Old Reports - Product by Salesperson

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Bug

The Sales by Product report (Tools → Old Reports → Sales Analysis → Product by Salesperson menu) only includes the default stock item type. It does not include any other stock item types (e.g. ten (10) stock item types i.e. Sales, Sales (No Stock), Purchases, Purchases (No Stock), Financial Entry, Option Item, Option Item (No Stock), BOM (Bills of Materials), BOM (Production), Linked Sale).

This option allows you to view and analyse the sales of your Products by your Salesperson. This report may be retrieved on a summarised level to see the totals for each Salesperson for your products sold, or to view the details of your Invoices and Credit Notes for each of your Products sold by your Salespersons.

This report summarises or lists all the Invoices, Point-of-Sale Invoices and Credit Notes issued by each salesperson within a selected period or range of dates. You will be able to analyse the stock items on sales invoice totals and credit note totals, and the net total, for all salespersons or a selected salesperson.

Print Product by Salesperson Reports

To Generate a Product by Salesperson Report:

1.Click on the Tools  → Old Reports → Sales Analysis → Product by Salesperson menu.

The Product by Salesperson Options screen is displayed:

2.Send Report To - Select the output method (screen, printer, file, e-mail or fax).

3.Select the following options:

a)Salesperson - Select to list the all your Salespersons or a specific Salesperson.

b)Show Details - If this field is left blank, you will view the totals of your Products sold by each Salesperson.

If this field is selected, the detail of the Invoices and Credit Notes (the date and number), as well as the Gross Profit percentage will be displayed for each individual Invoice and Credit Note. The total for each Product and for each Salesperson, as well as a grand total of your sales, will be displayed.

c)From ... To - Select the start and end date to include in this report.

4.Click on the OK button to send the report to the medium selected in the Send Report to field.

View Product by Salesperson Reports

An example of the Product by Salesperson report, reflecting the details, is:

This report consists of eight (8) columns, reflecting the following information, for the Salespersons:

1.Salesperson - The names of the salespersons, or the name of a selected Salesperson.

2.Product - The Stock Item description for the stock items on Invoices and Credit Notes, will be listed for each Salesperson.

3.Invoice Number - The Invoice, Point-of-Sale Invoice or Credit Note number as generated by TurboCASH.

4.Invoice Date - The date when the Invoice, Point-of-Sale Invoice or Credit Note was generated.

5.Net Sales Amount - This is the total amount of the selected selling prices (selling price 1 /2 /3) for all the selected stock items on the Invoice, Point-of-Sale Invoice or Credit Note.

6.Net Cost Amount - The total cost price (average or latest cost) for all the selected stock items on the Invoice, Point-of-Sale Invoice or Credit Note.

7.Gross Profit - This is the difference between the Net Sales Amount and the Net Cost Amount.

8.Gross Profit % - The percentage of the Gross Profit for the Invoice, Point-of-Sale Invoice or Credit Note.

These amounts or totals are exclusive of VAT/GST/Sales Tax.

Totals will be displayed for each product or stock item for each of the Salespersons, and a grand total for all the Salespersons included in this report.


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