How To: Create Reports Listing Agent Activity

Reports listing agent activity are created in following screens in Sales Summary:

Note: commission is reversed out if the invoice is not paid within three months.

Best Sellers

The stock an agent has sold can be seen in the [ Sales Summary | Best Sellers ] tab listing the financial breakdown of sales by stock item or stock type.

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Sales Summary | Best Sellers ] tab click on the Ssinvoicefilter.JPG button in the top left.
  3. Select the Agent filter.
  4. From the Agent drop down select the agent required.
  5. Update the date range if required.
  6. Add further filters as required, for example Supplier.
  7. Click on OK.

Customers

The [ Sales Summary | Customers ] screen lists the sales by customers that are linked to the selected agent.

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Sales Summary | Customers ] tab click on the Ssinvoicefilter.JPG button in the top left.
  3. Select the Agent filter.
  4. From the Agent drop down select the agent required.
  5. Update the date range if required.
  6. Add further filters as required, for example brand or postcode regions.
  7. Click on OK.

Invoices

The [ Sales Summary | Invoices ] screen lists the sales invoices that are linked to the selected agent.

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Sales Summary | Invoices ] tab click on the Ssinvoicefilter.JPG button in the top left.
  3. Select the Agent filter.
  4. From the Agent drop down select the agent required.
  5. Update the date range if required.
  6. Add further filters as required, for example brand or postcode regions.
  7. Click on OK.

Sales Source - Commissions (type)

The [ Sales Summary | Sales Source | Commissions (type) ] tab lists agent sales by Sale Source and level 2 Stock Type.

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Sales Summary | Sales Source | Commissions (type) ] tab.
  3. Change the Current month (Optional).
  4. Click on the Go button.

Sales Source - Agents (type)

The [ Sales Source | Agents (type) ] tab allows users to view sales by agent and level 2 Stock Type.

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Sales Summary | Sales Source | Agents (type) ] tab.
  3. Change the Current month filter, if required.
  4. Select a Sales Source from the drop down list if required (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter).
  5. Click on the Go button.

Sales Source - Agents (detail)

The [ Sales Source | Agents (detail) ] tab allows users to view individual sales orders by agent listing the financial breakdown of the commission earned from the individual sales.

  1. Open a Sales Summary screen (show me how)..
  2. Click on the [ Sales Source | Agents (detail) ] tab.
  3. Change the Current month filter, if required.
  4. Select a Sales Source from the drop down list if required (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter).
  5. Click on the Go button.

Printing Reports

The results can be printed using the following options:

  1. Send to Notepad allows the user to send all or only selected data in the Grid to Notepad. This can be saved to external files, printing or importing into a spreadsheet program.
    Note: saving as a .csv file creates a file that is opened in Excel.
  2. Print Grid allows the user to display a report listing the information in the grid.
  3. The the printer icon is the button bar's PRINT button has two options Print Report (if any) and Print Grid both options load the Print Grid dialog.

See Also


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