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
Go to MENU and press REPORTS.

On the reports section, go to SALES and ASST.

Filters
You can choose how you want the report to be grouped.
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 you can select the date (day, month and year).            
Press on DONE.

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

2. Filter by a time frame: You can filter the report by time frame (day, week, month, quarter, year). Press on the field and select the time duration of your choice.

Depending on whether you select Day, Week, Month, Quarter, or Year you can use the side arrows to move forward or backward through those time periods.

View
After setting the date range, time frame, press VIEW to display the report based on your selections.

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).

You can 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.