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:
Open WMS
Select Reports > Sales > Sales Summary > By Sales Person
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.
