Add Sales Operations with 20 Reports - Multi-Channel Support

This commit adds comprehensive sales operations capabilities to the
Futon Manufacturing Database, including support for Retail, Online,
and Wholesale sales channels.

New Features:
- Multi-channel sales support (Retail, Online, Wholesale)
- Retail store management with 7 sample stores
- Sales territories and representative tracking
- Sales quotation and conversion tracking
- Sales returns and refund management
- Promotional campaigns and pricing
- Channel-specific price lists
- 20 comprehensive sales operations reports

Sales Reports (20 total):
1. Sales Performance by Channel - Multi-channel analysis
2. Store Performance - Individual store metrics
3. Sales Rep Performance - Territory and conversion tracking
4. Customer Sales Analysis - Segmentation and status
5. Product Sales Performance - By channel profitability
6. Sales Trend Analysis - MoM and YoY growth
7. Order Value Analysis - AOV and order size distribution
8. Returns Analysis - By reason, product, channel
9. Quote Conversion - Pipeline and win rates
10. Discount Analysis - Impact on margins
11. Top Products - Ranked by multiple metrics
12. Sales by Territory - Geographic performance
13. Channel Profitability - Full P&L by channel
14. Customer Lifetime Value - CLV with tiers
15. Sales Growth Analysis - Trends and patterns
16. Order Size Distribution - Basket analysis
17. Product Mix Analysis - Cross-sell opportunities
18. Time-Based Analysis - Day/hour patterns
19. Sales Pipeline - Funnel conversion rates
20. RFM Segmentation - Customer targeting

Sample Data Added:
- 6 sales territories across regions
- 8 sales representatives
- 7 retail stores (Portland, Seattle, SF, LA)
- 15 sales orders across all channels
- 2 sales returns with reasons
- 2 sales quotes
- 4 promotional campaigns
- 3 channel-specific price lists

Database Enhancements:
- SalesChannel table (Retail, Online, Wholesale)
- Store table for retail locations
- SalesTerritory and SalesRep tables
- SalesReturn and SalesReturnDetail tables
- SalesQuote and SalesQuoteDetail tables
- Promotion table for campaigns
- PriceList and PriceListDetail tables
- Enhanced SalesOrder with channel, store, and rep tracking
- Discount tracking at order and line level

Files Added:
- 05-sales-schema-enhancements.sql - Sales tables and enhancements
- 06-sales-sample-data.sql - Sales sample data (territories, reps, stores, orders)
- 07-sales-reports.sql - 20 sales operations report views
- 08-sales-sample-queries.sql - Example queries for sales analysis

Documentation:
- Updated README with sales reports documentation
- Added sales operations use cases
- Updated installation instructions
- Version bumped to 2.0.0

