Review Item-wise and Category Sales Analysis
How to Review Item-wise and Category Sales Analysis in Muhasib ERP
Overview
This guide will help you compare item and category sales performance and trace category totals to item-level source data.
You get category-to-item performance analysis for merchandising or planning.
Who can do this
You need access to Relevant BI/report permissions plus item/category and sales visibility.
Before you start
Define company, period, locations, category hierarchy, items, units, statuses, returns, and performance measure.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Dashboards & BI → needed item/category analysis, when active.
Review Item-wise and Category Sales Analysis
Step 1: Confirm the active report title and launch path
Step 2: Set exact scope, category, and item filters
Step 3: Generate or refresh
Step 4: Review category/item quantities, values, returns, and other displayed metrics
Step 5: Avoid double-counting parent and child categories
Step 6: Reconcile to Item-wise Sale detail
Check your work
Non-overlapping item totals reproduce category totals and compare and confirm to source sale lines.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not present a source family as one active report until system titles are confirmed.
- Check historical category changes and unit differences.