Printing Sales Rep Activity Report

Once you have entered all of the required information needed to generate a Sales Rep Activity Report as directed in Using Sales Rep Activity Report, command options will appear allowing you to print or choose from a set of other print options.

The report will print with the following columns of data if selected by Shipped LBS

• Sales Rep – The name of the sales rep
• Order – The sales order number.
• Customer – The customer name.
• Ordered LBS – The total pounds ordered for the sales order. This column will be blank if the order was not entered on the specified date range.
• Shipped LBS – The total pounds shipped. This column will be blank if the order was not shipped on the specified date range.
• Invoiced LBS – The total pounds invoiced. This column will be blank if the order was not invoiced on the specified date range. Pounds credited and added back into inventory will subtract from the invoiced pounds total. However, pounds credited but not added back into inventory have zero effect on the invoiced pounds total.
• Invoiced Dollars – The total dollars invoiced. This column will be blank if the order was not invoiced on the specified date range. For credit orders the dollar amount displays as a negative.
• A subtotal for each column by sales rep
• A grand total of each column for all sales reps.

Note: The pounds ordered, shipped, and invoiced, and the ordered dollars and invoiced dollars are for product-type items only. Other-type items are not included in the totals.

If selected by Ordered Dollars:

• Sales Rep – The name of the sales rep.
• Order – The sales order number.
• Customer – The customer ship-to name.
• Ordered LBS – The total pounds ordered. This column will be blank if the order was not entered on the specified date range.
• Ordered Dollars – The total dollar value of the order. This column will be blank if the order was not entered on the specified date range.
• Invoiced LBS – The total pounds invoiced. This column will be blank if the order was not invoiced on the specified date range. Pounds credited and added back into inventory will subtract from the invoiced pounds total. However, pounds credited but not added back into inventory have zero effect on the invoiced pounds total.
• Invoiced Dollars – Invoiced dollars on the report are for invoiced posted to accounts receivables, otherwise the amount is 0.00.  Credit orders and credit invoices appear as negative quantity if added back to inventory and negative dollars if posted to accounts receivables.
• A subtotal for each column by sales rep
• A grand total of each column for all sales reps.

Note: The pounds ordered, shipped, and invoiced, and the ordered dollars and invoiced dollars are for product-type items only. Other-type items are not included in the totals.

For more information on the Sales Rep Activity Report see Sales Rep Activity Report.

Security Required : Sales - Sales Reports