Salesman Detail Report
This is a maintenance utility that can be added to an Additional Options menu as it is not on a
standard menu.
For each Salesman, this report lists the purchases per customer
for the current month and the year to date.
It lists the total dollar amount and quantity purchased per Product
Class per month for each Customer.
Selection filters for rentals, sales, and/or services are
provided.
Credit invoices can be included or excluded in the report. There is
also an optional sub-total for each customer.
The prompts include:
-
- FROM SALESMAN
- Leave this field blank to include all salesman codes in the
list, or enter a starting salesman for the range, or select one
from the drop-down list as setup in Salesman
Codes.
- TO SALESMAN
- Leave this field blank to include all salesman codes in the
list, or enter an ending salesman for the range, or select one from
the drop-down list.
FROM CUSTOMER NAME
- Leave this field blank to include all customers, or enter the
first few characters of a starting customer name, or select one
from the Accounting Customer Search
window.
- TO CUSTOMER NAME
- Leave this field blank to include all customers, or enter an
ending customer name or select one from the window.
FROM PRODUCT CLASS
- Leave this field blank to include all products from all
classes, or enter a starting Product Class, or select one from the
Product Class Search window.
- TO PRODUCT CLASS
- Leave this field blank to include all products from all
classes, or enter an ending Product Class, or select one from the
window.
INCLUDE RENTALS
- Check this box to include all rental invoices.
Uncheck this box to exclude rental invoices from the report.
INCLUDE SALES
- Check this box to include all sale invoices.
Uncheck this box to exclude sale invoices from the report.
INCLUDE SERVICES
- Check this box to include all service on the report.
Uncheck this box to exclude services from the report.
INCLUDE CREDIT INVOICES
- Check this box to include credit invoices for returns or
refunds on the report.
Uncheck this box to exclude credit invoices.
YEAR START DATE
- Accept the default fiscal year start as defined the last time
Summarize G/L For Financial Statements was
run, or enter a preferred year start date.
- YEAR END DATE
- Accept the default year end for the reporting period, or enter
a preferred year end date.
- THIS MONTH DATE
- Accept today's date, or enter the preferred date.
PRINT CUSTOMER SUB-TOTAL
- This option only applies to the Print output and not to
the Excel spreadsheet.
Check this box to include a sub-total for each customer.
Uncheck this box if customer totals are not required.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: INSH30