๐Ÿ“„ Reports & Analytics

How to Use The View Item Sold by Salesperson Report

The View Items Sold by Sales Report will allow you to view sales made by individual salespeople within a selected time frame and sale status.

To access the Item View Items Sold by Salesperson Report, you must navigate to the Main Menu >  Management > Reports > Supervisor Reports > View Items Sold by Salesperson. Once selected you will be presented with the following screen where you can narrow down your search query. 

 

  • Select Sale Type: You will need to select the type of sale that you would like to view. Retail, Distribution, or All
  • Select Date From: You will need to select a date range you would like to see the sales from. 
  • Select Sales Rep: You can only view one salesperson at a time on this report and this is where you will select them. 
  • Select Sale Status: This will help you refine your search further as seen in the screenshot below. 

 

Once you have refined your query simply click Submit and you will be taken to a new window displaying the report below. 

Item#: If you select this it will take you to the item image

Customer Name:  If selected this will take you to the customer page

Sale Date:  Date and time of sale

QTY Sold: Amount of items sold

Total Price Of Item(s): Total of items sold

Split QTY:  

Split Price: 

Sale#:  If selected you will be taken to the receipt

Status Date:  Date of report run