ZigaForm version 5.3.5

Sales By Salesperson

By |2021-07-23T11:27:28-05:00March 23rd, 2018|Comments Off on Sales By Salesperson
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Introduction

This report shows Invoices/Sales/Credits grouped by Sales Person.

Form Access

  • From the main menu, click Reports | Sales | Invoice Analysis, or use the Report Navigator.

 

Report Options

Date Filtering

  • Date Filter – Tick this checkbox to enable date-driven filtering.

  • Date Range – Select from a variety of common date ranges from which to filter.
  • From _____ To _____ – Setup a custom date range filter by entering the beginning date in the “From” field, and the ending date in the “To” field.

Additional Filtering

  • Salesperson – Used to filter the report by a particular salesperson.
  • Department Filter – Used to filter the report by a particular department.
  • Marketing Source – Used to filter the report by a particular marketing source.

Additional Report Options

  • Include only Sales which have been paid – Tick this checkbox to have the report display paid sales only.
  • Display Summary Only – Tick this checkbox to have the report display in summary mode.
  • Include Details of Sale – Tick this checkbox to have the report include sale details.
  • Include Payments – Tick this checkbox to have the report include received payments.  Note that payments are not the same as departments.

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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