You use this program to generate a report by branch code reflecting the sales made by a range of salespersons for the current and previous two months.
Since the program does not update any files, you can print the report as often as required.
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Sales by salesperson as of |
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| Print report by |
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| Other options | |||||||||
| Print zero balance product classes |
Include product classes with a zero balance on the report (i.e. product classes with zero values for the period-to-date, month-to-date and year-to-date fields). |
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| Display totals |
Include totals by product class on the report. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).
The report shows units and sales values, and compares the budget to gross profit figures for each line.
Company totals may differ from those produced by the Sales by Product Class program due to the exclusion of freight and other miscellaneous charges from the Sales by Salesperson report.
Depending on your selection at the Print report by field, the heading Mass or Units is printed.
The following table indicates the transactions which are included in the Sales by Product Class and Sales by Salesperson reports.
This will assist you in reconciling the differences in the totals displayed between these two reports.
| Transaction Type | Included in Sales by Product Class report | Included in Sales by Salesperson report | Comments |
|---|---|---|---|
| All invoiced sales order lines linked to product classes without an underscore, for example BA (excluding line type 4 and line type and 5). | Yes | Yes | If a stock code is linked to an underscore product class, then the Sales Analysis Update program treats this line as non-merchandise. |
| All invoiced sales order lines linked to product classes with an underscore, for example _OTH (excluding line type 4 and line type and 5). | Yes | No | If a non-stocked item is linked to an underscore product class, then the Sales Analysis Update program treats this line as non-merchandise. |
| All invoiced sales order lines of line types 4 (Freight) and 5 (Other), irrespective of the product class to which they are linked. | Yes | No | The following are examples of transactions with line types 4
or 5:
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| Tax Values | Yes | No | |
| Interbranch Transfers | No | No | |
| Supply Chain Transfers | No | No |
The Sales Analysis Update program updates the SalSalesperson (SALSLS) and SalSalespersonSummary (SALSLT) tables, which are the tables used to generate the Sales by Salesperson report.
To display accurate information on the report, you therefore need to run the Sales Analysis Update program prior to running the report, irrespective of the Sales analysis history update method selected (Sales Analysis Setup).
The figures reflected are only accurate as at the last run of the Sales Analysis Update program.
If you are generating the report for Previous month 1 or Previous month 2 and these months fall into the previous year, then the budget figures are zero. The reason is that only the current year's budgets are retained for this report. Therefore, only the current year's budgets can be printed.