Report Written Sales by Salesperson
Access
This report breaks out each salesperson’s contribution
(split value) on each sales order the salesperson wrote during the selected
time period. It also calculates each salesperson’s total split values.
The display includes the salesperson’s share of each sales order (percent
split) and the total number of salespersons involved with the sale (number
split).
Also displayed is each salesperson’s portion of the merchandise amount,
gross profit, and order value. The data includes adjustments (exchanges,
etc.) and negative numbers as appropriate. Sort is by store, then by salesperson.
Summary totals for each salesperson and store appear at the end of the
data for each store. Once the run-time options have been selected, choose
Run to produce the report.
The output of this report may be affected by Regional
Processing restrictions. That is, you can report on only the customers
and locations to which you have access.
For delivered sales (that is, closed or completed orders), the End-of-Month
process purges data from closed periods. To access this information
after it has been purged, you can use EIS or create customized sales
analysis reports to display written sales data from previous periods.
In the Order Total column, a positive number indicates a sales order and
a negative number indicates a customer return.
Date CodeClick the arrow button to
select a date code.
If you select CUS, you can specify the Start and End Dates.
Start Date, End DateIf you
select the date code CUS, you can enter a start and end date for the report
or you can leave the fields blank for the earliest and latest dates available.
If you are not specifying a custom date range, these fields are filled
in based on the date
code selected and are not available for change.
SalespersonYou can
run the report for all salespeople (leave field blank) or you can limit
the report to specific salespeople. Click the search button to select
a salesperson code from the list or click the action button to access
the multiple
selection window, which you can use to select multiple salesperson
codes.
DistrictIf you
set up sales districts for your company and regional
processing is active, you can limit the report to specific districts.
Click the arrow button to select one specific district, or click the action
button and use the multiple selection window to select multiple (or all)
districts.
LocationIf limiting
the report by District, you can select No Locations Selected at this field.
Otherwise, you can run the report for one or more locations. Click the
arrow button to select a location from the list or click the action button
to access the Multiple
Location Selection Window, which you can use to select multiple locations.
Report TypeIndicate
the type of report you want to generate. Choose Detail to generate a report
that includes order detail such as the order number, merchandise amount,
percent split, and profit percent. Choose Salesperson Summary to generate
a report that includes totals only. Choose Both Detail and Summary to
generate both report types.
Send Output toThe output
destination of the report displays. To change the output destination,
click on the Actions button and select Output
Settings.
Export PathIf you
select either the Personal
Report Viewer ( PRV), Excel Export,
or ASCII Export, this field displays the pre-set computer drive and folder
location to which the system exports the report data. You cannot edit
the export path using this process.