Need help in customizing a sales report including

Posted by Jack T on December 6, 2005, 12:17 pm

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Anyone know how I can make a sales report that contains a sales reps sales
within a given time frame, including item price, with tax if any, and tender
type (basically the entire sale rung up). I am trying to run a report that
shows how much we are putting on types of credit cards, Visa, MasterCard,
Discover, cash, etc. Would like to know the SQL statements that are needed
to do so.

Posted by Jeff on December 6, 2005, 4:15 pm

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Jack,

Are you asking for 2 reports or a single one?

The second, how much for each tender types, you have already have, if you
separate out your credit card tenders. A tender for MC, a separate for
VISA, etc.

SO Manager | Reports | Misc | Tender Summary | then collapse grouped rows,
the 8th icon on top or press Ctrl+O.

--
*
Anyone know how I can make a sales report that contains a sales reps sales
within a given time frame, including item price, with tax if any, and tender
type (basically the entire sale rung up). I am trying to run a report that
shows how much we are putting on types of credit cards, Visa, MasterCard,
Discover, cash, etc. Would like to know the SQL statements that are needed
to do so.

Posted by Jack T on December 7, 2005, 9:38 am

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Yea, I was trying to tie the salesperson into a report that shows customer,
salesperson, total sale including tax and tender type.

"Jeff" wrote:

> Jack,

> Are you asking for 2 reports or a single one?

> The second, how much for each tender types, you have already have, if you

> separate out your credit card tenders. A tender for MC, a separate for

> VISA, etc.

> SO Manager | Reports | Misc | Tender Summary | then collapse grouped rows,

> the 8th icon on top or press Ctrl+O.

> --

> *

> Anyone know how I can make a sales report that contains a sales reps sales

> within a given time frame, including item price, with tax if any, and tender

> type (basically the entire sale rung up). I am trying to run a report that

> shows how much we are putting on types of credit cards, Visa, MasterCard,

> Discover, cash, etc. Would like to know the SQL statements that are needed

> to do so.

Posted by Rob on December 7, 2005, 5:26 pm

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Jack to add Sales Person and Tender to a report you need to add these tables:
LEFT JOIN SalesRep WITH(NOLOCK) ON TransactionEntry.SalesRepID = SalesRep.ID
LEFT JOIN TenderEntry WITH(NOLOCK) ON TransactionEntry.TransactionNumber =
TenderEntry.TransactionNumber
LEFT JOIN Tender WITH(NOLOCK) ON TenderEntry.TenderID = Tender.ID

Then add the Tender.Description and SalesRep.Name columns to the report.

Rob

"Jack T" wrote:

> Yea, I was trying to tie the salesperson into a report that shows customer,

> salesperson, total sale including tax and tender type.

> "Jeff" wrote:

> > Jack,

> >

> > Are you asking for 2 reports or a single one?

> >

> > The second, how much for each tender types, you have already have, if you

> > separate out your credit card tenders. A tender for MC, a separate for

> > VISA, etc.

> >

> > SO Manager | Reports | Misc | Tender Summary | then collapse grouped rows,

> > the 8th icon on top or press Ctrl+O.

> >

> > --

> > *

> > Anyone know how I can make a sales report that contains a sales reps sales

> > within a given time frame, including item price, with tax if any, and tender

> > type (basically the entire sale rung up). I am trying to run a report that

> > shows how much we are putting on types of credit cards, Visa, MasterCard,

> > Discover, cash, etc. Would like to know the SQL statements that are needed

> > to do so.

> >

Posted by Jack T on December 7, 2005, 6:11 pm

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Rob,
I am trying to add to the "Custom-Tender entry by date" report and keep
getting Invalid proceedure call or Argument. I am wondering if I am trying
to place the statement in the wrong place?

"Rob" wrote:

> Jack to add Sales Person and Tender to a report you need to add these tables:

> LEFT JOIN SalesRep WITH(NOLOCK) ON TransactionEntry.SalesRepID = SalesRep.ID

> LEFT JOIN TenderEntry WITH(NOLOCK) ON TransactionEntry.TransactionNumber =

> TenderEntry.TransactionNumber

> LEFT JOIN Tender WITH(NOLOCK) ON TenderEntry.TenderID = Tender.ID

> Then add the Tender.Description and SalesRep.Name columns to the report.

> Rob

> "Jack T" wrote:

> > Yea, I was trying to tie the salesperson into a report that shows customer,

> > salesperson, total sale including tax and tender type.

> >

> > "Jeff" wrote:

> >

> > > Jack,

> > >

> > > Are you asking for 2 reports or a single one?

> > >

> > > The second, how much for each tender types, you have already have, if you

> > > separate out your credit card tenders. A tender for MC, a separate for

> > > VISA, etc.

> > >

> > > SO Manager | Reports | Misc | Tender Summary | then collapse grouped rows,

> > > the 8th icon on top or press Ctrl+O.

> > >

> > > --

> > > *

> > > Anyone know how I can make a sales report that contains a sales reps sales

> > > within a given time frame, including item price, with tax if any, and

tender

> > > type (basically the entire sale rung up). I am trying to run a report that

> > > shows how much we are putting on types of credit cards, Visa, MasterCard,

> > > Discover, cash, etc. Would like to know the SQL statements that are needed

> > > to do so.

> > >