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 sale
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.
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.
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.
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 |
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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. |
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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. |
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Name |
This field shows the Sales person of the particular invoice. |
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Count |
This column shows the total number of sales invoice committed by sales person. |
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Total Sales |
It shows the total amount of sales invoiced by the Sales person. |
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Credit Notes |
This column shows total amount of credit notes by the sales person. |
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Total Amount |
It shows the sum total amount of sales that invoiced by the Sales person after deducting the returned amount. |
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 |
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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. |
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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. |
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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. |
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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. |
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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. |
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By clicking on the Print button, user gets the print out of the report. |
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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. |
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Exit |
Exit menu is for exit from the Print report page and it redirects to previous page. |
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.
Yes. You can check total number of Sales by Sales Person through sales by 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.