View agent sales data

View agent sales data

Overview

You can view sales by agent using the inbuilt reports.

Usage

To do this:
1. Go to [Reports | Customer Sales].
2.To view:
    1. Agent specific sales order data:
      1. Enable the SOrder Agent filter.
      2. Select the relevant agent in the dropdown menu.
    2. Customers (who have placed a sales order) allocated to a specific agent:
      1. Enable the Company Agent filter.
      2. Select the relevant agent in the dropdown menu.
3. Set other filters as required

    • Related Articles

    • Report UK sales or Rest of the World sales

      Overview Sometimes you may need to report on sales split by region. Usage The inbuilt sales reports will give you this information, it just needs filtering to your requirements. Go to [Reports] Select any of the first 4 reports. Product Sales Product ...

    • Sales Order Data Import Mapping

      Information This page contains the field mapping requirements for importing existing sales orders into Khaos Control Cloud (KCC). MANDATORY FIELDS Mandatory fields vary depending on the complexity of the data you are intending to import. Notes A ...

    • Setting a sales reports to display sales orders and not sales invoices

      Overview In Sales Report you can view order but Sales Order as well as the default Sales Invoice view Usage With your sales report open, click the filters button and scroll down. Near the bottom of the popup you will find a Sales Orders filter, which ...

    • Stock Data Import Map

      Information This guide contains the file requirements for importing stock data into Khaos Control Cloud (KCC). This article only covers simple SKUs, a separate guide is available for SCS items (variations) here, Stock Data Import (SCS). Detailed ...

    • Reporting on Sales by Level 2 Stock Type

      Overview It is possible to view all your sales for stock items by Level 2 Stock Type using the Product Type report. A step by step guide can be found below the video. Steps In Reports, open the Product Type Sales report. Use the Filters button to ...