Using Sales Rep Margin Report

1. When you first enter the Sales Rep Margin Report option a Select An Option window will appear with the following options:

• EXIT – Select EXIT to exit the Sales Rep Margin Report and return to the Ledger menu.
• ALL SALES REPS – Select ALL SALES REPS to generate the report for all sales reps defined in the system.
• A list of sales reps defined in the system.

Select one, several, or ALL SALES reps by scrolling to the appropriate selection and pressing Enter. An asterisk (*) will appear confirming your selection. Select EXIT to continue.

2. In the Broker field enter Y (Y=yes) to have the report include subtotals by broker; if you select N (N=no) the system will generate a report that will not include any broker information.

3. At the Start and End date, enter the beginning and ending invoice dates that should be included on the report. You can enter the same date in both fields to reference one day or enter a range of dates to reference multiple days. You may also press Enter through both fields to accept the current system default date (today's date).

4. At the Customer Mask field, type in the customer ID code for the report, or enter a 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..

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.

5. At the Item Mask field, enter the item ID code or enter an 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..

If you are uncertain of the item code, see Navigating Net Yield - Selecting an Item ID Code.

6. At the Item Type field, a Select A Type window will appear with the following options:

• EXIT – Select EXIT to exit to the Select An Option window.
• ALL – Select ALL to generate the report for product-type items and other-type items.
• Product – Select Product to generate the report for product-type items.
• Other – Select Other to generate the report for other-type items.

Select the item type to report on by scrolling to the appropriate selection and pressing Enter. An asterisk (*) will appear confirming your selection. Select EXIT to continue.

7. At the Cost field, a Select A Cost window will appear with the following options:

• EXIT – Select EXIT to exit and return to the Select An Option window.
• Actual Cost – Select Actual Cost to generate the report using actual costs.
• Standard Costs – Select Standard Costs to generate the report using standard costs.

Scroll to the appropriate selection and press Enter.

8. At the Report Type field, a Select a Report Type window will appear with the following selections allowing you to choose from three report types; select the report type you wish to generate.

• EXIT – Select EXIT to exit and return to the Select An Option window.
• Summary – Select Summary to generates a report displaying sales rep(s) and customer totals.
• Detail with Customer Totals – Select Detail with Customer Totals to generate a report displaying customers(s) and item detail for each sales rep.
• Detail with no Customer Total – Select Detail with no Customer Total to generates a report displaying item gross margin by sales rep.

9. If you selected Broker = Y, the following message will display: "Include Null Broker? No/Yes."

• Select no to exclude null broker (non-broker sales) from the report.
• Select yes to include null broker (non-broker sales) in the report.

Make the appropriate selection.

If you selected Broker = N, and ALL SALES REPS was selected for the report, the following message will display: "Page break by sales rep? No/Yes."

• Select no if the report does not need to be printed with page breaks by sales rep.
• Select yes if the report needs to be printed with page breaks by sales rep.

10. Command options will appear allowing you to print the Sales Rep Margin Report or choose from a set of other print options.

Note: If the system cannot locate any invoiced orders during the dates specified, the message line displays "No Records Found !!! Press Space Bar."

Use the Available Actions link below for more information.

Security Required : System - Profit Margin