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 Reports > Management Inquiries menu, select Salesperson Sales Inquiry to display the Salesperson Sales Inquiry window.
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 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 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.
Click Update 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. |
|
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. |
|
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. |
|
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, exit the window.
More Options for Working With Sales Information
The Salesperson Sales Inquiry window also offers these options:
|
To... |
Select this menu option... |
|
view a graphical representation of the data in the table |
File > Create Graph The Graph Options for Salesperson Sales Inquiry dialog box displays. |
|
export the data to an Excel spreadsheet |
File > Save as Excel The Save dialog box displays. |
|
print the table |
File > Print Table The Print Table dialog box displays. |
See Also: