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

1. Sequence - To list the details for the selected debtor accounts included in this report according to the Debtor Account number, Description or Debtor Groups 1 or 2 if you have created Debtor Groups.
   
   
2. Debtor Accounts - any available debtor account or a range of debtor accounts on the Debtor search or lookup facility.

    

3. Dates - enter or select the date or dates (using the Date picker) for the detail you wish to include in this report.
   
   
4. Select whether to include detail or only a summary of the transactions.

This report summarises or lists the Invoices, Point-of-Sales Invoices and Credit Notes issued by each of the salespersons for each debtor or customer account 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 each of the salespersons in the selected debtor accounts. An example of the Salesperson by Customer report reflecting the details, is as follows:



This report consists of 8 columns reflecting the following information for each selected Debtor / Customer account:

1. Debtor Account Code or Number and Salesperson name - The selected debtor or customer account code or numbers will be displayed as headings. This report will be listed according to the selected Debtor / Customer Account Codes or Numbers. The names of the salespersons who has issued Invoices and Credit Notes will also be listed for each debtor or customer account.
   
   
2. Type - The selected debtor or customer account description or name will be displayed as headings. The type or name of the sales documents (e.g. Invoice, Credit Note or Point-of Sales Invoice) will be displayed for each of the selected Debtor Accounts and Salespersons.
   
   
3. Invoice Number - The Invoice, Point-of-Sale Invoice or Credit Note number as generated by TurboCASH.
   
   
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 selected debtor or customer accounts and a grand total for all the debtor or customer accounts 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.