Reports by Orders

In Field sales dashboard admin can check all the reports as per orders, visits, and target.

On the Order page user have two options to check the sales report, Primary sales, and Secondary sales.

In Primary sales, all the customers belong to the distributor category

In Secondary sales, all the customers belong to the retailer category

Orders

In CRM, select Field sales and click on the Dashboard

Date wise sales

To check the date wise sales, for primary customer(distributor) select order and in the sub-filter select date wise order.

In date wise sales, select primary sales, customer, scheme, sales agent and date range and hit the show report button and check all the details

To check the date wise sales, for secondary customer(retailer) select secondary sales, customer, scheme, sales agent and date range and hit the show report button and check all the details

Customer wise sales summary

To check the customer wise sales summary, select order and in the sub-filter select Customer wise sales summary

In customer wise sales summary, select primary sales(distributor), customer, scheme, sales agent and date range and hit the show report button and check all the details

To check the date wise sales, for secondary customer(retailer) select secondary sales, customer, scheme, sales agent and date range and hit the show report button and check all the details

SKU wise sales summary

To check the SKU wise sales summary, select order and in the sub-filter select SKU wise sales summary

To check SKU wise sales summary for primary sales(distributor) select primary sales, product, sales agent, city, state, and date range and hit the show report button and check all the details

To check SKU wise sales summary for secondary sales(retailer) select secondary sales, product, sales agent, city, state, and date range and hit the show report button and check all the details

Order by agent

To check the Order by agent, select order and in the sub-filter select SKU wise sales summary.

1. To check Order by agent- Amount for primary sales(distributor) select primary sales, date range and Amount in the filter and hit the show report button and check all the details

2. To check Order by agent- order for primary sales(distributor) select primary sales, date range and Order in the filter and hit the show report button and check all the details

3. To check Order by agent- Quantity (metric ton) for primary sales(distributor) select primary sales, date range and Quantity (metric ton) in the filter and hit the show report button and check all the details

4. To check Order by agent- Amount for secondary sales(retailer) select secondary sales, date range and Amount in the filter and hit the show report button and check all the details

5. To check Order by agent- Orders for secondary sales(retailer) select secondary sales, date range and Order in the filter and hit the show report button and check all the details

6. To check Order by agent- Quantity (metric ton) for secondary sales(retailer) select secondary sales, date range and Quantity (metric ton) in the filter and hit the show report button and check all the details

Product wise Orders

To check the Product wise orders, select order and in the sub-filter select Product wise orders,

To check Product wise orders- Amount for primary sales(distributor) select primary sales, date range and Amount in the filter and hit the show report button and check all the details

To check Product wise orders- Quantity (metric ton) for primary sales(distributor) select primary sales, date range and Quantity (metric ton) for in the filter and hit the show report button and check all the details

To check Product wise orders- Amount for secondary sales(retailer) select secondary sales, date range and Amount in the filter and hit the show report button and check all the details

To check Product wise orders- Quantity (metric ton) for secondary sales(retailer) select secondary sales, date range and Quantity (metric ton) in the filter and hit the show report button and check all the details

City Wise Sales Summary

To check the city wise sales summary, select order and in the sub-filter select City wise sales summary

To check city wise sales summary – City & Amount for primary sales(distributor) select primary sales, date range, city and Amount in the filter and hit the show report button and check all the details

To check city wise sales summary – City & Quantity (metric ton) for primary sales(distributor) select primary sales, date range, city and Quantity (metric ton) in the filter and hit the show report button and check all the details

To check city wise sales summary – Route & Amount for primary sales(distributor) select primary sales, date range, Route and Amount in the filter and hit the show report button and check all the details

To check city wise sales summary – Route & Quantity (metric ton) for primary sales(distributor) select primary sales, date range, Route and Quantity (metric ton) in the filter and hit the show report button and check all the details

To check city wise sales summary – City & Amount for secondary sales(retailer) select secondary sales, date range, city and Amount in the filter and hit the show report button and check all the details

To check city wise sales summary – City & Quantity (metric ton) for secondary sales(retailer) select secondary sales, date range, city and Quantity (metric ton) in the filter and hit the show report button and check all the details

To check city wise sales summary – Route & Amount for secondary sales(retailer) select secondary sales, date range, route and Amount in the filter and hit the show report button and check all the details

To check city wise sales summary – Route & Quantity (metric ton) for secondary sales(retailer) select secondary sales, date range, route and Quantity (metric ton) in the filter and hit the show report button and check all the details