Running the Sales by Source by Writer Report

The Sales by Source by Writer Report shows sales information based on the writer and sales source.

To run the Sales by Source by Writer Report:

From the Reprts > End of Month Reports > Salesperson & Writer Reports menu, select Sales by Source by Writer to display the Sales by Source by Writer Report screen.
In the Br/Tr/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.
In the Start Date field, enter the first date in a range of dates for which to view sales. This field supports variable dates.
In the End Date field, enter the last date in the range of dates for which to view sales. This field supports variable dates.

The system populates this field with the date entered in the Start Date field, but you can change it, if needed.

In the Select By field, indicate whether to select invoices for the report by pricing branch or shipping branch. The default value is Pricing Branch.
In the Writer field, enter the login ID of the order taker for whom to print the report. If left blank, the report includes all writers.
In the Sort by field, indicate whether to sort the report by Source by Writer or by Writer by Source. The default value is Source by Writer.
In the Detail/Summary field, indicate the level of detail to print on the report.

Detail – Prints a detail line for individual invoices by customer and the customer contact information within the sort criteria. The transactions selected for a salesperson are based on the salesperson identified in the header of the sales order.
Summary – Prints a summary line for each writer showing totals for the writer's invoices. This is the default value.

Note: The system rounds the individual and grand totals to the nearest whole dollar. Consequently, the manual sum of the individual amounts may not match the grand total amount.

Set options, if needed, and generate the report.

If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.