What This Report Does:
Generates a list of POS item sales by the name of the Salesperson attached within a designated date range
Upon opening this report, you’ll have the following options for filtering your search:
- From / To Date – Filter your results by a specified time frame
- Sales Person – Filter your results by the sales person assigned to the invoice
Once finished with your selections, click Run Report to continue
Once generated, you will be able to view the following information within the report:
- Name – Displays the customers name
- Account# – Displays the customer’s associated account number
- Address – Displays the customer’s address
- Phone – Displays the customer’s phone number
- Brand – Displays the item’s associated brand
- Item# – Displays the items assigned number
- Qty/ Serial# – Displays either the quantity of the item ordered or the associated serial number (if applicable)
- Invoice Date – Displays the date on which the purchase occurred
- Invoice# – Displays the transaction’s associated invoice number
- Delivery Date – Displays the date on which the item was delivered. Will show the same date if it was a POS transaction
- SalesPerson – Displays the associated salesperson assigned to the sale, if applicable (Note: Users will only appear in this column if they have the SalesPerson role assigned)
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
