Salesperson Management Report

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This report shows activity related to all customer orders as a snapshot for salespersons or monitoring customer orders.

Information for this report is derived from received inventory, payments receipts, and installer details.

Reports can be sorted by Store and Sales Rep.

  Tips:

• To run a report for all the salespersons and then give them an individual copy, check Page break on Salesperson.
• Style/Item and Color/Desc refer to Private Style/Name and Color/Description for Rolls and Items.
• Choosing multiple stores without checking combine, will produce a report for each store.
• If there is more than one Salesperson on an order, reporting will be for 'Salesperson 1' only. The assumption is that salesperson 1 has primary responsibility on the order.
• The data for this report is compiled from Received Inventory, Payments Receipts, and Installers Info.

How to Run the Report

1. Choose the store or stores.
2. Choose one or more salespeople.
3. The beginning and ending dates refer to the date of the activity selected.
4. Any combination of the activities is possible; a separate report will be produced for each option.

Example Reports

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