Salesperson Report

Modified on Tue, 11 May 2021 at 02:37 PM

Why do I need to read the salesperson's report?

Assuming that a company has several salespersons and provides credit payment services. This report will allow the company to clearly see that each salesperson has any outstanding payments (including non-due payments and overdue payments) and how long the amount has been credited or overdue in the customer list. The company can export the report to its salespersons and ask them to collect payments.

How to analyze the salesperson report?

  1. You can set the data that you want to check such as salesperson and date (it will display the outstanding order before the date that you set), and then click "Search".

  1. The following picture is an example, I chose to query the ABC salesperson (salesperson) accounts.  As you can see from the figure, ABC currently has 5 customers who are in arrears. However, one of the customers (Lakeside Trading Sdn Bhd) has a large sum of (RM12,499.00) that has not been paid. If your company urgently needs money for turnover, you can Let ABC collect this amount from the customer.

  1. In addition, the user can export or print the report to the salesperson by just Click on "Action", and there will be 3 options: "Exports" (CSV), "Exports" (Excel)" and "Print

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