How to assign customers to sales representative

1

Hey everyone,

I have a business with five sales representatives; each representative has about eight customers they brought to the business, at the end of the month I need to generate the sales report of each sales representative and customer they got to know the sales value and product quantity for each representative for the month.

My question for this thread is

  1. How to attach each customer to sales representative that bring them
  2. how to generate sales reports for each sales representative and customers under them to know the items and value of what they buy for the month
2

Please this is urgent, i need an assistant on the topic above

3

try this.

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image426×212 2.7 KB

all depends on Placement

4

I have think of custom field before coming to the forum. How can i generate report to see what the sales rep and their customer have purchased for a specific period of time? Thats my main issue

5

Enable the column in sales invoice, and use Advanced Query

6

How can enable the column in sales invoice and how do I use advance query to generate the sales report?

7

How to enable custom field columns is explained at https://www.manager.io/guides/custom-fields i.e.:

Displaying Custom Fields in Tables

To display the contents of a custom field as a column in tabs:

  1. Go to the relevant tab where you want the custom field to appear.
  2. Click on the Edit Columns button.
  3. Enable the desired custom field to display it as a column.

Edit columns

Use the Edit Columns feature to display custom fields in your data tables.

For more details, refer to the Edit Columns guide.

How to create Advanced Queries is explained at https://www.manager.io/guides/advanced-queries

Please see FAQ - Manager Forum and note:

If your question is related to … custom reports, always post the code or report definition you have developed and the results it produces. Do not simply post a picture of something you want and ask other users to tell you how to achieve it.

So provide the screenshots of your attempts to generate a report with Advanced queries including the Custom Field(s).

8

Thanks a lot.
My issue now is how to use Advanced Queries to generate the sales report from a specific period to a specific period, I have tried my best to get it but I couldn’t, I have spent series of hours on it but I can’t still get it

Can you please show me how to do that in sales invoice Advanced Queries?

9

Please show screenshots of you Advanced Queries and explain why they “failed”. Thanks