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Report #Report NameDescription / Usage / Benefit
SP-01Sales Report By Salesman

This report is useful for calculating Salesman's Commission. By looking at the Net Sales, you can find out how much the Salesman sold and multiply with the Commission %. However, this method can only be used if factors such as, Collection Period and Type of Items Sold are not taken into account.

  • Respective Salesman names.
  • Net Sales = Sales - Returns + CM
SP-02Sales Report by Item Salesman, Customer, CategorySales amount for the selected Item Category will be displayed in group for each salesman. The customer names will be displayed in rows and Item Category will be displayed in columns, the Salesman details will be displayed in groups. 
Sales (Level 1) + Sales (Level 2) - Credit Note = Total Amount
SP-03Sales Report by Item Salesman, Category (Summary)This report is the summary of SP-02 Sales Report by Salesman, Customer, Category, whereby the customers' names are not shown in this report, and there is no grouping based on Salesman. The Salesman will be displayed in rows. 
SP-04Daily Gross Profit By Item Salesman ReportThis report list the gross profit of sales by each salesman which used to monitor the daily performance of the salesman. 
SP-05Gross Profit By Salesman By InvoiceThis report lists the gross profit of the invoices categorized according to the salesman which might be useful for commission calculation purposes and salesman performance. 
SP-06Gross 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.
SP-07Gross Profit By Department Details Report

Users will be able to view on the gross profit of each item code categorized according to the department.

  • The quantity, unit price, unit cost, sales amount and gross profit amount for each item is listed in the report.
  • The total sales amount and gross profit amount for each department is also calculated.


SP-08Gross Profit By Department Summary Report

This report is a summary of the SP-07 Gross Profit By Department Details Report. This report will only list the department code with its respective sales amount, cost amount and gross profit amount in a lump sum. No details of each individual transaction is available.


SP-09Gross Profit By Supervisor / Technician Details ReportThis report shows the gross profit amount for each item code categorized according to the salesman or technician. The report list the unit price, sale quantity, return quantity,unit cost, total sale, total sale return, total cost, total cost return and gross profit for each item code. The Unit Price, Total Sale and GP will have two columns each, one with tax included and another without tax.
SP-10

Gross Profit By Supervisor/Technician Summary Report

This report is a summary of the Gross Profit By Supervisor / Technician Details Report.
It shows only the total sales, total cost and total gross profit of the respective personnel in a lump sum. It is a very straightforward report that shows the performance of the supervisor or the technician at a glance.
SP-11Sales Report By Salesman By BranchThis report is a summary of performance by looking at the Sales Report by salesman by branch
SP-12Sales Commission Report By SalesmanThis report is sales commission report which has its own specific configuration and calculation and cannot be customized 


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titleSP-01 Sales Report by Salesman

This report is useful for calculating Salesman's Commission. By looking at the Net Sales, you can find out how much the Salesman sold and multiply with the Commission %. However, this method can only be used if factors such as, Collection Period and Type of Items Sold are not taken into account.

  • Respective Salesman names.
  • Net Sales = Sales - Returns + CM

  • Select Branch
  • Select Salesman
  • Select Date Range
  • Click"Generate Report Now"


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title SP-02 Sales Report by Item Salesman, Customer, Category

Sales amount for each level will be shown for each salesman. Select salesman 'Nobody' to view for all salesman. Here, the customer names also appear individually.
Sales (Level 1) + Sales (Level 2) - Credit Note = Total Amount

  • Select Branch
  • Select Salesman
  • Select Date Range
  • Select Group By →item level
  • Click"Generate Report Now"


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title SP-03 Sales Report by Item Salesman, Category (Summary)

An exact duplicate of Sales Report by Salesman, Customer, Category, except that the customers' names are not shown in this report.

  • Select Branch
  • Select Salesman
  • Select Date Range
  • Select Group By → item level
  • Click "Generate Report Now"


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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 Printable Page2 → to print the summary of report of Gross Profit By Item Salesman

  • 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-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.

  • Select Branch
  • Select Salesman
  • Select Item Type
  • Select Date Range
  • Select Inventory Category Grouping → base on item level 
  • Click "Generate Report Now"


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title SP-07 Gross Profit by Department Details Report

Users will be able to view on the gross profit of each item code categorized according to the department.

  • The quantity, unit price, unit cost, sales amount and gross profit amount for each item is listed in the report.
  • The total sales amount and gross profit amount for each department is also calculated.


Expand
title SP-08 Gross Profit by Department Summary Report

This report is a summary of the Gross Profit By Department Details Report. This report will only list the department code with its respective sales amount, cost amount and gross profit amount in a lump sum. No details of each individual transaction is available.


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title SP-09 Gross Profit by Supervisor/ Technician Details Report

This report shows the gross profit amount for each item code categorized according to the salesman or technician. The report list the unit price, sale quantity, return quantity,unit cost, total sale, total sale return, total cost, total cost return and gross profit for each item code. The Unit Price, Total Sale and GP will have two columns each, one with tax included and another without tax.

  • Select Branch
  • Select Personnel Type
  • Select Personnel
  • Select Date Range
  • Click "Generate Report Now"


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title SP-10 Gross Profit by Supervisor/ Technician Summary Report

This report is a summary of the Gross Profit By Supervisor / Technician Details Report.
It shows only the total sales, total cost and total gross profit of the respective personnel in a lump sum. It is a very straightforward report that shows the performance of the supervisor or the technician at a glance.

  • Select Branch
  • Select Personnel Type
  • Select Personnel
  • Select Date Range
  • Click "Generate Report Now"


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title SP-11 Sales Report by Salesman by Branch

This report is a summary of performance by looking at the Sales Report by salesman by branch

  • Select Branch
  • Select Salesman
  • Select Date Range → day, month or quarter
  • Click "Generate Report Now"

Previously the date selection only display options of from until to. Now the new enhancement allows to filter the report by the Date Range of either day, month or quarter.

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title SP-12 Sales Commission Report by Salesman

This report is sales commission report which has its own specific configuration and calculation and cannot be customized