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Gracia Surialim

Gracia Surialim

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title SP-04 Daily Gross Profit by Item Salesman Report

This report list the gross profit of sales by each salesman which used to monitor the daily performance of the salesman. 

  • Select Branch → controlled by permission
  • Select Salesman
  • Select Item Type → deselect all will generate ALL item type
  • Key in Specific GL Code to be excluded from the report → optional

  • Key in Specific Customer ID or click Select for search function
  • Select the Calculation Base → controlled by permission to view replacement cost or MA cost by company
  • Select Date Range

  • Click Printable Page → to print current tables or columns
  • Click Export Excel or CSV → to export current tables or columns

Notes:

  • Calculation of AVG on INV: Eg. 100 invoice = total RM20,000; Average spend for the invoice = RM20,000 / 100 = RM200
  • For Sample Above: Salesman "wms1001" with 3 Invoices = total RM104,049.06; Average spend for the invoice = RM104,049.06 / 3 = RM 34,683.02
  • Total Unit Sold: Eg. each invoice with X number of items; Total unit sold = add up all X number for all invoice on the selected date
  • Invoices with Sales Return are not included in this report
  • GL Code item will show 0 on the Cost 

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title SP-05 Gross Profit by Salesman by Invoice

This report lists the gross profit of the invoices categorized according to the salesman which might be useful for commission calculation purposes and salesman performance. 

  • Key in Specific Invoice Id and Calculation base, click Submit

OR 

  • Select Branch → controlled by permission
  • Select Salesman
  • Select Date Range
  • Select Calculation Base → controlled by permission to view replacement cost or MA cost by company
  • Key in Item Code Fuzzy Search, Item Code Range, and Item Category → if any
  • Select Item Status → default status is active
  • Select Item Type → deselect will generate All item type
  • Key in Specific GL Code to be excluded from the report → optional

  • Select Transactional Type → optional

  • Click Printable (Item Point Summary) → for summary report by salesman

  • Click Printable Item Point → to add Point Item Columns at current tables

  • Click Printable Page → to print current columns or tables
  • Click Export Excel or CSV → to export current columns or tables
  • Click Export to Customer Report → to print invoice details per salesman

NOTES:

  • If View Last Cost of Stock under Inventory Permission is given to the user → Report will show Last Purchase Columns at SP-05

  • Tax Amount column refer to each item tax calculation per invoice
  • GL Code item will show 0 on the Cost 

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title SP-06 Gross Profit by Index Salesman by Invoice Report with Inventory Category Grouping

This report lists the gross profit of the invoices categorized according to the salesman by filter by item type. Users will find it useful for salesman commission calculations, as well as performance ranking and appraisal for salesmen within a company.

  • The date, item code, item quantity, standard price, discount, unit price, unit cost, total amount, total cost and total gross profit for each invoice are stated clearly as Invoice Total.
  • The total of item quantity, standard price, discount, unit price, unit cost, total amount, total cost and total gross profit of invoices are calculated for each salesman stated as Salesman Total.

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