Sales Summary - Sale Source
Table Of Contents
The[ Sales Summary | Sales Source ] tab helps you understand where your Sales Orders are coming from. For example, you can use Sales Sources to compare orders received through channels such as telesales, internet sales or other routes into your business.
Before you start
Before you can analyse Sales Sources, you need to:
- Create the required Sales Sources in System Data - Sale Source.
- Assign the appropriate Sales Source to your Sales Orders.
For setup instructions, see:
Sales Source sub-tabs
The Sales Source area contains four sub-tabs.
Main
The Main Sub Tab provides an overall analysis of sales by Sales Source. [servicedes...ontrol.com]
Available filters include:
- Currency
- Date Range
- Distinct Customer Count
- Keycode
- Keycode Type
- Show Empty Rows
The results include customer counts, order counts and net sales values for the selected date range. The grid also provides year-to-date figures and average sales information. [servicedes...ontrol.com]
Note: Click Go to populate the grid if the results have not already been loaded using the filters. [servicedes...ontrol.com]
Commissions (type)
Use the Commissions (type) Sub Tab_Sub_Tab) to analyse commission information by type.
The main filter is:
- Current Month
Agents (type)
Use the Agents (type) Sub Tab_Sub_Tab) to analyse agent activity and commission by type.
Available filters include:
- Current Month
- Sales Source
Agents (detail)
Use the Agents (detail) Sub Tab_Sub_Tab) for a more detailed view of agent activity.
Available filters include:
- Current Month
- Sales Source
Sales Orders and Issued Only results
The results depend on whether you are reporting on Sales Orders or Issued Only:
- Sales Orders: Results include issued Sales Orders as well as Sales Order totals regardless of whether stock has been assigned.
- Issued Only: Results only include issued Sales Orders, including part shipments.
This distinction is important when comparing reports, as the values shown can differ depending on the option selected.
Shared filters
Sales Summary supports shared filters across several reporting areas, including the Sales Source sub-tabs. This makes it easier to apply compatible filter criteria across different Sales Summary views.
Viewing large totals
If a Total cell at the bottom of the grid has a red background, the value is too large to fit within the current column width.
To view the complete value:
- drag the edge of the column heading to make the column wider; or
- use the Resize Column option in the Grid Menu.