The Sales Summary for Type and Source Report breaks down sales summary information by date range, sales sources, and product types. You can include miscellaneous charges in this analysis. Use the Selection > Select Criteria menu to limit the report for specific salespeople.
The first section of the report displays the information based on the combination of sales sources and product types. The following sections display the information based on sales source alone and then by product type alone.
To run the Sales Summary for Type and Source Report:
From the Reports > End of Month Reports > Sales Summary & Statistics Reports menu, select Sales Summary for Type and Source to display the Open Orders Details Report window.
In the Branch/Territory field, enter the branch, branches, or territories to include in the 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. The fields support variable dates. The system populates the End Date field with the date entered in the Start Date field, but you can change it, if needed.
Select the Include Miscellaneous Charges check box to include the sale of miscellaneous charge products in the report data.
To run the report without miscellaneous charges, leave the check box deselected.
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