">Account Type (Quantity)<\/a><\/li><li><a href=\"#anal5\">Best sellers (Amount)<\/a><\/li><li><a href=\"#anal5\">Best sellers (Quantity)<\/a><\/li><li><a href=\"#anal6\">Best Customers<\/a><\/li><li><a href=\"#anal7\">Best Country<\/a><\/li><\/ul><\/li><\/ol>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-04f1040 elementor-widget elementor-widget-image\" data-id=\"04f1040\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"265\" src=\"https:\/\/focusservices.co.uk\/tutorials\/wp-content\/uploads\/2024\/03\/Clip9-1024x265.jpg\" class=\"attachment-large size-large wp-image-3106\" alt=\"\" srcset=\"https:\/\/focusservices.co.uk\/tutorials\/wp-content\/uploads\/2024\/03\/Clip9-1024x265.jpg 1024w, https:\/\/focusservices.co.uk\/tutorials\/wp-content\/uploads\/2024\/03\/Clip9-300x78.jpg 300w, https:\/\/focusservices.co.uk\/tutorials\/wp-content\/uploads\/2024\/03\/Clip9-768x199.jpg 768w, https:\/\/focusservices.co.uk\/tutorials\/wp-content\/uploads\/2024\/03\/Clip9.jpg 1086w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-77d6465 elementor-widget elementor-widget-text-editor\" data-id=\"77d6465\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h4><a name=\"anal1\"><\/a>Sales Trend<\/h4><p>Click the \u2018Sales Analysis\u2019 button on the left panel toolbar to display a sales trend chart for the current year.\u00a0In this chart, the system analyses the last three years of sales transactions and summarizes their amounts into periods.<\/p><p>Click the \u2018Chart\u2019 button and tick the \u2018Last Year\u2019 and \u2018Prev. Year\u2019 to display all three years, side-by-side on the chart.\u00a0To change the Base-Year of the analysis, drag the red box.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3ad0a45 elementor-widget elementor-widget-text-editor\" data-id=\"3ad0a45\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a name=\"anal5\"><\/a><\/p><h4>Best sellers<\/h4><p>Select \u2018Best Sellers (Amount)\u2019 to analyse by product sales amounts.\u00a0Select \u2018Best Sellers (Quantity)\u2019 to analyse by product sales quantities.<\/p><p>Click the \u2018Chart\u2019 button and in the \u2018Analyse Stock Sales For\u2019 box, select \u2018The Best 5\u2019.<\/p><p>In this chart, the system analyses and summarizes each of the three years of sales transactions by the stock codes and sorts them in the descending order of their sales amounts or sales quantities respectively. It then selects and charts the best n of the stock records where n ranges from 1 to 100.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-48750a0 elementor-widget elementor-widget-text-editor\" data-id=\"48750a0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a name=\"anal6\"><\/a><\/p><h4>Best Customers<\/h4><p>Select \u2018Best Customers\u2019 to analyse by customer sales amounts.\u00a0Click the \u2018Chart\u2019 button and in the \u2018Analyse Stock Sales For\u2019 box, select \u2018The Best 5\u2019.<\/p><p>In this chart, the system analyses and summarises each of the three years of sales transactions by their branch account codes and sorts them in the descending order of their sales amounts. It then selects and charts the best n of the accounts where n ranges from 1 to 100<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f5b63e2 elementor-widget elementor-widget-text-editor\" data-id=\"f5b63e2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a name=\"anal2\"><\/a><\/p><h4>Profitability<\/h4><p>Click on the \u2018Analysis\u2019 button to reveal the pull down menu.<\/p><p>Select \u2018Profitability\u2019 to display a profitability analysis.<\/p><p>In this chart, the system analyses and summarizes each of the three years of sales and purchase transactions. It computes and charts the net sales, net purchases and the net profit (net sales &#8211; net purchases) for each of the three years.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5ab096a elementor-widget elementor-widget-text-editor\" data-id=\"5ab096a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a name=\"anal7\"><\/a><\/p><h4>Best Country<\/h4><p>Click on the \u2018Analysis\u2019 button to reveal the pull down menu.<\/p><p>Select \u2018Best Country\u2019 to analyse by country sales amounts.<\/p><p>In this chart, the system analyses and summarizes each of the three years of sales transactions by their country codes and sorts them in the descending order of their sales amounts. It then selects and charts the best n of the countries where n ranges from 1 to 100<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d19cc00 elementor-widget elementor-widget-text-editor\" data-id=\"d19cc00\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<a name=\"anal3\"><\/a><h4>Type of Sales<\/h4>\nSelect \u2018Type of Sales (Amount)\u2019 to analyse by Type of Sales amounts.\u00a0Select \u2018Type of Sales (Quantity)\u2019 to analyse by Type of Sales quantities.