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SOP – Orders by Rep Code

Use this report to review Sales Rep performance.

Obtain up to date details of Sales Rep names, Codes and Commission Details.

On the main menu click Orders > Customers> Reports > Orders by Rep Code, or click Report Control button – S.O.P>Aged Orders by Rep Code to open form.
Select printer – see Printing Reports.
Populate form as required – see Sales Order Processing – Orders by Rep Code – below.
Click OK to print/display/export to selected file type.
Close form.

SOP - Orders by Rep Code

Select a range of Rep codes, Orders, Dates and Customers to report on.

Dates: Either: manual entry formatted as DD/MM/YY. Type over the parts of the date you wish to change – the system will skip over the “/” part itself. If the date you enter is invalid; the cursor will return to the start of the date and await a valid entry, or; click on the field to highlight data – white on a blue background – then right click to open the Calendar Menu – see Dates and Calendar.

Sort by: Order or Account Number.

Click on check boxes to include these stock types and check summary for summary report – default is detailed.

Your system allows you to part deliver and part invoice a sales order any number of times before you finally complete or cancel the order.
Every item on an open order and an order itself can have nothing delivered (None), part of the order quantity delivered (Part) or all of the order quantity delivered (Full). Similarly an open order can be not yet invoiced at all (None), invoiced in part (Part) or in full (Full).
Choose the combination of check boxes to produce the report containing only those orders that satisfy the selection. The check boxes are “sticky” so the combination you select will be remembered the next time you use the form. Some check boxes will be greyed out if your parameter settings disable that part of the order process.

Click on OK to print or export report or Close to abandon.

SOP - Orders by Rep Code


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