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A
aclark7seas
September 9, 2020
Question

Tracking Sales per Rep

  • September 9, 2020
  • 1 reply
  • 0 views

We are a smaller company but have recently added two more sales reps to our team. Up until now, we have had all SO/PO's go under specific accounts because we did not need to track sales per person. Now that we have three sales reps, we would like a way to be able to track each persons sales and be able to run commission reports when needed. What would be the best way to do this? Added each rep as a "Class" was suggested to us but we were not sure if that was the best way. We are using QuickBooks Premier Manufacturing (Desktop). If you need any other information from our end, please let me know. 

1 reply

N
Nick_M
September 9, 2020

Hey there, aclark7seas.

 

Thanks for dropping by the Community, I'm happy to share some feedback. Some users have found it helpful to customize the Sales by Rep Detail to show the total sales by customer. You won't be able to see everything on the Sales by Customer Summary report, but it will include a lot of helpful information. Here's how to customize it. 

  1. Click on Reports menu, then select the Sales.
  2. Choose the Sales by Rep Detail and click on Customize Report button.
  3. Click the Display tab and change Total by to Customer.
  4. Under Columns, select Rep and uncheck the Name.
  5. Click OK.

You can find the Sales by Rep Detail page by:

  1. Going to the Report Menu.
  2. Choose Sales, then Sales by Rep Detail.

If you have any other questions, feel free to post down below. Thank you for your time and have a nice afternoon. 

 

A
aclark7seasAuthor
September 9, 2020

Nick, 

 

Thank you for the breakdown on how to run the report but we are still in the setting up stage. We are confused on how to enter the sales rep information for each so we assign them to jobs properly and what have you. What is the best way to do this? Hopefully this makes sense on what we are trying to set up. 

MaryLurleenM
MaryLurleenM
September 9, 2020

Hello there, aclark7seas,

 

You can add the sales rep to the Lists. Here's how:

  1. Click Lists on the menu.
  2. Select Customer & Vendor Profile Lists, then click Sales Rep list.
  3. Click New.
  4. Enter the needed information. 
  5. Click OK to save.

Then, you can use the report provided by Nick in the future.

 

You can also check out this article about different reports in QuickBooks Desktop: Customize customer, job, and sales reports in QuickBooks Desktop. The report provides details on how to customize each one of them.

 

Let me know if you need anything else. 

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