Description
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Take a minute and watch the video that covers the procedure:
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Add Individual Sales
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In the sales report, you can specify the sales made by each sales representative in the defines date range. For this, proceed with the following steps:
In the Ind sale column, double click the cell and enter a number.
Press Enter to save the records.
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The Total Ind sale can’t be over the Sales Totalamount must be equal to or less than the total amount of sales. |
Take a minute and watch the video that covers the procedure:
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Transfer to Payroll
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Return an Item
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Once the sales report is completed, you can now send it to payroll in order to pay off sales commissions. To do this, follow the steps below:
Select the report to be affected.
Click Transfer to payroll on the toolbar.
As a result, you can see the transfer in progress:
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Take a minute and watch the video that covers the procedure:
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Return Item
A customer is eligible for returning items in the defined date range. To display the changes in the report, follow the steps below:
In the report, select the record to be affected and click the Return and Item button on the toolbar. This opens the Add Returned Item dialog:
In the dialog, specify the price of the item that has been returned.
Click Save to apply the changes.
As a result, a new row appears in the report:
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The added row displays the following information:
In the Return column, the amount deducted from the Ind sale record.
In the Type column, the row is marked with letter R that stands for Return.
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In the Type column, we categorize each column ‘S' for Sale and ‘R’ for Return. If it’s Null, it means |
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the commission is from the Sales Total. |
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Returning items is only applicable in case the sales report falls within the returning days. For more information, see Settings. |
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Return an Item and Delete the Returned Item
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