Customer Purchases by Salesman by Date
Reports Menu -> Utilization -> Customer Purchases By Salesman -> BY
DATE button ->
This report provides Customer sales totals by Salesman,
comparing the Sales, Rentals and Services, for two selected date
ranges. Salesman totals, and report totals are also generated.
Services include any Damage Waiver amounts.
Salesman Codes assigned in Customer
Information default to the Invoice, but this code can be
over-typed on specific invoices, and it is the Salesman code from
the Invoice that is reflected in this report.
This report is based on the daily invoice history (IHIH).
Note: If comparing reports, Customer
Purchases By Salesman is based on monthly customer purchases
totals (ARMS).
The prompts include:
-
- FROM SALESMAN
- Leave this field blank to include all salesman codes, or select
a starting salesman code from the drop-down list, as setup in
Salesman Codes .
This report is based on the salesman defined in each invoice, which
is not necessarily the salesman define din the Customer Information .
- TO SALESMAN
- Leave this field blank to include all salesman codes, or select
an ending salesman code from the drop-down list.
FROM PROVINCE/STATE
- Leave this field blank to include all provinces and states, or
to narrow the select a starting code from the Province/State Search window.
- TO PROVINCE/STATE
- Leave this field blank to include all provinces and states, or
select an ending code from the window.
FROM DATE #1
- Enter a starting date for the first date range.
- TO DATE #1
- Accept the last day of the year based on the date entered for
the To Date #1 or enter a preferred ending date for the
first date range.
FROM DATE #2
- Accept the starting date of a year earlier than the date
entered for the To Date #1 or enter a preferred starting
date for the second date range.
- TO DATE #2
- Accept the ending date of a year earlier than the date entered
for the From Date #1 or enter a preferred ending date for
the second date range.
FROM DATE ACCOUNT OPENED
- Leave this field blank to include all customer accounts
regardless of their age or to filter the report information enter a
starting Date Account Opened as defined for customers in the
Credit Information window of the Customer Information .
- TO DATE ACCOUNT OPENED
- Accept the today's date or enter a preferred ending date for
the Account Opened range.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click ACCEPT to proceed with the report, or CANCEL to
abort.
Topic Keyword: ARCF52