Use the Sales Summary by Sales Source Report to see a list of your sales by where they occurred, such as in the showroom, at the counter, or inside sales. The report is further sorted by salesperson by product line or by product line by salesperson. You can also run the report for a single salesperson, source code, and/or price line.
The transactions selected for a salesperson are based on the salesperson identified in the header of the sales order.
To run the Sales Summary by Sales Source Report:
From the Reports > End of Month Reports > Sales Summary & Statistics Reports menu, select Sales Summary by Sales Source to display the Sales Summary by Sales Source Report window.
In the Br/Tr/All field, enter the branch, branches, or territories 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 sales representative's login ID for which to run the report. To run the report for all sales representatives, leave the field blank.
In the Sales Source field, enter the department, such as outside sales or showroom, for which to run the report. To run the report for all sales source codes, leave the field blank.
In the Sort By area, select a radio to indicate whether to sort the report data by Salesperson by Price Line or Price Line by Salesperson.
In the Price Line field, enter the price line for which to run the report. To run the report for all price lines, leave the field blank.
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