\n\nIn this chart, the system analyses and summarizes each of the three years of sales transactions by the Type of Sales codes and sorts them in the descending order of their sales amounts or sales quantities respectively.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b24262 elementor-widget elementor-widget-text-editor\" data-id=\"5b24262\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<a name=\"anal4\"><\/a><h4>Account Type<\/h4>\nSelect \u2018Account Type (Amount)\u2019 to analyse by Account Type amounts.\u00a0Select \u2018Account Type (Quantity)\u2019 to analyse by Account Type quantities.\n\nIn this chart, the system analyses and summarizes each of the three years of sales transactions by the Account Type codes and sorts them in the descending order of their sales amounts or sales quantities respectively.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-381234a elementor-widget elementor-widget-text-editor\" data-id=\"381234a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h5><a name=\"_Toc161153902\"><\/a><a name=\"_Toc527472404\"><\/a>Chart Setup<\/h5><p>For each of the charts mentioned above, you can adjust the chart settings and perform several functions as described below. Click on the Chart button to display a dropdown pad of entry boxes and buttons.<\/p><ul><li><strong>Chart Type:<\/strong> This dropdown box contains at least ten styles of chart display<\/li><li><strong>Chart Scale<\/strong>: This dropdown box contains 2 scales of chart display which are LINEAR and PERCENTAGE. Selecting the former will display the chart using the actual amounts. The latter option displays the chart\u2019s values in the scale of 0 to 1.<\/li><li><strong>Analyse for the Best n:<\/strong> This is a dropdown box containing entries such as the very best, the best 2, the best 3 etc. Selecting an entry will instruct the system of the top number of records to use for the chart display<\/li><li><strong>Base-Year of Analysis:<\/strong> This is the year on which sales transaction analysis is based which is then compared with other years. To change the base-year, use your mouse and move the box to the required year, that is, This Year, Last Year, or Prev Year buttons.<\/li><li><strong>Legend<\/strong>: Click on the Legend button to modify the chart title, the footnote text as well as the X and Y axis titles<\/li><li><strong>Copy Chart<\/strong>: Click on the Copy Chart button to copy the displayed chart which can be pasted onto a word processor\/spreadsheet (eg MS Word, Excel) using the \u2018Paste Special\u2019 menu option<\/li><li><strong>Print Chart:<\/strong> Click on the Print Chart button to print out a hard copy of the displayed chart<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1458bd1\" data-id=\"1458bd1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c68d218 elementor-widget elementor-widget-sidebar\" data-id=\"c68d218\" data-element_type=\"widget\" data-widget_type=\"sidebar.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div id=\"widget_accordions-2\" class=\"sidebar-box widget_widget_accordions clr\"><span class=\"widget-title\">Getting\u00a0Started<\/span><div id=\"accordions-2692\" class=\"accordions-2692 accordions\" data-accordions={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;2692&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;no&quot;}>\r\n                <div id=\"accordions-lazy-2692\" class=\"accordions-lazy\" accordionsId=\"2692\">\r\n                    <\/div>\r\n\r\n    <div class=\"items\"  style=\"display:none\" >\r\n    \r\n            <div post_id=\"2692\" itemcount=\"0\"  header_id=\"header-1692863333212\" id=\"header-1692863333212\" style=\"\" class=\"accordions-head head1692863333212 border-none\" toggle-text=\"\" main-text=\"Setup FAP\">\r\n                                    <span id=\"accordion-icons-1692863333212\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1692863333212\" class=\"accordions-head-title\">Setup FAP<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1692863333212 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/overview\/\">Overview<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/install\/\">Setup Focus<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2692\" itemcount=\"1\"  header_id=\"header-1710227038854\" id=\"header-1710227038854\" style=\"\" class=\"accordions-head head1710227038854 border-none\" toggle-text=\"\" main-text=\"Activate Licence\">\r\n                                    <span id=\"accordion-icons-1710227038854\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710227038854\" class=\"accordions-head-title\">Activate Licence<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710227038854 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/licence\/\">Activate Licence<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2692\" itemcount=\"2\"  header_id=\"header-1710227973188\" id=\"header-1710227973188\" style=\"\" class=\"accordions-head head1710227973188 border-none\" toggle-text=\"\" main-text=\"Troubleshoot\">\r\n                                    <span id=\"accordion-icons-1710227973188\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710227973188\" class=\"accordions-head-title\">Troubleshoot<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710227973188 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/troubleshooting\/\">Open Troubleshoot<\/a><\/p>\n            <\/div>\r\n    <\/div>\r\n\r\n\r\n\r\n            <\/div><\/div><div id=\"widget_accordions-3\" class=\"sidebar-box widget_widget_accordions clr\"><span class=\"widget-title\">Accounting<\/span><div id=\"accordions-2719\" class=\"accordions-2719 accordions\" data-accordions={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;2719&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;no&quot;}>\r\n                <div id=\"accordions-lazy-2719\" class=\"accordions-lazy\" accordionsId=\"2719\">\r\n                    <\/div>\r\n\r\n    <div class=\"items\"  style=\"display:none\" >\r\n    \r\n            <div post_id=\"2719\" itemcount=\"0\"  header_id=\"header-1692863333212\" id=\"header-1692863333212\" style=\"\" class=\"accordions-head head1692863333212 border-none\" toggle-text=\"\" main-text=\"Sales Orders Processing\">\r\n                                    <span id=\"accordion-icons-1692863333212\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1692863333212\" class=\"accordions-head-title\">Sales Orders Processing<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1692863333212 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-create\/\">Create a New Order<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-release\/\">Release an Order<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-edit\/\">Edit an Active Order<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-reverse\/\">Reverse a Done Order<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-print\/\">Batch Release and Reprint<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-dues\/\">Dues invoicing (Backorders)<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-error\/\">SOP Error Log<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-returns\/\">Returns System<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2719\" itemcount=\"1\"  header_id=\"header-1710227038854\" id=\"header-1710227038854\" style=\"\" class=\"accordions-head head1710227038854 border-none\" toggle-text=\"\" main-text=\"Title Database\">\r\n                                    <span id=\"accordion-icons-1710227038854\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710227038854\" class=\"accordions-head-title\">Title Database<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710227038854 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/title-new\/\">Add New, Edit Title Records<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/title-receive\/\">Receive Stock (Goods-In) to a Location<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/consignment-send\/\">Send Out Consignments<\/a> or <a href=\"https:\/\/focusservices.co.uk\/tutorials\/title-transfer\/\">Transfer Stock<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sop-create\/\">Process Sales Orders<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/title-stocktake\/\">Do Stocktake<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/purchase-invoice\/\">Process Printer\/Supplier Invoice<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/job-costing-calculate-unit-costs\/\">Calculate unit costs<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/job-costing-stock-value\/\">Post Stock Value to Cost of Sales<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2719\" itemcount=\"2\"  header_id=\"header-1710227973188\" id=\"header-1710227973188\" style=\"\" class=\"accordions-head head1710227973188 border-none\" toggle-text=\"\" main-text=\"Customer Records\">\r\n                                    <span id=\"accordion-icons-1710227973188\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710227973188\" class=\"accordions-head-title\">Customer Records<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710227973188 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/customer-records\/\">Customer Records<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/sales-invoice\/\">Process Sales Invoice<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/customer-payments\/\">Customer Payments<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/mergerecord\/\">Merge Customer Records<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/custprofile\/\">Customer Profile<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2719\" itemcount=\"3\"  header_id=\"header-1710230105575\" id=\"header-1710230105575\" style=\"\" class=\"accordions-head head1710230105575 border-none\" toggle-text=\"\" main-text=\"Supplier Records\">\r\n                                    <span id=\"accordion-icons-1710230105575\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710230105575\" class=\"accordions-head-title\">Supplier Records<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710230105575 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/supplier-records\/\">Supplier Records<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/purchase-invoice\/\">Process Supplier Invoice<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2719\" itemcount=\"4\"  header_id=\"header-1710230153067\" id=\"header-1710230153067\" style=\"\" class=\"accordions-head head1710230153067 border-none\" toggle-text=\"\" main-text=\"Purchase Orders\">\r\n                                    <span id=\"accordion-icons-1710230153067\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710230153067\" class=\"accordions-head-title\">Purchase Orders<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710230153067 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/purchase-orders-2\/\">Process Purchase Orders<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/purchase-stock\/\">Receive Stock<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/purchase-invoice\/\">Process Supplier Invoice<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/purchase-backtoback\/\">Process Back-to-Back Orders<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2719\" itemcount=\"5\"  header_id=\"header-1710230177768\" id=\"header-1710230177768\" style=\"\" class=\"accordions-head head1710230177768 border-none\" toggle-text=\"\" main-text=\"Nominal Accounts\">\r\n                                    <span id=\"accordion-icons-1710230177768\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710230177768\" class=\"accordions-head-title\">Nominal Accounts<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710230177768 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/nominal-add\/\">Add, Classify Edit Accounts<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/nominal-post\/\">Post Journals<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/nominal-reconcile\/\">Cash Book<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/nominal-transfer\/\">Transfer Money<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/nominal-budgets\/\">Post Budgets<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/control-accounts\/\">Setup Control Accounts<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2719\" itemcount=\"6\"  header_id=\"header-1710230234877\" id=\"header-1710230234877\" style=\"\" class=\"accordions-head head1710230234877 border-none\" toggle-text=\"\" main-text=\"Period &amp; Year End Activities\">\r\n                                    <span id=\"accordion-icons-1710230234877\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710230234877\" class=\"accordions-head-title\">Period &amp; Year End Activities<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710230234877 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/title-stocktake\/\">Do Stocktake<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/post-stock-valuation\/\">Post Stock Valuation<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/period-end-activities\/\">Period End Activities<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/year-end-activities\/\">Year End Activities<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/other-activities\/\">Other Period\/Year End Activities<\/a><\/p>\n            <\/div>\r\n    <\/div>\r\n\r\n\r\n\r\n            <\/div><\/div><div id=\"widget_accordions-4\" class=\"sidebar-box widget_widget_accordions clr\"><span class=\"widget-title\">Publishing<\/span><div id=\"accordions-2721\" class=\"accordions-2721 accordions\" data-accordions={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;2721&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;no&quot;}>\r\n                <div id=\"accordions-lazy-2721\" class=\"accordions-lazy\" accordionsId=\"2721\">\r\n                    <\/div>\r\n\r\n    <div class=\"items\"  style=\"display:none\" >\r\n    \r\n            <div post_id=\"2721\" itemcount=\"0\"  header_id=\"header-1692863333212\" id=\"header-1692863333212\" style=\"\" class=\"accordions-head head1692863333212 border-none\" toggle-text=\"\" main-text=\"Job Costing\">\r\n                                    <span id=\"accordion-icons-1692863333212\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1692863333212\" class=\"accordions-head-title\">Job Costing<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1692863333212 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/job-Overview\/\">Cost of Sales Overview<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/job-costing-post-costs-from-purchases\/\">Post costs from