Sales Analysis

Menu 11.14 - Service Experts Sales Report (FT Only)

Menu 11.14 - Lists items sold for Service Experts, by company for a specified date range.

All stores participating in the National Account Program with Service Experts customers must send a quarterly sales report to Service Experts.

Steps 2 - 8 can only be run on a PC with Microsoft Excel Installed.

• Enter the Company number or <enter> for ALL companies combined
• Enter the date to begin sales information
• Enter the date to end sales information
• Select the option that best fits the beginning and ending sales date range that you entered
  •  Jan – Mar
  • Jan – Jun
  • Jan – Sept
  • Sept – Dec
• Information will be transferred and saved as C:/PICK/ft.txt

4.       Open ft.txt file in Excel

• Open Microsoft Excel
• Click Open from the File menu
• Click “Look In” dropdown box, select C: Drive
• Double-click the PICK folder
• Select “All Files” (*.*) for the “Files of Type”
• Open the file called “ft.txt” or ft, double-click
• At the message “The file is not in a recognizable format” click OK

5.       Text Import Wizard

• Step 1 of 3
  • Select Fixed Width, set the “Start Import Row at” to 4, and click NEXT
• Step 2 of 3: Adjust the lines to specify the following column breaks
  • Just to the left of the ‘C’ in City
  • Just to the left of the ‘S’ in ST
  • After the ‘T’ in ST
  • Just to the left of the ‘A’ in A.PROD.NO
  • Just to the left of the ‘D’ in DESC
  • Just to the left of the ‘C’ in CATEG
  • Just after the period in CATEG
  • Just after the second period in PRICE
  • Just after the 9 in QTY9
  • Just after the 10 in QTY10
  • Just after the 11 in QTY11
  • Click NEXT
• Step 3 of 3:  Click Finish

6.       Suggested adjustments to make in the Excel Spreadsheet

• Re-name the column headings
  • CUST.NAME – Customer Name
  • CITY – City
  • ST – ST
  • A.CUST.NO – Johnstone Cust. Acct. #
  • A.PROD.NO – Stock #
  • DESC – Description
  • CATEG – Product/Cat Code
  • PRICE – Last Price Paid
  • QTY9 – Sept 05
  • QTY10 – Oct 05
  • QTY11 – Nov 05
  • QTY12 – Dec 05

7.       Saving the Spreadsheet

• Select Save As from the File menu
• At the bottom of the window where it says “Save as Type” select ‘Microsoft Excel Workbook (*.xls)’
• Type a name for the file in the File Name field and click Save

8.       Email the Spreadsheet to Service Experts

• Suppliers.sei@serviceexperts.com

 Last Updated 7/07/06

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