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Sales By Sales Associate

Action: RP_SALESA

This report groups sales by Sales Associates (SA). This report is useful in comparing SAs & computing commissions.

All sales transaction that a Sales Associate (SA) code appears on in the SA 1 or SA 2 or SA 3 ticket position will be listed under that associate.

Sales transactions that are split among multiple sales associates will force the report to list all the associates that are in position SA 1 or SA2 or SA3, even when the report is ran for just one of the sales associates. As long as the requested associate appears in any of the SA ticket positions. By listing all SAs the report grand totals will be equal the net selling price, cost and margin for the all the transactions listed. ​ SA 1 should be completed on sales tickets for proper reporting, ie DO NOT put a SA in the SA 2 or SA 3 positions without a SA code in the SA 1 position first.

Note: Sales transactions with no sale associates assigned to the SALE will not appear on the report. As a result this report may or may not equal to the Sales by Category or Sales by Vendor sales reports.

Report Columns Definition

QTY is the Qty of the ticket transaction. On multiple SA transaction splits the QTY is NOT split or shown as a percentage.

Price is the transaction's gross selling price or adjustment amount (markup or markdown). If the transaction is split among multiple SAs then the Price is the percentage of the split for the SAs on the ticket, i.e. one SA = 100%, two SAs = 50%, three SAs = 33.33%

Commisionable Amount is the amount of the sale that is commissionable for the listed Sales Associate & is determined by the number of SAs listed on the ticket transaction, , i.e. one SA = 100%, two SAs = 50%, three SAs = 33.33%. This column is for category based commissions. It will be zero for SA commissions.

Cost is the transaction's item wholesale cost. If the transaction is split among multiple SAs then the Cost is the percentage of the split for the SAs on the ticket, i.e. one SA = 100%, two SAs = 50%, three SAs = 33.33%

Hours worked...If the time card module is active and used, the report will print the total hours worked for the date range in question, along with their $ per hour, which is the commissionable price / total hours.

Criteria

Sold between xxx and yyy: Print items that were sold between the dates specified, regardless of when (or if) the revenue has been realized.

Revenue realized between xxx and yyy: Only print items where the revenue has been realized within the date range specified. On the cash accounting method, these options are identical.

Limit to sales associate...You can limit the report to a specific SA, if you like. Leave blank for all SA.

Print one SA per page...You can print one SA per page if your shop likes to give the reports to the sales associates so they can monitor their own sales.

Department...Sales Associates may be assigned to a department on the Sales Associate maintenance form. This field allows for a departments to be entered and thus only SAs assigned to that department will be listed.

Limit to stores...This option is available with the optional multi-store module. It will limit transactions for the Sales Associates that occurred at the included store. Multiple store IDs may be entered separated by a comma.

Sub-Total by stores? (checkbox)...This option is available with the optional multi-store module. It will subtotal the sales by the entered store IDs.

Summary report only...This option will suppress the actual styles sold, and just show the totals for each category.

Only show items where the revenue has been realized?...This will only show items where the revenue has been realized.

Show SA commissions and limit to commissionable sales only?...You can specify whether to pay commissions for each Accounting Class. If this option is checked, the report will only list sales where the Accounting Class has "Commisionable" checked. Also, it will compute the commission based on the SA commission percentage.

Show category commissions and limit to commissionable sales only?...You can specify whether to pay commissions for each Accounting Class. If this option is checked, the report will only list sales where the Accounting Class has "Commisionable" checked. Also, it will compute the commission based on the category commission percentage.

Show spiffs...Include the spiff awarded for each sale. Spiffs can be set up for a style on the Statistics tab of the Retail Inventory form.

Show profit information...If checked, ProfitSystem will print the profit, which is the selling price minus the cost. This option cannot be used if the report includes commissions.

Include rental transactions...If checked, the report will include rental transactions under the category RENTAL. RENTAL is a system defined category and cannot be directly used on retail inventory. This option is only available with WinTPS.