Skip to main content

OE-23 Salesperson Activity

This report will let you see written and delivered sales by salesperson. It is good for a sales meeting but be aware costs and margins are shown on this report. If you do not want any cost information, try the OE-24.

This report has a variety of sorting/grouping options to analyze but is most commonly run by salesperson. There are many date types available on this report so sales can be seen by invoice start date, delivery date or finish date.

OE-23_image1

 

Report Parameters​

  • Sort By:  Report can be sorted in different ways:
    • Invoice number
    • Salesperson
    • Invoice type
  • Branch:  This option will let you select one or multiple branches.  Access to this is based on security.
  • Salesperson:  This option will let you select one or multiple salespeople.  Access to this is based on security.
  • Invoice Type:  This option will let you select one or multiple invoice types.
  • Split Commissions:  If this box is checked and, if Salesperson 2 is filled in on the invoice, then the split percentage will apply.
  • Include items on Warranty Invoices:  If this box is checked then it will include items where Warranty = Yes in this report.
  • Date Type:  This is the date parameter.  The options are Finish Date, Schedule Date, Invoice Start Date, Pick up Date, and Pick up/Schedule Date.
  • Date From & Date To:  This is based on date type selected.  I.E. Finish Date, Schedule Date, Invoice Start Date, Pick up Date, or Pick up/Schedule Date.  The pick up/schedule date option will select invoices whether they have a pickup date or a schedule date filled in.
  • Include Estimate Invoices:  If this box is checked then it will include quote (estimate) invoice types in this report.
  • Replace Model Cost with PO Quoted Cost if Backordered:  If this box is checked, a PO has this model in it, and it is linked to the invoice, then replace the model cost with PO quoted cost.
  • Serial Cost Type:  This option will let you select the cost shown on the report and used to calculate margin.  Access to this is based on user security.  The options are:
    • Invoice Cost:  If the invoice is finished then it will use the individual costs of each serial number.  If the invoice is still open it will use the last cost of the model.
    • Model Standard Cost:  use the standard cost from Serial Inventory > Maintenance.
    • Serial Standard cost:  If the invoice is finished then it will use the standard cost of each serial number.  If the invoice is still open it will use the standard cost stored on the model line in invoice detail.
    • Invoice standard cost:  This will use the standard cost stored on the model line in invoice detail.
    • Average Cost:  This will use the average cost stored on the model line in invoice detail.
    • Last Cost:  This will use the last cost stored on the model line in invoice detail.
  • Replace Model Zero Cost With:  This option will let you replace any zero costs on invoice with the selected cost in this field.  The options are None, Standard, Last, and Average.
  • Replace Item Zero Cost With:  This option will let you replace any zero costs on invoice with the selected cost in this field.  The options are None, Last, and Average.
  • Report Type:  The report can be run in either summary or detail.
  • Process:  The report can be run for either current invoices or archived invoices.
  • Accumulate Rebates with Models:  With this option checked, the user will able to select the miscellaneous types that are rebates so they can see a more accurate sales figure.

Image

OE-23_image3