Sales Layaways by Salesperson Report window

SalesCS > Sales > Reporting menu > Sales Layaways by Salesperson Report window

The Layaway by Salesperson report lists all layaways for each salesperson, as well as quantity and price information for the stock items on layaway.

Include

Select the check box(es) that correspond to the modules you want to include in the report. The default selection is the check box of the module from which this report window was opened.

Orders

Select this check box to include layaways entered in the Sales Order Entry window.

Select this check box to include layaways entered in the Sales POS Register window.

Transaction Type

Select either Posted or Unposted.

• Posted: this option will include only posted layaways in the report.

• Unposted: this option will include only current, unposted layaways in the report.

Report Type

Select the level of detail to include in the report, Detailed, Condensed, or Summary:

• Detailed (default): the Detailed report shows, for each transaction included, the salesperson, invoice number, customer number, register/batch, items sold, description, date, quantity, unit price, and extended price. You can also elect to include subtotals for this report.

• Condensed: the Condensed report is similar to the Detailed report, but does not include the line item information about what was sold with each transaction. This report can also have subtotals included.

• Summary: the Summary report shows only totals for each salesperson, with no individual transaction information.

Subtotal Items/Jobs

This option is only available if you selected either Detailed or Condensed from the Report Type drop-down list. Select this check box if you want the report to include subtotals for each stock item. This option will also subtotal non-inventory and special order items. The default for this check box is unchecked.

Include Non-Inventory Items

Select this check box if you want non-inventory items to be included in the report. If this check box is left unchecked, only inventory items will be included. The default for this check box is unchecked.

Include Special Order Items

Select this check box if you want special order items to be included in the report. If this check box is left unchecked, only items that have inventory records will be included. The default for this check box is unchecked.

Start and End Ranges: Order Batch, Sales Register, Salesperson, Invoice/Receipt Date, Item, and Non-Inventory

Depending on the selection in the Include section of this window, some of these range options may not be available. Use these boxes to define the range of items to include on the report. You can include a single item by entering the same value in both boxes.

The defaults for the Start and End boxes are Start and End. These settings will include all items that meet the remaining criteria set in the window.

NOTE: The Order Batch range is only active if you selected the Orders check box in the Include section of the window, and the Sales Register range is only active if you selected the Register Sales check box in the Include section of the window. The Non-Inventory range is available only if you selected the Include Non-Inventory Items check box at the top of the window.

Date Range

From the drop-down, select a predefined period to run the report for.