Overview
You can print two reports using the Salespersons report screen:
- The Salespersons Profile report lists the salesperson numbers, salesperson names, employee numbers, and annual sales targets entered in the salesperson records in your Accounts Receivable system.
- The Salesperson Statistics report lists the total amount of invoices, receipts, discounts, debit and credit notes, write-offs and adjustments, interest charges, and returned checks you have recorded for selected salespersons.
Note: You can print the Salesperson Statistics report only if Accounts Receivable uses the option to keep salesperson statistics.
When to Print
Print the Salespersons Profile report when you add, change, or delete salesperson records.
Print the Salespersons Statistics report when you need a summary of salespersons statistics (for example, at the end of each period).
Information Printed on This Report
The Salespersons Profile report lists the following information:
- The range of salesperson codes you selected.
- For each salesperson, the salesperson number, name, employee number, and annual sales target.
The Salesperson Statistics report includes:
- Total amounts of invoices, receipts, credit notes, debit notes, discounts, and write-offs posted for each salesperson number in the selected years and periods.
Periods in which no transactions were posted for a salesperson are omitted from the report.
- Numbers of invoices, credit notes, and debit notes posted for each salesperson number in the selected years and periods.