In EZ Process Pro, every employee can see sales that they have made, if they are allowed to make sales. This allows them to track their work and see what they have been able to accomplish so far.
To view sales records you must first navigate to Main Menu > Sales > Personal Area > My Sales.
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You will then be taken to the screen below where you can set the date range you wish to see.
After selecting the time frame you wish to view simply click Submit and you will be taken to the screen below.
Going left to right, each of the columns means the following:
Date of Sale: This is the day the sale was made.
Sales Person: Was this the person who was signed in when making the sale or the person assigned to the sale when filling out customer information? Or both?
Sales Location: When the sale is made, the person making the sale will have been signed into one of the locations in the system. This marks which location that was.
Sales Type: This refers to the type of sale that was made. What is a sale type?
Sales #: This is the sale number, and clicking on it will open a new tab to the Sales Receipt.
Status: This is the payment and delivery status of the sale. Clicking on the link will open a new window with the full statuses of each item on the sale.
Sale Price: This is the total revenue generated from the sale.
Amount Paid In: This is how much money a client has paid in on the sale.
Lwy Balance: This is how much remains to be paid on a sale.
Cost of Items: This is the total cost of items on the sale.
Addition Cost: What is this?
Finance Adjustment: What is this?
Total Cost: This is the Cost of Items, the Addition Cost, and the Finance Adjustment added together for all costs of items.
Profit: This is the Price minus the Total cost.
Gross Margin: What is this?
Commission: This is the amount of commission paid from the sale. Commission structures are programmed into the database when your system is first set up, but can be changed by a request to support. Further commission calculations can be set up in System Settings in Part II and Part IV.
Date of Last PMT: This is the day the most recent payment was made on the sale.
Customer Name: This is the name of the customer who made the sale.
Home Phone: If the customer's home phone number was filled out when making the sale, it is included here. Does this grab any other kind of phone number?
Print Letter: This allows the salesperson to print a pre-typed letter they can then send to the customer. They can print Thank You, Preferred Client, Payment, Late Payment, and Back Order letters from here.
Note: This is a link to open a new window to add or view all Notes associated with the sale.