Customer Purchases by Salesman by Date

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.