The Business Edge has a report that will enable Managers to track Orders entered within a period of time by Salesperson. A salesperson booking report is crucial to showing you and your organization if quotas are being met, how your team has been performing, and helping to guide your team’s sales efforts going forward. The report is located in:
Order & Quote Entry System
Order Reports
Order Booking Reports
Salesperson Booking Report
The Salesperson Booking report can be run for any date range. You can run the report for a single salesperson or multiple salespeople. The Orders shown on the report are based on the salesperson identified in the header of the sales order.
Report Options are as follows:
Items on Orders to Include All Items, Scheduled Items Only or Unscheduled Items. If you select to see All Items the report will display detail lines that are unscheduled or scheduled, If you choose to see Scheduled Items Only the report will only display detail lines that have a scheduled date the other option is to show Unscheduled Only which will show items on Orders that do not have scheduled dates.
Use Schedule Dates on Orders is a Yes/No question – If you choose Yes, the report will display the scheduled lines separately. If you choose Yes, there will only be one line no matter how many schedule dates there are.
Show Line Item Detail: If you choose Yes, the report will show each line on Orders booked within the time period selected. If you choose No, the report will summarize by Order number.
Form Feed Between Salespersons: If you choose Yes to Form Feed between Salesperson the report will start a new page for each salesperson when printing and will create a new grid for each salesperson when displayed to the screen.
Cost to be Used: The costs to be used on the reports are Actual Cost, Standard Cost when the Order was booked or Current Standard Cost which will show the Standard Cost as of the date the report is generated.
Document Functions: The Document Functions will allow you to include Orders, Work Orders or VMI Orders
Document Levels: The Document levels option will allow you to choose which type of Orders you would like to include on the report. The options are Quotes, Pending, Hold, Firm or RMA
When presented in a grid, it will show a summary at the top of the screen which gives Invoice totals during the period selected as well as the Order totals. This is helpful in analyzing Orders that were Invoiced during the period.
The Optional Columns on the report are located below:
