Invoice Report with PO# and Salesman

[Riddlers99]

Hi Mitchell,

Is it possible to get a report similar to the "Invoice Profit/Loss" that shows additional the PO# and Salesman?

This is also for you user "Infodirect" as you could see on this report which invoice is already paid and which one outstanding. I guess this way it is much easier to calculate the commission.

Mitchell, If you could add to this feature the possibility to choose the salesman from the Category drop down list (All, Salesman1, Salesman2...), you have exactly what Infodirect needs. A report that shows the invoiced and paid invoices by salesman.

And the name of the report could be "Invoice History by Salesman".

And this is also exactly what I need. I also need to have the PO# on this report though. So after column "Invoice #" it could show column "PO #" and "Salesman".

And I need to be able to run this report by category "customer" instead of salesman. (like "Customer Ship List).
Report name "Invoice History by Customer Category".

Would be SO amazing to get this!

Thanks

W.

[K Software]

Have you seen the product Sales by Salesman report? It gives paid/unpaid balances per salesman, just not on the invoice level (but would that matter?). I can put the PO# on that report if that is all it's missing. Check the Product Sales by Customer report too - it's the same report only grouped by customer.

I just modified the Product Sales by Customer report to include some more of the customer's contact information. That change will be rolled into the 3.1 release but you can grab it now (provided you have update support) from http://www.k-billing.com/upload/kbilling_installer.exe

[Riddlers99]

Hi Mitchell,
I know the product sales by salesman report. You made it for me last year after I requested it. Thanks again.

Adding the PO# to this report doesn’t help in my case because it is the invoice level that matters for me.

The same for the product sales by customer report. I need to see every invoice number together with the PO#.

So what I would need is the same as the “Invoice” report, just with additional PO#, Salesman and being able to choose the customer category in the drop down list. If the drop down thing is too much work then just another column that shows the customer category so I can sort it in Excel and delete the ones that are not needed.

Thanks a million. You would save me hours of work.

[Riddlers99]

Do you have time to do that for me Mitchell?

[K Software]

I looked at it and it's harder than I initially thought. I've put it on the development list and will do it as soon as I can.

[Riddlers99]

pity, i thought that's gonna be a 30 minute task like with the sales man report.

Hope you'll find time for this soon. Thanks in advance.

[Riddlers99]

Any news on this one? Unfortunately there is not one report that shows the PO# which makes it very difficult.