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gFM-Business quick tip: Sort articles by turnover

Sort by turnover

Tip: Sort articles in gFM-Business by turnoverAs a FileMaker-based Database you can search for any field in gFM-Business and sort data records according to any criteria. The Article management of the software contains integrated statistics on how often and at what value the item called up was purchased and sold. In this short guide, we explain how products can be sorted by sales revenue in ascending or descending order in gFM Business item management, for example to determine top sellers or slow sellers. To do this, we use the gFM Business function [Sort], whose button can be found in the toolbar on every screen in gFM Business. This tip can therefore also be used in a modified form on all other screens in all modules.

Sort records in gFM-Business

Sort] button in the toolbar

The function for sorting data records can be called up in the toolbar on every screen of all modules. After clicking on the [Sort] a dialog box appears in which the sort sequence for all data records called up can be defined.

Dialog for sorting data records

Sort items by sales revenue

To sort data records in gFM-Business according to a specific criterion, first call up the screen and, if necessary, the tab containing the field according to which the data records are to be sorted. In our example of sorting articles by turnover, you call up the following screen:

Articles > Article master > Sale

Now click on the icon in the toolbar [Sort]whereupon the dialog shown above for sorting data records appears. The left-hand column contains all the fields of the current screen, according to which you can sort all the data records called up. By default, all fields of the current layout are displayed; by selecting them in the top pop-up menu, you can also display all data records of the current data table if the desired field is not on the current layout.

To sort all called items by sales revenue, we need to add the sum of all sold items to the sort sequence. Totals are identified in gFM Business with the prefix "xSum_", the field for the sum of all items sold is called:

xSum_sales_total_price

Select the field mentioned in the left-hand column and then click on the button [Copy]so that the field is in the "Sort order" column on the right.

Sort by turnover

If the data records are also to be sorted according to a further criterion, you can add any number of additional fields to the sort sequence in the left-hand column in this way. After clicking on a sort field in the right-hand column [Sort order] you can specify for each field whether this field should be sorted in ascending or descending order. In our example, we sort the articles called up according to the field xSum_sales_total_price in descending order, so that items with the highest sales revenue are displayed at the top of the list.

After confirming the dialog box via the [Sort] the data records called up are sorted according to the criteria you have specified and can be viewed in the list view or printed out as a list.

Customize the fields displayed in the list view

In gFM-Business Light and Professional, in the article master under the tabs [Purchase] and [Sale] For each item, you can see how many items of the selected product have been purchased and sold in the past. If the total amount of purchased or sold items is also to be displayed in the Print layout of the item list, you can display the list using FileMaker Pro by using the xSum_sales_total_price expand. Find out in this articlehow you can customize and extend print layouts in gFM-Business according to individual requirements.

If you would also like to extend list views on the screen with any fields, this is possible in gFM-Business Custom and in the open license of gFM-Business is possible. We would also be happy to advise you personally on which version of gFM-Business is best suited to your needs. Please call us at +49 (0) 441-18020781 or contact us in writing. Contact us with us.

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