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VIEW SALES ANALYSIS REPORTS
VIEW PRODUCT BY SALESPERSON REPORT
  
The Product by Salesperson report will only include the sales documents (Invoices and Credit Notes) entered in the Input - Documents menu option and which posted or updated to the ledger. If you are using the Point-of Sales facility, only the Point-of Sales Invoices for Shifts, which have been closed, will be included in this report.

This report is generated on the Product by Salesperson Options screen on which the following options criteria for the details to be included in this report is selected:
  1. Salesperson - select all the salespersons or a specific salesperson from the drop-down list.

  2. Dates - enter or select the date or dates (using the Date picker) for the detail you wish to include in this report.

     

  3. Select whether to include detail or only a summary of the transactions.
This report summarises or lists all the Invoices, Point-of-Sales Invoices and Credit Notes issued by each salesperson within a selected period or range of dates. You will be able to analyse the stock items on sales invoice totals and credit note totals and the net total for all salespersons or a selected salesperson. An example of the Product by Salesperson report reflecting the details, is as follows:

Name of the business. Name of report. Selected date or dates for which transactions are included in this report. System date and time. Page number. The Invoice, POS Invoice or Credit Note number. Document or transaction date. Selling Price (Exclusive of VAT). Cost Price (Exclusive of VAT). Gross Profit (Selling Price less the Cost Price). Gross Profit percentage (Selling Price less the Cost Price). Total of the Invoices and Credit Notes for the Stock Item generated by the Salesperson. Total of the Invoices and Credit Notes for all the Stock Items generated by the Salesperson. Stock Item description or name. Names of the Salespersons. For: All Salespersons or a selected Salesperson. Names of the Salespersons and descriptions of salespersons. The Invoice, POS Invoice or Credit Note number. Document or transaction date. Selling Price (Exclusive of VAT). Cost Price (Exclusive of VAT). Gross Profit (Selling Price less the Cost Price). Gross Profit percentage (Selling Price less the Cost Price). Total of the Invoices and Credit Notes for the Stock Item generated by the Salesperson. Total of the Invoices and Credit Notes for the Stock Item generated by the Salesperson. Stock Item description or name. Names of the Salespersons. Selling Price (Exclusive of VAT). Cost Price (Exclusive of VAT). Gross Profit (Selling Price less the Cost Price). Gross Profit percentage (Selling Price less the Cost Price). Grand total for all Stock Items sold by all the Salespersons included in this report. The Invoice, POS Invoice or Credit Note number. Document or transaction date. Total of the Invoices and Credit Notes for the Stock Item generated by the Salesperson.

This report consists of 8 columns reflecting the following information for the Salespersons:
  1. Salesperson - The names of the salespersons or the name of a selected Salesperson.

  2. Product - The Stock Item description for the stock items on Invoices and Credit notes will be listed for each Salesperson.

  3. Invoice Number - The Invoice, Point-of-Sale Invoice or Credit Note number as generated by TurboCASH.

  4. Invoice Date - The date when the Invoice, Point-of-Sales Invoice or Credit Note was generated.

  5. Net Sales Amount - This is the total amount of the selected selling prices (selling price 1 /2 / 3) for all the selected stock items on the Invoice, Point-of-Sale Invoice or Credit Note.

  6. Net Cost Amount - The total cost price (average or latest cost) for all the selected stock items on the Invoice, Point-of-Sale Invoice or Credit Note.

  7. Gross Profit - This is the difference between the Net Sales Amount and the Net Cost Amount.

  8. Gross Profit % - The percentage of the Gross Profit for the Invoice, Point-of-Sale Invoice or Credit Note.

These amounts or totals are exclusive of VAT. Totals will be displayed for each product or stock item for each of the Salespersons and a grand total for all the Salespersons included in this report.

The Net Sales Amount, Net Cost Amount and Gross Profit Amount for Credit Notes are displayed in <> indicating a credit or negative figure. You may change this negative amount indicator to a minus sign (-) to prefix your amounts or set it to display a D (for Debit) or a C (for Credit) in the Setup - Preferences - Data Parameters menu option.