How To: Running the Today’s Sales by Salesperson Report (05-18-02)
Overview
This tutorial describes how to run the Today’s Sales by Salesperson Report.
Step-by-Step
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- From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.
NOTE: If territories and/or markets are set up in 30-02-06, you can select one from this list instead of selecting a region.NOTE: This field cannot be changed if you are using a POS Terminal.
- From the ‘Store’ drop-down menu, select a store for the report. Select ‘All’ to include data from all stores on the report.
NOTE: This field cannot be changed if you are using a POS Terminal.
- In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.
- If this selection is accessed from a Point of Sale terminal, the From date can be no more than 30 days before the current Start of Day date.
- Specify whether the report should include Written or Delivered Sales.
- Specify the types of costs to include. Click the ‘Unit Cost’ radio button to base gross margins and variances on the Unit Cost. Click the ‘Vendor Price’ button to base these calculations on the Vendor Price.
NOTE: This option is only available on Non-Point of Sale terminals.
- Click Refresh. The report results appear.
- Any time you change the report criteria, you will need to click ‘Refresh’ to update the report results.
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- Click the Print button to print a paper copy of the report (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file. If printing to a PDF, accept the pre-prompted save location on your computer, or enter a new one.
- Click Export File to download the report to your computer (optional). Accept the pre-prompted save location, or enter a new one. Then click Ok.
IMPORTANT: Since the exported file is tab delimited, save it with a ‘.txt’ extension.NOTE: This option is only available on Non-Point of Sale terminals.