Staff Performance

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"

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"

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"

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 

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 

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"

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.

• Select Branch
• Select Department Code → refer to Department Code Maintenance
• Select Date Range
• Click "Generate Report Now"

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.

• Select Branch
• Select Department Code → refer to Department Code Maintenance
• Select Date Range
• Click Submit

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"

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"

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.

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