Sales Analysis > Reports > Sales by Salesperson

Sales by Salesperson

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.

Report Options

Field Description
Sales by salesperson as of  
Current period Select this to print the report as of the current month.
Previous month 1 Select this to print the report as of the previous month.
[Note]

If the Previous month 1 falls into the previous year, then the budget figures will be zero on the report. The reason is that only the current year's budgets are retained for this report.
Previous month 2 Select this to print the report as of the month before last.
[Note]

If the Previous month 2 falls into the previous year, then the budget figures will be zero on the report. The reason is that only the current year's budgets are retained for this report.
Print report by  
Unit Select this to base the report on unit sales.
Mass Select this to base the report on mass sales.
Other options  
Print zero balance product classes

Select this to include product classes with a zero balance on the report.

A product class that has a zero balance is one where there are zero values for the period-to-date, month-to-date and year-to-date fields against the product class.

Selection criteria

Field Description
Branch selection Indicate the Accounts Receivable branch(es) for which you want to generate the report.
Salesperson selection Indicate the salesperson(s) for which you want to generate the report.

Output Options

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).

Report Details

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.

If you are printing 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.

Transactions

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:
  • Invoices/debit and credit notes posted via the AR Invoice Posting program

  • Trade promotion transactions

  • Freight and Miscellaneous sales order lines
Tax Values Yes No  
Interbranch Transfers No No  
Supply Chain Transfers No No  

Notes and warnings

Restrictions and limits