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