Salesman Report

Shows each salesman's back-office sales in a date range, grouped by salesman (each sale with its customer and amount) or by product (quantity and lowest, average and highest price).

Menu: Reports › Partner Reports › Salesman Report

Required permission

Reports › Salesman Report › View

What it's for

Use it to compute commissions and to review what each salesman sells and at what prices. Choose Group By Salesman or Product.

Example

For May commissions, the manager groups by Salesman: Ramon made 42 sales worth 612,000.00. Grouped by Product, she sees he sold Rice 25 kg between 1,150.00 and 1,240.00, and checks the low prices.

Options on the screen

• Group By: Salesman or Product.
• In the filters: Branch, Salesman and Trans. Date.

Filters

Click Filters to narrow the report. You can filter by:

Branch, Salesman, Trans. Date.

Columns

Column	What it shows
Sheet Number	The transaction's sheet number; click it to open the transaction.
Customer	The customer.
Salesman	The salesman on the transaction.
Amount	Line amount: quantity × price.
Remarks	The transaction's remarks.
Term	Payment term, in days.
PO No Ref.	The customer's purchase order number.
Product	The product name.
Qty	Quantity on the line.
Lowest Price	Lowest price the salesman sold the product at.
Average Price	Average selling price.
Highest Price	Highest price the salesman sold the product at.
Total Amount	Total sales or transaction amount.

Also shows: Branch, Date, Barcode, Chinese Name.

For searching, express filters, sorting, column settings, exporting and printing, see About reports.