Running the Sales by Source by Writer Report

The Sales by Source by Writer Report shows sales information based on the writer and sales source.

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 Sales by Source by Writer Report:

From the Reports > End of Month Reports > Salesperson & Writer Reports menu, select Sales by Source by Writer to display the Sales by Source by Writer Report screen.

In the Branch field, enter the branch, branch, or territories to include in this report.
In the Start Date and End Date fields, enter the first and last dates in a range of dates for which to view sales. Both fields support variable dates.
In the Writer field, enter the login ID of the order taker for whom to print the report. Leave this field blank to include all order writers in the report.

In the Select By area, indicate whether to select invoices for the report by pricing branch or shipping branch. The default is Pricing Branch.
In the Sort by area, select whether to sort the report by Source by Writer or by Writer by Source. The default is Source by Writer. The source refers to the selections in Sales Order Entry for Sales Source, such as Inside Sales or Showroom.
In the Detail/Summary area, select the level of detail to include in the report.

Detail - Prints a detail line for individual invoices by customer and the customer contact information within the sort criteria. The transactions selected for a salesperson are based on the salesperson identified in the header of the sales order.
Summary - Prints a summary line for each writer showing totals for the writer's invoices. This is the default.

The system rounds the individual and grand totals to the nearest whole dollar. Consequently, the manual sum of the individual amounts may not match the grand total amount.

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.