Salesman Detail Report

For each Salesman, this report lists the purchases per customer for the current month and the year to date.
It lists the total dollar amount and quantity purchased per Product Class per month for each Customer.
Selection filters for rentals, sales, and/or services are provided.
Credit invoices can be included or excluded in the report. There is also an optional sub-total for each customer.

The prompts include:

FROM SALESMAN

Leave this field blank to include all salesman codes in the list, or enter a starting salesman for the range, or select one from the drop-down list as setup in Salesman Codes.

TO SALESMAN

Leave this field blank to include all salesman codes in the list, or enter an ending salesman for the range, or select one from the drop-down list.

FROM CUSTOMER NAME

Leave this field blank to include all customers, or enter the first few characters of a starting customer name, or select one from the Accounting Customer Search window.

TO CUSTOMER NAME

Leave this field blank to include all customers, or enter an ending customer name or select one from the window.

FROM PRODUCT CLASS

Leave this field blank to include all products from all classes, or enter a starting Product Class, or select one from the Product Class Search window.

TO PRODUCT CLASS

Leave this field blank to include all products from all classes, or enter an ending Product Class, or select one from the window.

INCLUDE RENTALS

Check this box to include all rental invoices.
Uncheck this box to exclude rental invoices from the report.

INCLUDE SALES

Check this box to include all sale invoices.
Uncheck this box to exclude sale invoices from the report.

INCLUDE SERVICES

Check this box to include all service on the report.
Uncheck this box to exclude services from the report.

INCLUDE CREDIT INVOICES

Check this box to include credit invoices for returns or refunds on the report.
Uncheck this box to exclude credit invoices.

YEAR START DATE

Accept the default fiscal year start as defined the last time Summarize G/L For Financial Statements was run, or enter a preferred year start date.

YEAR END DATE

Accept the default year end for the reporting period, or enter a preferred year end date.

THIS MONTH DATE

Accept today's date, or enter the preferred date.

PRINT CUSTOMER SUB-TOTAL

This option only applies to the Print output and not to the Excel spreadsheet.

Check this box to include a sub-total for each customer.
Uncheck this box if customer totals are not required.

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 the ACCEPT button to begin printing the report, or CANCEL to abort.