Chapter 207 Employee Reports
Employee Reports help you measure sales, profits, and commissions for salespeople.
Commission Reporting
BigBusiness includes a few different options for reporting commission for salespeople.
Simplest is to set a Rate on the Employee and use the Employee, Commission reports. Alternatively, set Commission on Items and use Employee, Item Commission reports.
Employee Reports, Invoices
Employee Reports include Invoices showing profitability.
Invoices, Sorted by Salesperson (Summart)
Invoices, Sorted by Salesperson (Detail)
Employee Reports, Invoices using Landed Cost
Employee Reports now include variants using Landed Cost to estimate profitability.
Invoices, Sorted by Salesperson (Summart), Landed Cost
Invoices, Sorted by Salesperson (Detail), Landed Cost
Employee Reports
Employee Reports (5670)
BANKING REPORTS
Bank Account List
Search: Bank Account List, Display: Bank Account Type, Code/Account Name/Account #, Mailing Address, Current Balance, Comment
Bank Account Register
Search: Account List, Display: Previous Balance, Date, Date, Reference #, Transaction Type, Description, Reconciled, Deposit, Payment, Balance
EMPLOYEE REPORTS
Invoices, sorted by Salesperson (Summary)
Search: Invoice List, Display: Salesperson, Subtotal, Tax, Freight, Total, Profit, Gross Margin %
Invoices, sorted by Salesperson (Detail)
Search: Invoice List, Display: Salesperson, Date, Invoice #, Customer PO #, Customer, Subtotal, Tax, Freight, Total, Profit, Gross Profit %
Commission Report (Summary)
Search: Invoice List, Display: Salesperson, Commission Rate, Subtotal, Gross Margin %, Commission On Unpaid Invoices, Paid Amount, Commission On Paid Invoices.
Commission Report (Detail)
Search: Invoice List, Display: Salesperson, Commission Rate, Date, Invoice #, Customer, Subtotal, Profit, Gross Margin %, Commission On Unpaid Invoices, Paid Amount, Commission On Paid Invoices.
Orders, sorted by Salesperson (Summary)
Search: Order List, Display: Salesperson, Subtotal, Tax, Freight, Total, Profit, Gross Margin %
Orders, sorted by Salesperson (Detail)
Search: Order List, Display: Salesperson, Date, Order #, Customer, Subtotal, Tax, ?Rate, Total, Profit, Gross Margin %
Quotes, sorted by Salesperson (Summary)
Search: Invoice List, Display: Salesperson, Subtotal, Tax, Rate, Total, Profit, Gross Margin %
Quotes, sorted by Salesperson (Detail)
Search: Invoice List, Display: Salesperson, Date, Quote #, Customer Reference #, Customer, Subtotal, Tax, Freight, Total, Profit, Gross Margin %
Items on Invoices, sorted by Salesperson
Search: Item List, Set: Date Range, Display: Salesperson, Item Code, Description 1, Description 2, Date, Invoice #, Quantity, Price, Cost, Extended Price, Profit, Gross Margin %