Assistance

The Sales Assistance report displays the products included in sales transactions where an employee provided sales assistance. This report helps identify which products were involved in assisted sales, offering insight into employee participation, sales activity, and customer support.

Main Screen> MENU> REPORTS> SALES> ASST
On the Main Screen, go to MENU and press REPORTS.

On the reports section, go to SALES and ASST.

Filters
Use the filters to define how the report is grouped and displayed.

1. Filter by customized range: To view the report, begin by selecting its date range. Press on the START field to input the starting date.

A calendar screen appears, where the date (day, month, and year) can be selected.           
Press on DONE.

Repeat the same process for the END field to set the final date of the report.

2. Filter by a time frame: Filter the report by time frame (day, week, month, quarter, year).
Select the field and choose the desired time duration.

Depending on whether Day, Week, Month, Quarter, or Year is selected, the side arrows can be used to move forward or backward through those time periods.

View
After setting the date range and time frame, press VIEW to display the report based on the selected criteria.

Below the employee, the system displays the product's involved in the sales they assisted with, along with the products' information (code, category, name, quantity, and total).

PRINT, export to EXCEL, or EMAIL the customized report.

To learn how to set this feature and how to use it see Sales Assistance Setting.