Traffic/CIS users having sales rep links can run reports with the Report Writer by sales rep, and can queue up REPORTR to produce, automatically, a month-end report by sales rep. That month-end report includes an option to produce, for each sales rep, a report by customer, in descending order by number of shipments or by revenue. The customer breakdown can include all customers linked to that sales rep or can be limited to a top number, with "All Other" being reported separately.
To run this breakdown monthly, Traffic/CIS must first have the sales rep links (files SALES.DAT and SALES.NAM outlined in the Manual). Use the Database Builder Month-End Reports to queue up and run REPORTR - Profitability by Sales Rep, by selecting it from the screen that appears when the report menu option Add Report is selected.
On the sales rep report settings screen, the following options are available:
If this last question is answered with Yes (Y), to create the reports by sales rep with customer breakdowns, additional prompts appear:
Maximum customers per sales report (0 = All)
Sort customers by number of shipments or revenue?
Separate text files for each report?
The maximum customers option, if a number is specified, will display, for each sales rep's customers, only that top number based on shipments or revenue (depending on the response to the next question). Remaining customers will be grouped together and reported on the All Other line.
The separate text files item, if set to yes, will produce the files <sales rep code>.TXT in the mm-yy folder (where mm is the period month and yy is the period year).
When Viewing/Printing the month-end reports from the Database Builder or monthly reports program, the, Profitability by Sales Rep report will have a second tab for the individual sales rep reports.
Updated February, 2005