Slsp/Terr Sales Report (ARR725)

Use this program to print sales reports based on salesperson/territory information.

The information for this report is stored in the system’s salesperson/territory file, and it is updated by the SO Daily Sales Register and the AR Sales Register updates.

Template settings and printer options are available in this program.

Report information includes
salesperson/territory	sales
cost total salesperson/territories that appear on the report	gross margin and/or gross margin percent (%) for month-to-date, year-to-date, and prior year, including totals on each of these figures.

Access this program by choosing Accounts Receivable-->Reports & Prints-->Slsp/Terr Sales Report.

To print a Salesperson/Territory Report:

1. Enter the order in which to print the report information. Options are Salesperson/territory or Region order. The program defaults to S.

2. Select the beginning order choice to print. For instance, if you set the report to print in Region order, select the first region that should appear. Press F1 or $image\ex_allft_shg.gif$ to default to FIRST. Press F2 or $image\find_shg.gif$ to search

3. Select the ending order choice to print. For instance, if you set the report to print in Region order, select the last region that should appear. Press F1 or $image\ex_allrt_shg.gif$ to default to LAST. Press F2 or $image\find_shg.gif$ to search.

4. Select which branches to include. The entry must be a valid in the system. The program defaults to the branch assigned to the terminal. Press F1 or $image\all_shg.gif$ to default to ALL. Press F2 or $image\find_shg.gif$ to search.

5. Select the time periods to include: Month-to-date, Year-to-date and/or Prior year. Press F1 or $image\all_shg.gif$ to default to ALL.

6. Select the types of figures to include. The options are Sales, Cost, Gross margin and/or gross margin Percent (%). Press F1 or $image\all_shg.gif$ to default to ALL.

7. Select whether or not to use a cutoff based on the figures you selected. The default is No cutoff. You can also cutoff customers Above or Below the figures selected. If you indicate a cutoff, you also need to indicate the amount in the next field.

Note that if you do not select a cutoff, the report will include all sales figures for the selection you are printing. For example, if you set the report to print in region order and select no cutoff, all zero balance regions (i.e., those in which no sales were made) print on the report. The defaults to N and skips to the end of the report fields.

8. If you indicated a cutoff, enter the cutoff amount. The basis of the cutoff is the first figure and the type of cutoff you selected (above or below). For example, if the figures chosen were SCP, the cutoff was set to Below and the amount was $500, then regions with sales figures below $500 (for the time period chosen) do not print.

If you selected No Cutoff, the program skips this field.

9. Select OK or press Enter (CR) to run the report.

Slsp/Terr Sales Report (ARR725)

To print a Salesperson/Territory Report:

See Also