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Using TurboCASH


This option allows you to view and analyse your sales by Customers or Debtors and which Salespersons sold your products to your respective Customers or Debtors. This report may be retrieved on a summarised level to see the totals of Invoices and Credit Notes for each Customer and to analyse the Salespersons sales for a specific Customer or all your Customers or Debtors. You may also view the details of your Invoices and Credit Notes issued by each of your Salespersons for each Customer or Debtor.

To generate a Salesperson by Customer Report:
Click on the Reports - Sales Analysis - Salesperson by Customer menu option or press the and and and keys on your keyboard. The Salesperson by Customer Options screen will be displayed.

Title bar - double-click to display the screen in full size or to return to the normal size. Close button - will exit or close this screen. Select, Screen, Printer, File, E-Mail or Fax. Copies - the number can only be selected if the Printer option is selected. Click to change the Printer and the Page Setup for Dot Matrix Printers. Click to generate the report. Click to close or exit this screen. Select Debtor Account Number, Account Description, Debtor Account Reporting Group 1 or 2. Enter or select a start and end date. Select the range of Debtor Accounts. Select to view the details. If left blank, only totals will be displayed. Minimise button - click to minimise this screen. Restore button - click to restore this screen.
Select the following options:


Option Description
Sequence Select to list the Customer or Debtors Accounts according to the Account Number, Account Description, Account Type and Reporting Groups 1 and 2. The description of Debtor Group 1 or 2 you have entered on the Reporting Group Name field on the Debtors tab on the Setup - System Parameters - Groups menu option may be reflected in this drop down list.
Show Details If this field is left blank, you will view the totals of documents (Invoices and Credit Notes) issued for each Customer or Debtor by your Salespersons.

If this field is selected, the detail of the Invoices and Credit Notes (the date and number), as well as the Gross Profit percentage, will be displayed for each individual Invoice and Credit Note. The total for each Salesperson and for each Customer or Debtor as well as a grand total of your sales will be displayed.
From Account Select the Customer or Debtors Account in the search facility from which you wish to include in the report.
To Select the Customer or Debtors Account in the search facility to which you wish to include in the report.
From Enter or select a date.
To Enter or select a date.

Click on the button. The report will be sent to the medium, which you have selected in the Send Report To field.

When you click on the button for any report, which contains transactions, etc. TurboCASH will check for unposted items and display the number of unposted Batches and Documents. You may select to view the details of the unposted Batches and Documents. This is an important facility as these batches contain transactions, which will not be included in your reports.