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Sales Summary By Sales Person
Sales Summary By Sales Person

Open Analyse Sales Report by Sales Person

Updated over a week ago

Description

This article explains how to open Analyse Sales Report by Sales Person. This report display Sales Orders List grouped by Sales Person.

Detail Steps

To access Report:

  1. Open WMS.

  2. Select Reports > Sales > Sales Summary > By Sales Person.

  3. Select Report Set (select *Default if no additional customisations done).

4. Select Customer or *Show All.

5. Select Location or *Show All.

6. Select Item or *Show All.

7. Select Salesperson or *Show All.

8. Select Date range.

9. Select Date Type.

10. Select Sale type.

11. Select Priority or *Show All.

12. Select Approval or *Show All.

13. Select Report Type: Summary or Detail.

14. Open Advanced Tab.

15. Select Supplier or *Show All.

16. Select Pick Status or *Show All.

17. Select Filter Status: By Order or Line.

18. Select Purchase Order, Job Code, Referral Source and default Salesperson or *Show All.

19. Generate Report.

Example Report in Summary Type:

Example Report in Detail Type:

Related Information

If you encounter an issue running Report, please contact Datapel Support team.


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