{"id":13317,"date":"2025-02-28T04:52:26","date_gmt":"2025-02-28T04:52:26","guid":{"rendered":"https:\/\/jaldi.store\/?p=12543"},"modified":"2026-09-02T08:48:54","modified_gmt":"2026-09-02T08:48:54","slug":"how-to-view-sales-rep-wise-sales-summary-report-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-view-sales-rep-wise-sales-summary-report-in-adempiere-retail\/","title":{"rendered":"How to view Sales Rep Wise Sales Summary Report in Adempiere Retail"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A report that shows the total sales made by each sales representative over a specific period.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>User Access<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Who Can Access<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Admin<\/li>\n\n\n\n<li>Head cashier<\/li>\n\n\n\n<li>Sales Manager<\/li>\n\n\n\n<li>Manager<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What User Can Do<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Evaluate Performance<\/li>\n\n\n\n<li>Generate Management Reports<\/li>\n\n\n\n<li>Track Progress<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales Data Collection<\/li>\n\n\n\n<li>Verify Sales Rep Information<\/li>\n\n\n\n<li>Reporting Period<\/li>\n\n\n\n<li>Data Validation<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Business Rules<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales Attribution<\/li>\n\n\n\n<li>Valid Sales Reps Only<\/li>\n\n\n\n<li>Reporting Period<\/li>\n\n\n\n<li>Real-Time Data<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>User Interface<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 1 : <\/strong>Select \u2018<strong>Sales Rep Wise Sales Summary Report\u2019<\/strong> in <strong>Menu<\/strong> -&gt; <strong>Sales reports<\/strong> &gt; <strong>Manager report<\/strong> &gt; <strong>Sales Rep Wise Sales Summary Report<\/strong> or Search <strong>Sales Rep Wise Sales Summary Report<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"619\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-1.png\" alt=\"TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-1\" class=\"wp-image-23974\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-1.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-1-300x181.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-1-768x464.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 2 : <\/strong>Select the date range and Department to open the <strong>Sales Rep Wise Sales Summary Report<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"792\" height=\"361\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-2.png\" alt=\"TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-2\" class=\"wp-image-23973\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-2.png 792w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-2-300x137.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-2-768x350.png 768w\" sizes=\"auto, (max-width: 792px) 100vw, 792px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 3 :<\/strong> To view a preview of the <strong>Sales Rep Wise Sales Summary Report<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"714\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-3.png\" alt=\"TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-3\" class=\"wp-image-23972\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-3.png 1000w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-3-300x214.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2025\/02\/TenthPlanet-ADempiere-POS-SalesRepWiseSalesSummaryReport-3-768x548.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales rep Code : <\/strong>This allows the report to provide both the sales rep&#8217;s name and their corresponding      <strong>sales rep code<\/strong>, ensuring accurate and identifiable sales tracking.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Emp Code : <\/strong>This would help in identifying each sales representative not just by their name or rep code, but by a unique <strong>employee code<\/strong>. This is especially useful if your system uses an employee code for tracking and reporting purposes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Name : <\/strong>By adding the <strong>Sales Rep Name<\/strong> to the Sales Rep Wise Sales Summary Report, the report becomes more readable and informative, allowing for easy identification of each sales rep and their corresponding sales performance. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Department : <\/strong>By including the <strong>Department<\/strong> in the Sales Rep Wise Sales Summary Report, you can organise and segment the sales performance data not only by the sales rep but also by the department they belong to.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sold Quantity : <\/strong>To include <strong>Sold Quantity<\/strong> (the total number of products sold by each sales representative) in the Sales Rep Wise Sales Summary Report, you need to sum the quantity of each product sold in the report. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Total Sales : <\/strong>To show <strong>Total Sales<\/strong> in the Sales Rep Wise Sales Summary Report, you would aggregate the total value of sales for each sales representative, typically by summing the sales values for all transactions associated with that representative. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Amount :  <\/strong>To show <strong>Amount<\/strong> in the Sales Rep Wise Sales Summary Report, it typically refers to the total value of sales or total transaction amount for each sales representative.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A report that shows the total sales made by each sales representative over a specific period. User Access Who Can [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,83],"tags":[],"class_list":["post-13317","post","type-post","status-publish","format-standard","hentry","category-jaldi-life-style","category-adempiere-retail"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13317","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=13317"}],"version-history":[{"count":3,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13317\/revisions"}],"predecessor-version":[{"id":23997,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13317\/revisions\/23997"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=13317"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=13317"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=13317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}