It is very important to keep track of sales, revenue that a Sales team has generated and the amount of commission payable to Salesperson. This information is very crucial for any organization to maintain record for sales staff performance by territory or location, and to indicate the strengths and weaknesses in company sales, which will help to identify the areas where they have to work to raise their sales.
Sage 300 ERP has brought this crucial information together in form of a report, which is known as “Sales History”, where you will find Order Entry module/OE reports.
Sales History report provides summarized or detailed sales information, including sales totals by customer, inventory item, or by primary salesperson.
- Report Type: Detail
OE Sales History Report provides filter criterion for following;
- Customer: To identify who are our regular or loyal customers.
- Salesperson: To record performance of a particular Salesperson.
- Item Number: To record, which particular item has higher Sales numbers as compared to others.
User can also select sales history by year, period or by document date. If we sort by item or customer, we can include invoice details too.
Detail report prints details of invoices, debit notes, and credit notes, sales returns and cost amounts for each invoice. With Invoice detail actual output can be viewed as below,
- Report Type: Totals
When user select report type as Total, along with the option provided such as Select By, From and To Year etc., user get an option named ‘Show Comparison’ check box. This checkbox helps user to compare sales sorted by item or customer period wise.
If we refer to above report where sales for particular customer is compared based on period.
For Example: Sales amount Period One displays $ 62.50 and Sales amount period two $ 522.53 and the last column shows variance in percent i.e. 88.03874%. Hence, this data conclude that the sale in period one is less than period two for 1100 customer.
As a result, based on data user can efficiently track and record sales, which will forms the basis of “Sales Journal”.
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