Sales Statistics of Salesperson per Invoice

By | October 30, 2020

In Sage 300 ERP, when you enter a transaction in Order Entry, the salespersons assigned to the customer account in Accounts Receivable appear on the Sales Split tab by default. You can assign portions of each transaction to the salesperson or salespersons responsible for the customer account or sale. Sales commissions are calculated when you post Order Entry invoices. In Order Entry we do not have privilege to print detailed salesperson data for each invoice. So we came up with the report to display how much each salesperson contributes for an invoice.

New Stuff :- Sales Export Report Utility

In this blog, we are going to discuss Sales statistics of salesperson where the user can use this utility to export the detail data of how much each salesperson contributes for an invoice by using the below Filter criteria.

  • From and To Posting Date
  • From and To Customer Number
  • From and To Salesperson(Employee) Code

The report data will be exported as an MS-Excel exported file based on the user-specified Range of customer Numbers, Invoice Date and salesperson code.

Please refer below screenshot of the user interfaces for the “Sales Extract Report”.

Sales Extract Report - User Interface
Sales Extract Report – User Interface

As you can see in the above screenshot user will be able to specify ‘From’ and ‘To’ Invoice Date, Customer Number and salesperson code. Based on the same, the report will generate required data in Excel format at desired path which user will enter in the ‘File Path’ field (as can be seen in above screenshot). User will be able to select desired path by clicking on the Browse button.

After entering the excel file path as well as range of parameters, user will be able to export the data. Once the data is exported successfully user can access that excel file directly. No need to traverse to the path and open the file manually.

Below is the excel-based generated output of the “Sales Extract Report” report: –

Sales Extract Report - Excel Output Data
Sales Extract Report – Excel Output Data

This report includes following fields from OE Invoice screen and can be modified according to your requirement.

  • Invoice Number.
  • Invoice Date.
  • Item Description.
  • Customer Name.
  • Total Invoice value without tax.
  • Total Invoice value with tax.
  • Salesperson Details [For salesperson 1 to salesperson 5] which includes :
    • Salesperson Code.
    • Salesperson Name.
    • Percentage.
    • Amount.
  • Comments.

In this way user can easily fetch the required detailed salesperson data, which serves the purpose of this utility. We can also customize this report output with required additional fields.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.