Purchases<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/job-costing-post-direct-job-transactions\/\">Post Direct Job Transactions<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/job-costing-calculate-unit-costs\/\">Calculate unit costs<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/job-costing-job-profile-enquiry\/\">Job Profile \/ Enquiry<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2721\" itemcount=\"1\"  header_id=\"header-1710227038854\" id=\"header-1710227038854\" style=\"\" class=\"accordions-head head1710227038854 border-none\" toggle-text=\"\" main-text=\"Royalty\">\r\n                                    <span id=\"accordion-icons-1710227038854\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710227038854\" class=\"accordions-head-title\">Royalty<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710227038854 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/royalty-calc\/\">Calculate Royalty<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/royalty-export\/\">Print, Email Royalty Statements<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/royalty-payments\/\">Post Royalty Payments<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/wht\/\">Withholding Tax on Royalty<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/royalty-author-records\/\">Add Author Records<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/royalty-modes\/\">Set Royalty Rates<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/royalty-rights\/\">Set Rights Royalty<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2721\" itemcount=\"2\"  header_id=\"header-1710227973188\" id=\"header-1710227973188\" style=\"\" class=\"accordions-head head1710227973188 border-none\" toggle-text=\"\" main-text=\"Consignment\">\r\n                                    <span id=\"accordion-icons-1710227973188\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710227973188\" class=\"accordions-head-title\">Consignment<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710227973188 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/consignment-send\/\">Send Out Consignments<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/consignment-import\/\">Import Consignment Sales<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/consignment-settings\/\">Before You Begin<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2721\" itemcount=\"3\"  header_id=\"header-1710230105575\" id=\"header-1710230105575\" style=\"\" class=\"accordions-head head1710230105575 border-none\" toggle-text=\"\" main-text=\"Editorial &amp; Production\">\r\n                                    <span id=\"accordion-icons-1710230105575\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710230105575\" class=\"accordions-head-title\">Editorial &amp; Production<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710230105575 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/editorial-production-tour\/\">Tour the Workspace<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/editorial-production-manage\/\">Manage Project<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/editorial-production-reports\/\">Reports<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/editorial-production-settings\/\">Settings<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2721\" itemcount=\"4\"  header_id=\"header-1710230153067\" id=\"header-1710230153067\" style=\"\" class=\"accordions-head head1710230153067 border-none\" toggle-text=\"\" main-text=\"ONIX\">\r\n                                    <span id=\"accordion-icons-1710230153067\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710230153067\" class=\"accordions-head-title\">ONIX<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710230153067 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/onix-overview\/\">ONIX Overview<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/onix-21\/\">ONIX Message 2.1<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/onix-30\/\">ONIX Message 3.0<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2721\" itemcount=\"5\"  header_id=\"header-1710258769946\" id=\"header-1710258769946\" style=\"\" class=\"accordions-head head1710258769946 border-none\" toggle-text=\"\" main-text=\"Marketing\">\r\n                                    <span id=\"accordion-icons-1710258769946\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710258769946\" class=\"accordions-head-title\">Marketing<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710258769946 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/marketing-search\/\">Customer search<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/marketing-sales-analysis\/\">Sales Analysis<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/marketing-campaigns\/\">Campaigns<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/journal-reviews\/\">Journal Reviews<\/a><\/p>\n            <\/div>\r\n    <\/div>\r\n\r\n\r\n\r\n            <\/div><\/div><div id=\"widget_accordions-5\" class=\"sidebar-box widget_widget_accordions clr\"><span class=\"widget-title\">Features<\/span><div id=\"accordions-2723\" class=\"accordions-2723 accordions\" data-accordions={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;2723&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;no&quot;}>\r\n                <div id=\"accordions-lazy-2723\" class=\"accordions-lazy\" accordionsId=\"2723\">\r\n                    <\/div>\r\n\r\n    <div class=\"items\"  style=\"display:none\" >\r\n    \r\n            <div post_id=\"2723\" itemcount=\"0\"  header_id=\"header-1692863333212\" id=\"header-1692863333212\" style=\"\" class=\"accordions-head head1692863333212 border-none\" toggle-text=\"\" main-text=\"GDPR Compliance\">\r\n                                    <span id=\"accordion-icons-1692863333212\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1692863333212\" class=\"accordions-head-title\">GDPR Compliance<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1692863333212 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/gdpr\/\">GDPR Compliance<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2723\" itemcount=\"1\"  header_id=\"header-1710227038854\" id=\"header-1710227038854\" style=\"\" class=\"accordions-head head1710227038854 border-none\" toggle-text=\"\" main-text=\"Electronic Data Interchange (EDI)\">\r\n                                    <span id=\"accordion-icons-1710227038854\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710227038854\" class=\"accordions-head-title\">Electronic Data Interchange (EDI)<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710227038854 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/edi\/\">Electronic Data Interchange (EDI)<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2723\" itemcount=\"2\"  header_id=\"header-1710227973188\" id=\"header-1710227973188\" style=\"\" class=\"accordions-head head1710227973188 border-none\" toggle-text=\"\" main-text=\"Electronic Web Interface (EWI)\">\r\n                                    <span id=\"accordion-icons-1710227973188\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710227973188\" class=\"accordions-head-title\">Electronic Web Interface (EWI)<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710227973188 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/ewi-operate\/\">Create, Send\/Receive, Process Feeds<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/ewi-settings\/\">Settings<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/ewi-incoming\/\">Incoming Feeds<\/a><br \/>\n<a href=\"https:\/\/focusservices.co.uk\/tutorials\/ewi-outgoing\/\">Outgoing Feeds<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2723\" itemcount=\"3\"  header_id=\"header-1710230105575\" id=\"header-1710230105575\" style=\"\" class=\"accordions-head head1710230105575 border-none\" toggle-text=\"\" main-text=\"Making Tax Digital\">\r\n                                    <span id=\"accordion-icons-1710230105575\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1710230105575\" class=\"accordions-head-title\">Making Tax Digital<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1710230105575 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/mtd\/\">Making Tax Digital<\/a><\/p>\n            <\/div>\r\n    \r\n            <div post_id=\"2723\" itemcount=\"4\"  header_id=\"header-1741704613037\" id=\"header-1741704613037\" style=\"\" class=\"accordions-head head1741704613037 border-none\" toggle-text=\"\" main-text=\"Notification Emails\">\r\n                                    <span id=\"accordion-icons-1741704613037\" class=\"accordion-icons\">\r\n                        <span class=\"accordion-icon-active accordion-plus\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\r\n                        <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fas fa-chevron-down\"><\/i><\/span>\r\n                    <\/span>\r\n                    <span id=\"header-text-1741704613037\" class=\"accordions-head-title\">Notification Emails<\/span>\r\n                            <\/div>\r\n            <div class=\"accordion-content content1741704613037 \">\r\n                <p><a href=\"https:\/\/focusservices.co.uk\/tutorials\/emails\/\"> Send notification emails <\/a><\/p>\n            <\/div>\r\n    <\/div>\r\n\r\n\r\n\r\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Sales Analysis Generate quick, inspirational sales analyses from actual sales figures. These analyses present a global view without restricting to any section of the business. Go to Publishing &gt; Marketing Select Analysis on the page top panel toolbar. Select type of analysis from the scroll down list. Sales Trend Profitability Type of Sales (Amount) Type 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