Introduction: Summary Report by Salesman (05-20-02)

Overview

This selection provides a summary salesperson report for the current month. To provide timely information on a month-to-date basis, it’s a good idea to print this report (along with the Location Sales Report) once or twice a week.

You can view the information on the screen, print a paper copy, or download the report to your computer.

Discussion of Error Records

Typically, once a salesperson has left the company, it is desirable to delete their name from the Sales Analysis files. However, there are two situations where a problem could occur:

• The salesperson has layaway sales and the system attempts to credit their sales account with these sales.
• A salesperson is deleted after a transaction is entered, but before it is updated.

To account for these errors, the Transaction Update Process posts these sales to a Salesperson Error Record. By accumulating the sales information here, rather than just ignoring it, it is possible to account for the dollars from these sales.

Special Notes

• This report uses the Unit Cost from sales as the Cost of Goods Sold. This ensures gross margins are consistent and less confusing to the sales staff, since Unit Cost and the Cost of Goods used on the commission reports are the only costs that they ever see.
• The system does not keep track of one salesperson’s performance against another on a continuous basis. Because of this, you have the option to update the ranking information (‘Run Ranking’) when selecting the criteria for the report.
• This report can only be printed to a laser printer or PDF file.
• You can sort a report column by clicking on the Column Heading.
• You can move a report column by clicking on the Column Heading and dragging to the desired location.