The Sales by Salesperson report will only include the sales documents (Invoices and Credit Notes) entered in the Input - Documents menu option and which posted or updated to the ledger. If you are using the Point-of Sales facility, only the Point-of Sales Invoices for Shifts, which have been closed, will be included in this report.

This report is generated on the Sales by Salesperson Options screen on which the following options criteria for the details to be included in this report is selected:

1. Salesperson - select all the salespersons or a specific salesperson from the drop-down list.
   
   
2. Dates - enter or select the date or dates (using the Date picker) for the detail you wish to include in this report.
   
   
3. Select whether to include detail or only a summary of the transactions. You may also select to view Stock Groups if you have created Stock Groups in the Setup - System Parameters - Groups (Stock Group tab).

This report summarises or lists all the Invoices, Point-of-Sales Invoices and Credit Notes issued by each salesperson within a selected period or range of dates. You will be able to analyse the sales invoice totals and credit note totals and the net total for all salespersons or a selected salesperson. An example of the Sales by Salesperson report reflecting the details, is as follows:



This report consists of 8 columns reflecting the following information for the Salespersons:

1. Items Code - The Stock Item codes for all the stock items on Invoices and Credit notes will be listed for each Salesperson.
   
   
2. Invoice Number - The Invoice, Point-of-Sale Invoice or Credit Note number as generated by TurboCASH.
   
   
3. Debtor Code - The Debtor (Customer) Account Code or Number for the Debtors for whom an Invoice or Credit Note was generated by a Salesperson.
   
   
4. Invoice Date - The date when the Invoice, Point-of-Sales Invoice or Credit Note was generated.
   
   
5. Net Sales Amount - This is the total amount of the selected selling prices (selling price 1 /2 / 3) for all the selected stock items on the Invoice, Point-of-Sale Invoice or Credit Note.
   
   
6. Net Cost Amount - The total cost price (average or latest cost) for all the selected stock items on the Invoice, Point-of-Sale Invoice or Credit Note.
   
   
7. Gross Profit - This is the difference between the Net Sales Amount and the Net Cost Amount.
   
   
8. Gross Profit % - The percentage of the Gross Profit for the Invoice, Point-of-Sale Invoice or Credit Note.

These amounts or totals are exclusive of VAT. Totals will be displayed for each type of document (Invoices and Credit Notes) for each of the Salespersons and a grand total for all the Salespersons included in this report.

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The Net Sales Amount, Net Cost Amount and Gross Profit Amount for Credit Notes are displayed in <> indicating a credit or negative figure. You may change this negative amount indicator to a minus sign (-) to prefix your amounts or set it to display a D (for Debit) or a C (for Credit) in the Setup - Preferences - Data Parameters menu option.