Salesman Summary Report

This report lists the purchase totals per customer for the current month and year to date.
It can be sorted by the Invoice Salesman or Customer Salesman Code. It creates the totals from each invoice for the customer, by salesman.

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.

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.

SORT ORDER

Select one of the following sorting options:

• Select Customer Alpha to sort the customer records alphabetically by using the Alpha Key defined for each customer in Customer Information.
• Select Descending $ to sort the customers by dollars, starting with the highest dollar amount.

SORT TOTAL TO USE

This prompt only applies if the Sort Order is based on the Descending$.
Select one of the following sorting options to determine the descending dollars:

• Select This Month to sort the customers in descending amount as of the current month.
• Select Year to Date to sort the customers in descending amounts as of the total year.

SALESMAN TO USE

The salesman assigned to the customer in Customer Information can differ from the salesman on the invoice.
Select one of the following sorting options:

• Select Invoice to include customer dollars according to the salesman on the invoice.
• Select Customer to include customer dollars according to the salesman assigned to the customer, regardless of the salesman on the invoice.

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.