Feature - UDR Sales History Salesman Analysis by Year/Month/Customer

Feature - UDR Sales History Salesman Analysis by Year/Month/Customer

Release Date: 07/18/2024
Version: 8.6 & Up

Three new Report Desk reports are added in the following path: COP -> Processing -> Sales History Trx Processing -> Report -> Edit List:

  • CPHstedt.B.6.1.0 UDR Sales History Salesman Analysis By Year/Cust
  • CPHstedt.B.7.1.0 UDR Sales History Salesman Analysis By Year/Month
  • CPHstedt.B.8.1.0 UDR Sales History Salesman Analysis By Year

See sample screen below:


See sample below:

UDR Sales History Salesman Analysis by Year


UDR Sales History Salesman Analysis by Year/Month


Export to Excel Format
The above information can also be optionally export to Excel spreadsheet. See sample screen below:


Use Pivot Table in Excel
If you would like to add each salesman as one line and place each year and month as separate columns, your best approach is to export these reports to Excel and use the Pivot Table feature.  If you don't know how to do this, please refer to the following YouTube video:


EMK



    • Related Articles

    • ARSAMENU Accounts Receivable Sales Analysis Report

      Sales Analysis Report Application Overview There are six Sales Analysis reports that you can obtain. They are the Sales Analysis by Customer Report, Sales Analysis by Customer Type, Sales Analysis by Sales Volume Report, Sales Analysis by Salesman ...

    • Salesman Security

      Released Date: 08/30/2017 Sometimes your organization may use outside sales representatives. These reps, often, are not your real employees. In many cases, they represent multiple vendors' products. If you choose to let them access your Elliott ...

    • CP0504 Customer Order Processing Sales Analysis Reports

      Sales Analysis Reports Application Overview There are three Sales Analysis Reports available in Customer Order Processing. Each provides a different perspective on the company's sales. The three reports are Sales Analysis by Item, Sales Analysis by ...

    • CP0501 Customer Order Processing Sales History Trx Processing

      Sales History Trx Processing Application Overview The Sales History Trx Processing is a standard transaction entry module allowing add, change and delete/inquire functions, as well as an edit list print‑out to verify that the transactions entered are ...

    • CP0500 Customer Order Processing Sales History Processing

      Sales History Processing Application Overview Period End Procedure After you have finished posting the month's sales history data from the Sales History Transaction file into the Sales History file using Post/Purge Sales History Trx application and ...