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How to Generate a Sales Detail Report

  • Updated

Generate a report at any time that will show you a breakdown of your sales, as well as the Sales Agent associated with that customer account

 

To generate a report, head to the Reports tab in Ollie Order.

 

Next, click the Sales Detail Report option.

 

You can select the date range that you would like to generate a report for by clicking the first date, and then sliding your mouse across all of the dates you would like to include!

 

Click Export Spreadsheet and Ollie will generate a report that contains the following data:

  • Reference Number

  • Date

  • Seller

  • Buyer

  • Customer Type

  • Licensee Number

  • Warehouse

  • Sales Rep

  • Status

  • Author

  • Product Name

  • SKU

  • Quantity

  • Case

  • Unit Price

  • Subtotal

  • Deposit

  • GST

  • PST

  • Grand Total

Ollie Tip!💡 You can use the Sales Detail report to generate your Sales Rep Commissions! You can filter by Sales Rep within the spreadsheet, and see their total sales for the selected time period. Take that total and calculate a percentage to see how much to compensate your awesome sales team!

 

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