Sales Order by Sales Representative
Products ordered through each sales rep, merged from all of that rep's SOs in the period. For seeing the orders each rep brought in before they became invoices.
Questions It Answers
- What order value did each rep bring in this month?
- Which products are ordered most through a given rep?
- Which reps have orders not yet invoiced (Invoiced toggle off)?
Filters
| Filter | What it does |
|---|---|
| Transaction Date | Date range of the orders. Empty means the whole history - slow on years of data, so always fill it. |
| Division | Pre-filled from the user role's default division. A role locked to one division cannot change it. |
| Invoiced | Toggle. Off (default): open SOs. On: SOs already turned into invoices. |
| Customer | One customer only. A role locked to a specific customer gets it pre-filled and read-only. |
| Sales Representative | One sales rep only; pre-filled from the role's default when set. |
How To Read It
One block per Sales Representative; rows are products with Quantity, Unit, Gross, Discount, Net, Tax, Extra Tax, Subtotal summed across all of that rep's SOs. SO numbers are not shown - use the Sales Order report for detail.
Why The Numbers May Differ
- The same product in different units shows as separate rows.
- SO value is not sales value; orders never shipped still count.
- SOs without a rep are grouped under a blank rep.
Menu Location
- Sales & POS / Sales Reports / Sales Order by Sales Representative
/report/salesorderpersalesman