Author: claude

samples/databases/futon-manufacturing/05-sales-schema-enhancements.sql

@@ -0,0 +1,247 @@
+-- =============================================
+-- Sales Operations Schema Enhancements
+-- Futon Manufacturing Database
+-- =============================================
+-- Adds sales channel tracking, stores, and enhanced
+-- sales operations capabilities
+-- =============================================
+
+USE FutonManufacturing;
+GO
+
+-- =============================================
+-- Sales Channels and Stores
+-- =============================================
+
+CREATE TABLE SalesChannel (
+    SalesChannelID INT IDENTITY(1,1) PRIMARY KEY,
+    ChannelCode NVARCHAR(20) NOT NULL UNIQUE,
+    ChannelName NVARCHAR(100) NOT NULL,
+    Description NVARCHAR(255),
+    IsActive BIT NOT NULL DEFAULT 1
+);
+
+INSERT INTO SalesChannel (ChannelCode, ChannelName, Description) VALUES
+('RETAIL', 'Retail Store', 'Physical retail store sales'),
+('ONLINE', 'Online/E-Commerce', 'Online website and marketplace sales'),
+('WHOLESALE', 'Wholesale', 'Bulk sales to retailers and distributors');
+
+CREATE TABLE Store (
+    StoreID INT IDENTITY(1,1) PRIMARY KEY,
+    StoreCode NVARCHAR(20) NOT NULL UNIQUE,
+    StoreName NVARCHAR(100) NOT NULL,
+    SalesChannelID INT NOT NULL,
+    Manager NVARCHAR(100),
+    Phone NVARCHAR(20),
+    Email NVARCHAR(100),
+    Address NVARCHAR(255),
+    City NVARCHAR(100),
+    State NVARCHAR(50),
+    ZipCode NVARCHAR(20),
+    OpenDate DATE,
+    IsActive BIT NOT NULL DEFAULT 1,
+    CONSTRAINT FK_Store_SalesChannel FOREIGN KEY (SalesChannelID) REFERENCES SalesChannel(SalesChannelID)
+);
+
+CREATE TABLE SalesTerritory (
+    TerritoryID INT IDENTITY(1,1) PRIMARY KEY,
+    TerritoryCode NVARCHAR(20) NOT NULL UNIQUE,
+    TerritoryName NVARCHAR(100) NOT NULL,
+    Region NVARCHAR(50),
+    IsActive BIT NOT NULL DEFAULT 1
+);
+
+CREATE TABLE SalesRep (
+    SalesRepID INT IDENTITY(1,1) PRIMARY KEY,
+    EmployeeCode NVARCHAR(20) NOT NULL UNIQUE,
+    FirstName NVARCHAR(50) NOT NULL,
+    LastName NVARCHAR(50) NOT NULL,
+    Email NVARCHAR(100),
+    Phone NVARCHAR(20),
+    TerritoryID INT,
+    HireDate DATE,
+    IsActive BIT NOT NULL DEFAULT 1,
+    CONSTRAINT FK_SalesRep_Territory FOREIGN KEY (TerritoryID) REFERENCES SalesTerritory(TerritoryID)
+);
+
+-- =============================================
+-- Enhance Existing Tables
+-- =============================================
+
+-- Add sales channel tracking to SalesOrder
+ALTER TABLE SalesOrder ADD SalesChannelID INT NULL;
+ALTER TABLE SalesOrder ADD StoreID INT NULL;
+ALTER TABLE SalesOrder ADD SalesRepID INT NULL;
+ALTER TABLE SalesOrder ADD DiscountAmount DECIMAL(18,2) DEFAULT 0;
+ALTER TABLE SalesOrder ADD NetAmount AS (TotalAmount - DiscountAmount) PERSISTED;
+
+ALTER TABLE SalesOrder ADD CONSTRAINT FK_SalesOrder_SalesChannel
+    FOREIGN KEY (SalesChannelID) REFERENCES SalesChannel(SalesChannelID);
+ALTER TABLE SalesOrder ADD CONSTRAINT FK_SalesOrder_Store
+    FOREIGN KEY (StoreID) REFERENCES Store(StoreID);
+ALTER TABLE SalesOrder ADD CONSTRAINT FK_SalesOrder_SalesRep
+    FOREIGN KEY (SalesRepID) REFERENCES SalesRep(SalesRepID);
+
+-- Add discount tracking to SalesOrderDetail
+ALTER TABLE SalesOrderDetail ADD DiscountPercent DECIMAL(5,2) DEFAULT 0;
+ALTER TABLE SalesOrderDetail ADD DiscountAmount AS (LineTotal * DiscountPercent / 100) PERSISTED;
