Viewing Sales by Sales Representative

To compare how your sales representatives are performing over a specified period, run the Salesperson Sales Inquiry. This inquiry shows the total sales dollars and gross profit percentages for each sales representative, and splits out the stock and direct ship sales so that you can see how the sales representatives are doing with each type.

To view sales for individual sales representatives:

From the Reprts > Management Inquiries menu, select Salesperson Sales Inquiry to display the Salesperson Sales Inquiry screen.
In the Br/Tr/ALL field, enter the codes that identify the branches or territories for which to view sales data. Enter commas between codes. To view data for all branches, enter ALL.
In the Date field, enter the date as of which to view the sales data. The default is today's date.
In the Sales Type field, enter one of the following values:

All – Shows data for sales less returns.
Sales – Shows data for sales only.
Returns – Shows data for returned goods only.

In the Period field, enter one of the following values:

Month – Shows sales data for the month you entered in the Date field.
Last 12 – Shows sales data for the twelve months preceding the date you entered in the Date field.
Fiscal YTD – Shows sales data for the months from the beginning of the current fiscal year through the date you entered in the Date field.

In the Salesperson field, enter one of the following values:

Outside – Shows sales data for the outside sales representatives.
Inside – Shows sales data for the inside sales representatives.
Writer – Shows the sales generated by the employee who wrote the sales orders.

In the Sort field, enter the column name by which to sort the information. Valid values include:

Person – Sorts alphabetically from A to Z by the sales representative's first name.
Stock – Sorts from highest dollar amount to lowest.
Direct – Sorts from highest dollar amount to lowest.
Total – Sorts from highest dollar amount to lowest.

With the cursor in the Sort field, press Enter to display sales and gross profit data for stock and direct orders based on your selection criteria.
For each sales representative, view the information in the following columns:

Column	Description
Salesperson	The name of the employee who receives a commission for the sale.
Stock	The dollar amount of items for which the sales representative receives a commission that shipped from the branch's warehouse.
S GP%	The percentage of the dollar amount your company receives as profit for goods shipped from the branch's warehouse.
Direct	The dollar amount of items for which the sales representative receives a commission that shipped from the vendor to your customer.
D GP%	The percentage of the dollar amount your company receives as profit for goods shipped from the vendor to your customer.
Total	The total dollar amount of stock and direct ship items for which the sales representative receives a commission.
T GP%	The percentage of the total dollar amount your company receives as profit for stock and direct ship items sold.

When you have finished viewing information, press Esc to exit the screen.

More Options for Working With Sales Information

The Salesperson Sales Inquiry screen also offers these options:

To...	Use this hot key...
change the branch or territory code	Branch The cursor moves to the Br/Tr/ALL field. Type the new value and press Enter to update the screen.
change the date as of which to view the sales information	Date The cursor moves to the Date field. Type the new value and press Enter to update the screen.
change the sales type	Sales Type The Sales Type selection list displays. Select the new value and press Enter to update the screen.
change the period over which to view sales information	Period The Period selection list displays. Select the new value and press Enter to update the screen.
change the type of sales representative for which to review sales	Salesperson The Salesperson selection list displays. Select the new value and press Enter to update the screen.
change the primary column on which to sort the information	Sort The Sort selection list displays. Select the new value and press Enter to update the screen.