| Report Name | Step By Step Guide | Description / Usage / Benefits |
Sales Report By Salesman
| 1. Set Branch or All Branches.
2. Salesman Name.
3. Enter Date Range - To and From.
| This
report is useful for calculating Salesman's Commission. By looking at
the Net Sales, you can find out how much the Salesman sold and multiply
with the Commission %. However, this method can only be used if factors
such as, Collection Period and Type of Items Sold are not taken into account.
- Respective Salesman names.
- Net Sales = Sales - Returns + CM
|
| Sales Report Group by Salesman, Customer, Category | 1. Set Branch or All Branches.
2. Salesman - Select a name
3. Enter Date Range - To and From.
4. Group By - Choose 1 or 2 groups by Level.
| Sales
amount for each level will be shown for each salesman. Select salesman
'Nobody' to view for all salesman. Here, the customer names also appear
individually.
- Sales (Level 1) + Sales (Level 2) - Credit Note = Total Amount
|
| Sales Report Group by Salesman, Customer, Category (Summary) | | An exact duplicate of Sales Report by Salesman, Customer, Category, except that the customers' names are not shown in this report. |
| 1. Select a 'Branch' or 'All Branches'
2. Tick on the check box to select a salesman (only if users want to view on the report based on a specific salesman)
3. Enter a Date Range
| This report list the gross profit of sales that have been done by each
salesman on daily basis. Users will be able to know the daily
performance of each salesman from this report. The sales amount, sales return amount, cost amount and gross profit amount for each salesman is listed in the report.
|
| 1. Select a 'Branch' or 'All Branches'
2. Select a 'Salesman' or 'All'
3. Enter a Date Range
| This report lists the gross profit of the invoices categorized
according to the salesman. users will find it useful for salesman
commission calculations, as well as
performance ranking and appraisal for salesmen within a company.- The date, item code, item quantity, standard price, discount, unit price, unit cost, total amount, total cost and total gross profit for each invoice are stated clearly as Invoice Total.
- The total of item quantity, standard price, discount, unit price, unit cost, total amount, total cost and total gross profit of invoices are calculated for each salesman stated as Salesman Total.
|
| 1. Select a 'Branch' or 'All Branches'
2. Select a Department Code or leave it blank to view all the
3. Enter a Date Range
| Users will be able to view on the gross profit of each item code categorized according to the department.
- The quantity, unit price, unit cost, sales amount and gross profit amount for each item is listed in the report.
- The total sales amount and gross profit amount for each department is also calculated.
|
Gross Profit By Department Summary Report
| 1. Select a 'Branch' or 'All Branches'
2. Enter a Department Code or leave it blank to view all the Department
3. Enter a Date Range.
| This report is a summary of the Gross Profit By Department Details
Report. This report will only list the department code with its
respective sales amount, cost amount and gross profit amount in a lump sum. No details of each individual transaction is available. |
Gross Profit By Supervisor / Technician Details Report
| 1. Select a 'Branch' or 'All Branches'
2. Select a Personnel Type - Supervisor / Technician
3. Select a Personnel or 'All'
4. Enter a Date Range
| This report shows the gross profit amount for each item code
categorized according to the salesman or technician. The report list the unit price, sale quantity, return quantity, unit cost, total sale, total sale return, total cost, total cost return and gross profit for each item code. The Unit Price, Total Sale and GP will have two columns each, one with tax included and another without tax.
|
Gross Profit By Supervisor / Technician Summary Report
| 1. Select a 'Branch' or 'All Branches'
2. Select a Personnel Type - Supervisor / Technician
3. Select a Personnel or 'All'
4. Enter a Date Range | This report is a summary of the Gross Profit By Supervisor / Technician Details Report.
It shows only the total sales, total cost and total gross profit
of the respective personnel in a lump sum. It is a very straightforward
report that shows the performance of the supervisor or the technician
at a glance. |