+ALTER TABLE SalesOrderDetail ADD NetAmount AS (LineTotal - (LineTotal * DiscountPercent / 100)) PERSISTED;
+
+-- Add customer segmentation
+ALTER TABLE Customer ADD CustomerType NVARCHAR(20) DEFAULT 'Retail'; -- Retail, Wholesale, Online
+ALTER TABLE Customer ADD SalesRepID INT NULL;
+ALTER TABLE Customer ADD TerritoryID INT NULL;
+
+ALTER TABLE Customer ADD CONSTRAINT FK_Customer_SalesRep
+    FOREIGN KEY (SalesRepID) REFERENCES SalesRep(SalesRepID);
+ALTER TABLE Customer ADD CONSTRAINT FK_Customer_Territory
+    FOREIGN KEY (TerritoryID) REFERENCES SalesTerritory(TerritoryID);
+
+-- =============================================
+-- Sales Returns and Exchanges
+-- =============================================
+
+CREATE TABLE ReturnReason (
+    ReturnReasonID INT IDENTITY(1,1) PRIMARY KEY,
+    ReasonCode NVARCHAR(20) NOT NULL UNIQUE,
+    ReasonDescription NVARCHAR(255) NOT NULL,
+    IsActive BIT NOT NULL DEFAULT 1
+);
+
+INSERT INTO ReturnReason (ReasonCode, ReasonDescription) VALUES
+('DEFECT', 'Product defect or quality issue'),
+('DAMAGE', 'Damaged during shipping'),
+('WRONG', 'Wrong item received'),
+('NOFIT', 'Does not fit/wrong size'),
+('EXPECT', 'Did not meet expectations'),
+('CHANGE', 'Customer changed mind'),
+('LATE', 'Delivery too late'),
+('OTHER', 'Other reason');
+
+CREATE TABLE SalesReturn (
+    ReturnID INT IDENTITY(1,1) PRIMARY KEY,
+    ReturnNumber NVARCHAR(50) NOT NULL UNIQUE,
+    SalesOrderID INT NOT NULL,
+    CustomerID INT NOT NULL,
+    ReturnDate DATE NOT NULL DEFAULT CAST(GETDATE() AS DATE),
+    ReturnReasonID INT NOT NULL,
+    Status NVARCHAR(20) NOT NULL DEFAULT 'Pending', -- Pending, Approved, Received, Refunded, Denied
+    RefundAmount DECIMAL(18,2) DEFAULT 0,
+    RestockingFee DECIMAL(18,2) DEFAULT 0,
+    Notes NVARCHAR(MAX),
+    ApprovedBy NVARCHAR(100),
+    ApprovedDate DATETIME2,
+    CreatedDate DATETIME2 DEFAULT GETDATE(),
+    CONSTRAINT FK_Return_SalesOrder FOREIGN KEY (SalesOrderID) REFERENCES SalesOrder(SalesOrderID),
+    CONSTRAINT FK_Return_Customer FOREIGN KEY (CustomerID) REFERENCES Customer(CustomerID),
+    CONSTRAINT FK_Return_Reason FOREIGN KEY (ReturnReasonID) REFERENCES ReturnReason(ReturnReasonID)
+);
+
+CREATE TABLE SalesReturnDetail (
+    ReturnDetailID INT IDENTITY(1,1) PRIMARY KEY,
+    ReturnID INT NOT NULL,
+    SODetailID INT NOT NULL,
+    ItemID INT NOT NULL,
+    QuantityReturned DECIMAL(18,2) NOT NULL,
+    UnitPrice DECIMAL(18,4) NOT NULL,
+    RefundAmount DECIMAL(18,2) NOT NULL,
+    Disposition NVARCHAR(50), -- Restock, Scrap, Repair, RMA
+    CONSTRAINT FK_ReturnDetail_Return FOREIGN KEY (ReturnID) REFERENCES SalesReturn(ReturnID),
+    CONSTRAINT FK_ReturnDetail_SODetail FOREIGN KEY (SODetailID) REFERENCES SalesOrderDetail(SODetailID),
+    CONSTRAINT FK_ReturnDetail_Item FOREIGN KEY (ItemID) REFERENCES Items(ItemID)
+);
+
+-- =============================================
+-- Sales Quotations
+-- =============================================
+
+CREATE TABLE SalesQuote (
+    QuoteID INT IDENTITY(1,1) PRIMARY KEY,
+    QuoteNumber NVARCHAR(50) NOT NULL UNIQUE,
+    CustomerID INT NOT NULL,
+    SalesChannelID INT,
+    SalesRepID INT,
+    QuoteDate DATE NOT NULL DEFAULT CAST(GETDATE() AS DATE),
+    ExpirationDate DATE,
+    Status NVARCHAR(20) NOT NULL DEFAULT 'Draft', -- Draft, Sent, Accepted, Declined, Expired
