Sales Analysis - By Salesperson

 

Function

This task enables an inquiry into sales history of units, sales, and costs for a particular salesperson. Depending on the Sales Analysis By Salesperson parameter settings, this inquiry can display sales analysis information down to the item level.

 

=> To access this task...

Select By Salesperson from the Sales Analysis main menu.

 

Sales Analysis by Salesperson

 

About the Fields

The fields displayed on the screen are those pertaining to the level of detail set for analysis in the Parameter Maintenance task. Screen may display one, two, or all of the fields below. The inquiry displays after the field entries.

 

Click the record navigating buttons...

  • Click the record navigating buttons; to view the first record, Previous Record button to view the previous record, Next Record button to view the next record, and Last Record button to view the last record.

In the Year field...

  • Enter the year for the analysis. Skipping this field will cause a default year to appear.

 

In the Salesperson Code field...

  • Enter a valid salesperson number.

  • Click Query button to select from salespersons with sales analysis.

  • Click Click to select from a list of salesperson numbers.

In the Product Type field...

  • Enter a valid product type.

  • Click Click to select from product types with sales analysis.

  • Click Click to select from a list of product types.

In the Inventory Item ID field...

  • Enter a valid item number.

  • Click Query button to select from items with sales analysis.

  • Click Click to select from a list of item numbers.

The inquiry for the salesperson/product/item is displayed.

  • Click Clear Form button to clear the selections and begin again.

  • Click Save button to save the selections for future inquiries.



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