Description

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

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

      5. Select Item or *Show All

      6.  Select Salesperson or *Show All

     7. Select Date range

     8. Select Date Type

     9. Select Sale type:

    10. Select Priority or *Show All

   11. Select Approval or *Show All

   12. Select Report Type: Summary or Detail

   13. Open Advanced Tab

   14. Select Supplier or *Show All

   15. Select Pick Status or *Show All

   16. Select Filter Status: By Order or Line

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

   18. Generate Report


Example Report in Summary Type:


Example Report in Detail Type:


Related Information

If encounter issue running Report please contact Datapel Support team.

Reporting

Exporting Reports