+    Subtotal DECIMAL(18,2) DEFAULT 0,
+    DiscountAmount DECIMAL(18,2) DEFAULT 0,
+    TaxAmount DECIMAL(18,2) DEFAULT 0,
+    TotalAmount DECIMAL(18,2) DEFAULT 0,
+    ConvertedToOrderID INT NULL,
+    Notes NVARCHAR(MAX),
+    CreatedBy NVARCHAR(100),
+    CreatedDate DATETIME2 DEFAULT GETDATE(),
+    CONSTRAINT FK_Quote_Customer FOREIGN KEY (CustomerID) REFERENCES Customer(CustomerID),
+    CONSTRAINT FK_Quote_SalesChannel FOREIGN KEY (SalesChannelID) REFERENCES SalesChannel(SalesChannelID),
+    CONSTRAINT FK_Quote_SalesRep FOREIGN KEY (SalesRepID) REFERENCES SalesRep(SalesRepID),
+    CONSTRAINT FK_Quote_ConvertedOrder FOREIGN KEY (ConvertedToOrderID) REFERENCES SalesOrder(SalesOrderID)
+);
+
+CREATE TABLE SalesQuoteDetail (
+    QuoteDetailID INT IDENTITY(1,1) PRIMARY KEY,
+    QuoteID INT NOT NULL,
+    LineNumber INT NOT NULL,
+    ItemID INT NOT NULL,
+    Quantity DECIMAL(18,2) NOT NULL,
+    UnitPrice DECIMAL(18,4) NOT NULL,
+    DiscountPercent DECIMAL(5,2) DEFAULT 0,
+    LineTotal AS (Quantity * UnitPrice * (1 - DiscountPercent/100)) PERSISTED,
+    CONSTRAINT FK_QuoteDetail_Quote FOREIGN KEY (QuoteID) REFERENCES SalesQuote(QuoteID),
+    CONSTRAINT FK_QuoteDetail_Item FOREIGN KEY (ItemID) REFERENCES Items(ItemID)
+);
+
+-- =============================================
+-- Promotions and Pricing
+-- =============================================
+
+CREATE TABLE Promotion (
+    PromotionID INT IDENTITY(1,1) PRIMARY KEY,
+    PromotionCode NVARCHAR(50) NOT NULL UNIQUE,
+    PromotionName NVARCHAR(255) NOT NULL,
+    Description NVARCHAR(MAX),
+    DiscountPercent DECIMAL(5,2),
+    DiscountAmount DECIMAL(18,2),
+    StartDate DATE NOT NULL,
+    EndDate DATE NOT NULL,
+    IsActive BIT NOT NULL DEFAULT 1,
+    MinimumPurchase DECIMAL(18,2) DEFAULT 0,
+    ApplicableChannels NVARCHAR(255) -- CSV: RETAIL,ONLINE,WHOLESALE
+);
+
+CREATE TABLE PriceList (
+    PriceListID INT IDENTITY(1,1) PRIMARY KEY,
+    PriceListCode NVARCHAR(20) NOT NULL UNIQUE,
+    PriceListName NVARCHAR(100) NOT NULL,
+    SalesChannelID INT,
+    EffectiveDate DATE NOT NULL,
+    EndDate DATE,
+    IsActive BIT NOT NULL DEFAULT 1,
+    CONSTRAINT FK_PriceList_SalesChannel FOREIGN KEY (SalesChannelID) REFERENCES SalesChannel(SalesChannelID)
+);
+
+CREATE TABLE PriceListDetail (
+    PriceListDetailID INT IDENTITY(1,1) PRIMARY KEY,
+    PriceListID INT NOT NULL,
+    ItemID INT NOT NULL,
+    UnitPrice DECIMAL(18,4) NOT NULL,
+    MinimumQuantity DECIMAL(18,2) DEFAULT 1,
+    CONSTRAINT FK_PriceListDetail_PriceList FOREIGN KEY (PriceListID) REFERENCES PriceList(PriceListID),
+    CONSTRAINT FK_PriceListDetail_Item FOREIGN KEY (ItemID) REFERENCES Items(ItemID)
+);
+
+-- =============================================
+-- Indexes for Performance
+-- =============================================
+
+CREATE NONCLUSTERED INDEX IX_SalesOrder_Channel ON SalesOrder(SalesChannelID, OrderDate);
+CREATE NONCLUSTERED INDEX IX_SalesOrder_Store ON SalesOrder(StoreID, OrderDate);
+CREATE NONCLUSTERED INDEX IX_SalesOrder_SalesRep ON SalesOrder(SalesRepID, OrderDate);
+CREATE NONCLUSTERED INDEX IX_Customer_Type ON Customer(CustomerType);
+CREATE NONCLUSTERED INDEX IX_SalesReturn_Date ON SalesReturn(ReturnDate);
+CREATE NONCLUSTERED INDEX IX_SalesQuote_Status ON SalesQuote(Status, QuoteDate);
+
+GO
+
+PRINT 'Sales operations schema enhancements completed successfully!';
+GO