Old Reports - Salesperson by Product

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Bug

The Sales by Product report (Tools → Old Reports → Sales Analysis → Salesperson by Product 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 your Sales of your Products by your Salespersons. This report may be retrieved on a summarised level to see the totals of Invoices and Credit Notes for each Product, as well as each Salesperson, 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 for each stock item or product, within a selected period or range of dates by your salespersons. You will be able to analyse the total sales, cost and gross profit amount and gross profit percentages for stock items sold and returned on sales Invoices and Credit Notes.

Print Salesperson by Product Reports

To Generate a Salesperson by Product Report:

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

The Salesperson by Product 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)Sequence - Select to list the Stock Items, according to the Stock Code, Stock Description and Stock Group 1 and 2 (Reporting Groups 1 and 2).

The description of Stock Group 1 or 2 you have entered on the Reporting Group Name field on the Stock Groups tab on the Setup → System parameters → Groups menu, may be reflected in this drop-down list.

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

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 for each Salesperson. The total for each product, as well as a grand total of your total sales, will be displayed.

c)From Product ... To - Select the stock code, or a range of stock codes, to include in the report.

d)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 Salesperson by Product Reports

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

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

1.Stock Code - The selected Stock Item code and description will be displayed as headings for the details or summaries.

2.Salesperson - The names of the salespersons created in the Setup → System parameters → Salespersons menu, which was selected when Invoices and Credit Notes were generated in the Input → Documents menu. If Point-of-Sale Invoices were generated, the Salesperson or Cashier's name who's Point-of-Sale Shift was closed will be displayed.

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 of the selected stock items, and a grand total for all the stock items included in this report.


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