Unposted Invoice Edit List by Salesman
Last updated
Last updated
The Unposted Invoice by Salesman page is designed to assist businesses in maintaining transparency and streamlining their invoicing processes. It presents a detailed breakdown of unposted invoices, categorized based on the associated sales representatives or salesmen. This categorization allows businesses to easily identify and manage pending invoices specific to each sales representative, providing insights into their individual sales performance and outstanding invoices.
For each sales representative's unposted invoices, the page provides essential information such as the representative's name, associated invoice numbers, customer names, invoice dates, and monetary values. This level of detail empowers businesses to assess the financial impact of pending invoices for each sales representative, aiding in accurate commission calculations, performance evaluations, and incentive programs.
Step 1: Filtering options to customize the report's parameters.
Sale Order Ship Date: Specify the date range to narrow down the report results based on when the sales orders were shipped.
Salesman: Please select the salesman of your choice or leave it blank to include all salesmen.
Report Format: Choose between PDF or Excel format for the report output.
Step 2: Click the "Run Report" button
Locate the "Run Report" button and click on it.
This triggers the system to process and generate the report based on the provided criteria.
Step 3: Wait for the report to generate
Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.
Please be patient while the system completes this task.
Step 4: Review the report
Once the report is generated, it will be displayed on the screen.
Carefully review the report, focusing on the information about the number of each column and rows.
Step 5: Save or export the report
If needed, save or export the report for future reference or to share it with others within your organization.
This ensures that you retain the data and can access it whenever necessary.
By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding unpost invocie management.
