Sales [Salesperson Detail] report

Sales [Salesperson Detail] report

For each salesperson, this report displays every item sold within the period range.

You can use this report to break down the items sold by the salesperson during the reporting period.

note : The report displays gross sales (not including VAT or carriage charges) for each item sold by your salespeople for the reporting period.

Report details

Filters

General:

Employees: All/Selected

Custom List No. 1, No. 2, No. 3

Advanced:

Dated: From/To

ID: From/To

Amount: From/To

Referrals

Categories

Deliver Via

Promised Date Range

Customer PO No.

Sale Status

Identifiers

Currencies ( AccountEdge Plus only)

Sorted by

Employee

More Report Fields (not preselected)

Location ID

Customer’s PO No.

Customer Name

Invoice Address

Invoice Address Phone No. 1

Invoice Address Contact

Notes

Terms

Credit Limit

Volume Disc. %

Amount Paid

Current Balance

VAT ID

Deliver Via

Memo

Carriage

Comments

Job No.

Sub-job Of

Job Name

Job Description

Job Contact

% Complete

Start Date

Finish Date

Job Manager

Linked Customer

Job Status

Reimbursable

Due Date

Promised Date

Item Description

Customer Card ID

Custom List No. 1, No. 2, No. 3

Custom Field No. 1, No. 2, No. 3

Delivery Address

Delivery Address Phone No. 1, No. 2, No. 3

Delivery Address Fax

Delivery Address Contact

Address 3

Address 3 Phone No. 1, No. 2, No. 3

Address 3 Fax

Address 3 Contact

Address 4

Address 4 Phone No. 1, No. 2, No. 3

Address 4 Fax

Address 4 Contact

Address 5

Address 5 Phone No. 1, No. 2, No. 3

Address 5 Fax

Address 5 Contact

Discount

Total

Referral Source

Item Name

Category

Finishing Choices

Separate Pages

Add to Reports Menu

Prevent Data Changes During Report Generation

Display in: Originating Currency/Local Currency ( AccountEdge Plus only)

Include Company Name

Include Company Address

Include Report Date and Time

View transaction source

Click an Employee Name to open the Card Information window.

Click an Item Name or Item ID No. to open the Item Information window.

Click ID No., Date, Quantity, Item/Acct, Description, Sale Amount, VAT or Status to open the Sales window.

View sample

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