The Gross Profit by Salesperson Report groups sales transactions by salesperson and calculates the gross profit associated with each. The transactions selected for a salesperson are based on the salesperson identified in the header of the sales order. Shipments with products that have a MiscChg status code are not included on this report.
The report data is grouped by salesperson and then the transactions are sorted by the ship-to or bill-to customer. For each customer or invoice the report shows the information used in calculating the gross profit dollars and percentage. The system uses the following gross profit formulas:
GP $ = Net Sales of Product - (COGS of Product + COGS of Freight & Handling)
GP % = GP$ / Sales
Note: If you make changes to the this report through the phantom scheduler, the system pushes the changes back to the original report. You do not need to delete and reschedule the price sheets to run to make changes.
To run the Gross Profit by Salesperson Report:
From the Reports > End of Month Reports > Salesperson & Writer Reports menu, select Gross Profit by Salesperson to display the Gross Profit by Salesperson Report window.
In the Branch field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.
In the Start Date field, enter the first date in a range of dates for which to view sales. This field supports variable dates.
In the End Date field, enter the last date in the range of dates for which to view sales. This field supports variable dates.
The system populates this field with the date entered in the Start Date field, but you can change it, if needed.
In the Salesperson field, enter the login ID for the sales representative whose profits you want to review. If left blank, the report includes all sales representatives. The salesperson ID prints only if a specific salesperson is selected.
In the Primary Sort field, indicate whether to sort the report data by Branch, Salesperson, or Writer. The default value is Salesperson.
In the Display Options area, indicate what level of detail to print on the report.
Detail - Lists each sales transaction for each customer.
Summary - Subtotals the transactions for each customer. This is the default value.
In the Select by field, indicate whether you want the system to select the records for the report based on Ship Date or Invoice Print Date. The default value is Ship Date.
In the Sort By area, indicate whether to sort the report data by ship-to or bill-to customer. The default value is Ship-To.
In the Allow misc charge items in GM$ area, indicate if you want to include or exclude miscellaneous charged items in the gross margin dollars amount.
If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.
See Also: