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The Sales by Customer by Job Group report shows the total sales for each job group per customer for a specified time period.


Step     Action

  1.      Select {Reports} and then select {Sales by Customer by Job Group} under the 

             Sales section. A Generate Report modal window will open.



  2.      Complete the fields.


Field
Description
Customer
Select a Customer option from the drop-down menu.
Sales Rep Type
Select Customer or Order from the drop-down.

This pulls information based on the sales rep set on the customer or on the order.

Sales Rep
Select a Sales Rep option from the drop-down menu.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.

    

 3.      Select {Generate}.


          Note: You may need to confirm the file to be opened/saved before 

          proceeding, depending on your web browser. The file will open or be saved 

          to your computer depending on your web browser.


Report columns include:

  • Customer 
  • Customer Number
  • Sales Rep
  • Job Group
  • Total