Description
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The number of passenger will be multiplied by the target you defined in the settings. The Passenger audit and Sales audit fields may stay be undefined. You can define them later while modifying the Sales Report. |
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The Passenger audit and Sales audit records do are not take part considered in any calculation in the sales report. |
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You can delete a sales report even if it has already been transferred to payrollthe Payroll module. |
Take a minute and watch the video that covers the procedure:
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In the sales report, you can specify the sales made by each sales representative in the defines defined date range. For this, proceed with the following steps:
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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 an item that has been returned.
Click Save to apply the changes.
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Returning items is only applicable in case the sales report falls within the returning days. For more information, seeSet Return Period. |
In case a returned item has been added to the report by mistake, you can easily remove it. To do this, simply select the returned record and click Delete Returned on the toolbar.
Take a minute and watch the video that covers the procedure:
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Housekeeping
This section describes a one-time setup you need to perform to make the plugin fully functional.
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Click the Settings button on the toolbar. This evolves the Settings dialog:
On the Sales tab of the Settings dialog, click New. This opens the Add Target dialog:
Within the dialog, proceed with the following fields:
Target from. From the calendar picker, select the date from which the target will be in effect.
Target to. From the calendar picker, select the date up to which the target will be in effect.
Target. Enter the commission level reached in case the sales performance are is met.
Stretch. Enter the commission level reached in case the sales performance slightly exceeds the expectations.
Super Stretch. Enter the commission level reached in case the sales performance extremely exceeds the expectations.
Currency. From the drop-down list, select the currency to be used for paying off commisssionscommissions.
Comment. Enter the target name.
Set to Active. Select the checkbox to make the record active. Passive records appear as unavailable.
Click Save to proceed.
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