Sales Rep Margin Report

The Sales Rep Margin Report is a gross margin report which allows users to see the profitability of sales reps, both individually and as a group, based on all of the sales orders invoiced between specified dates. The report is sorted by sales rep, and includes above the line“Above the line” refers to a customer class assigned to the customer used to segregate customers that are part of a company’s regular business. Above the line customers are generally profitable and represent sales at the normal markup. and below the line"Below the line” is a customer class assigned to the customer used to segregate customers that are not part of normal business. This customer class is also referred to as low margin customers or those sold at a less than normal markup. totals based on the customer class assigned to the customer.

Uncosted and costed items are also included on the report.

Sales Rep Margin Report Fields

Sales Rep Select one, several, or all sales reps. Broker Select whether to include broker subtotals: Y=yes, include broker subtotals, N=no, do not include broker subtotals. Start Date The start date of the report. End Date The ending date of the report. Customer Mask The customer(s) or selection of customers (customer maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB.) you wish to inquire about. Item Mask The item(s) or selection of items (item maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations.) you wish to inquire about. Item Type The type of item: Product, Other, or ALL. Cost Select the item cost: Actual or Standard. Report Type Select Summary to view the report by sales rep with customer totals only; select Detail with Customer Totals if you wish to view customer with item breakdown; or select Detail with no Customer Total to view item gross margin by sales rep.

Security Required : System - Profit Margin