Running the Sales Bookings Report

Use the Sales Bookings report to review the orders you have booked. You can run the report for a single day or range of days. You can run the report for a single salesperson or writer or multiple salespeople and writers.

The transactions selected for a writer or salesperson are based on the writer or salesperson identified in the header of the sales order.

Note: If you run this report frequently, you can save your selections and associate those settings with your user ID. Use the File > Save Settings option to use this feature. When you run the report again, the system displays the selections you made the last time. If there is no default or saved setting, the field is blank. For more information, see How the System Saves Settings on Reports.

To run the Sales Bookings Report:

  1. From the Reports > End of Month Reports > Sales Summary & Statistics Reports menu, select Sales Bookings to display the Sales Bookings Report screen.

Note: If prompted, log on to the character-based system.

  1. In the Br/Tr/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.

  2. In the Start Date field, enter the first date in a range of dates for which to view orders. This field supports variable dates.

  3. In the End Date field, enter the last date in the range of dates for which to view orders. 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.

  1. ClosedComplete the fields, as needed.

    Field

    Description

    Sort by

    Indicates whether to sort the report data by salesperson or customer. The default value is Salesperson.

    Page Break

    To start a new page for each salesperson or customer, enter Y; otherwise, enter N.

    Select by

    Indicates whether to select the orders for the report by inside salesperson, outside salesperson, or writer. The default value is Outside.

    Specific ‘Select by’

    The login ID of a specific sales representative or writer whose sales you want to review. If left blank, the report includes all writers or salespeople, depending on your selection in the Select by field.

    Summary/Detail

    Indicates what level of detail to print on the report. The default value is Detail.

    Bids (Inc/Exc/Only)

    Indicates whether to include, exclude, or run the report for Bids only. The default value is Exclude.

    Format

    Determines whether to print the report in an internal or external format:

    • Internal - Displays company pricing and costing information.

    • External - Displays only the net and extended prices.

    Customer

    The name of a specific customer for which to run the report. If left blank, the report includes all customers.

    Min

    The lowest gross profit percentage for booked sales to include in the report.

    Max GP%

    The highest gross profit percentage for booked sales to include in the report.

    Misc Charge Items (Inc/Exc)

    To show all orders, including those with miscellaneous charge items, enter Include. This is the default.

    If you enter Exclude, orders that contain both regular items and miscellaneous charged items do not display the miscellaneous items and the cost is deducted from the subtotal and grand total. This affects the invoice total, GP$, and

     

  1. Set options, if needed, and generate the report.

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:

Completing Tasks Not Available in Solar

End of Month Reports Overview

Modifying the Column Layout for a Report