Sales by Sales Person Report

Sales By Sales Person

Sales by Sales Person Report

The Sales by Sales person reports are a record of sales activity over a particular period of time. This report helps to analyze and manage company’s sales volume with the sales persons.

Sales by Sales Person Report in Accoxi

Accoxi is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Sales by Sales Person report included in it. The report helps to analyze and manage company’s sales volume with the sales persons and also helps to evaluate the performance of each and every sales person in the Organization. This report displays the names of each Sales Person along with the details of total amount of sale they committed, number of sales invoice, amount of credit note and total amount invoiced by the sales person.

Sales By Sales Person In Accoxi

When the user opens the Accoxi account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.

There are various heads of reports like Payables, Receivables, Accounts, Purchase, sales etc.

Click on the Sales head and select the option Sales by Sales Person.  

By clicking on the Sales by sales person option, the details will pop up on the screen.

Sales by Sales Person

Sales By Sales Person.

This report displays the names of each Sales Person along with the details of total amount of sale they committed, number of sales invoice, amount of credit note and total amount invoiced by the sales person. 

 

           Fields

                                   Description

Customize Report

User can filter the sales person report by using the option Customize Report. By clicking on the customize report, user can filter the report by sales person or by date between.

If the user using Sales Person option, need to select a sales person. By clicking on the select option, list of available sales person will appear and can select the required one. User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the sales details of the sales will appear on the basis of the date entered.

By clicking on Run Report, user get the customize report on the basis of data entered.    

Print

If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the sales by sales person report.                         

Name

This field shows the Sales person of the particular invoice.

Count

This column shows the total number of sales invoice committed by sales person.

Total Sales

It shows the total amount of sales invoiced by the Sales person.

Credit Notes

This column shows total amount of credit notes by the sales person.

Total Amount

It shows the sum total amount of sales that invoiced by the Sales person after deducting the returned amount.   

Menus Available in Print View

Sales By Sales Person Report View

When the user clicks on the print menu, it opens to Report page. It shows sales by customer report and it consist of various menus.

 

  Fields

                       Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

Pagination Control

It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.         

Page Setup

This menu helps the user to set the page size, page orientation and margin size. By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.      

Switch to Interactive Layout

It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.      

Zoom

User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.        

Print

By clicking on the Print button, user gets the print out of the report.                      

Export

Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.                                      

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.        

Frequently Asked Questions?

01How can I track Sales Done by a Sales Person ?

This report helps you to analyze and manage company’s sales volume with the sales person and it also helps to evaluate the performance of each and every sales person in the Organization. This report displays the names of each Sales Person along with the details of total amount of sale they committed, number of sales invoice, amount of credit note and total amount invoiced by the sales person. 

  • Click on Reports Module.
  • Select the option Sales by Sales Person from Sales head.
  • By clicking on the Sales by sales person option, the details will popup on the screen.

02How to take print out of sales details with complete Sales Person list?

  • Click on the Reports Module.
  • Select the option Sales by Sales Person from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the report.

03Can I check total number of sales committed by the Sales Person?

  Yes. You can check total number of Sales by Sales Person through sales by sales person report.

  • Click on the Reports Module.
  • Select the report Sales by Sales Person from Sales head.
  • Sales by sales person report opens and sale of each sales person are included in the table data. The Count column shows the total number of sales invoice committed by sales person.

04How can I export the data in to Excel format?

  • Click on the Reports Module.
  • Select the report Sales by Sales Person from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

05What is the purpose of customize menu option in the Sales Person Report?

Customize menu helps you to filter the data. By clicking on the customize report, you can filter the report by sales person or by date between.

  • Click on the Reports Module.
  • Select the report Sales by Sales Person from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by sales person or by date between. Select any one of the option to filter the report.
  • Click on Run Report to get the customize data.