Sales Reports Overview
Purpose: To review key sales reports.
Sales Menu:
Sales Person Performance Report
PURPOSE
To provide management with a real-time status of sales and gross margin by sales rep.
OVERVIEW
Information selected for this report is based on the Delivery Date of sales orders.
Check boxes for specific report selection criteria are:
This report displays Product Totals Only that includes:
- Invoiced sales orders
- Active sales orders and
- Pre-books sales orders
An Alternate Sales Rep is the Entered By on the sales order, not the customer assigned Sales Rep 1.
Website orders should have an Alternate Sales Rep established. Setup a Staff record called “Website” with rep code “WEB” to separate web sales. Also, all web sales will say “internet order” in the Customer PO Reference field.
Specific selection options include by:
- Sales Person
- Category of Product
Column definitions:
- Sales Person Name is the customer sales rep on the sales order unless the check box is set to report Alternate Sales Reps
- Total Sales is product sales on the order
- Cost of Goods is the landed costs of the items from purchase orders
- Gross Margin is the net of Product Sales less Cost
- Credits represent credit memo, not credit requests received for the time period selected.
- Corrected New Margin is Gross Margin less Credits
- % of Net Margin = Corrected Net Margin / Total Sales
- Comm is the “pro forma” commission value based on the rate assigned in the Staff record
- Qnty Sold is the total number of units sold
Price List Report and Email
PURPOSE
To inform your customers of products available using email.
OVERVIEW
There are multiple options available in this programs.
Options summary:
- Select ALL (default) or a Category of products
- Select Price Level 1 (default) or other Price Levels
- Type in a Comment for the document being sent to customers
- Send to all selected price levels or all price levels or enter a specific email address or multiple email addresses
- Include All Incoming Availability or Incoming Availability thru a specific date
- Set the date of this Report to customers
- Option to Round prices to the nearest nickel or quarter
- Option to Round quantity break amounts only
- Option to show On-Hand Quantity
- Arrival dates are showing on screen for incoming product
- Enter Comments by product to appear on the report
- Sort Standard Price List by Category, Sub-category and Product Code
- Default report format:
- Alternate Layout format:
- Quantity Breaks format
- Show Product Code instead of Comments
