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Product Sales Summary Report V8

Introduction


This report provides a summary of products sold by route. The Product Sales Summary report can be found under Reports > Route Reports > Sales > Product Sales Summary.
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Fields:

Sort Option 1 & 2: The sort options for this report are:

  • Route
  • Charge Code

Change Branch: If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.

Service Date: The range of route dates to include in the report.

Route: The range of route ID’s to include in the report.

Charge Code: The range of product codes to include in the report.

Include Off-Route:Choose this option to include off route deliveries in the report.

Include Inactive Employees: Select this option to include inactive accounts in the report.

Default Equipment Service Ticket: These 2 buttons are used to select a default Service Ticket. Select the default ticket from the dropdown menu---the standard service ticket or a custom ticket (if applicable).