Autologue User`s Manual – Salesman Commission Report Page i
Contents
1. Autologue User s Manual Salesman Commission Report Page 5 The Commissioned Sales Report screen will now be displayed as shown COMMISSIONED SALES REPORT Report e lec t Repor t Only Y N 2 Receipts 3 Aged Invoices Output To SCREEN Date Range To Category Customer ___ ss Cust Report Codes Invoice ___ sOInvoiice Age RESET SEL CAT SEL AGE PRINTER PRINT EXIT Entering Sales Commission Invoice Category Records e From the Sales Commission Custom Report Menu enter or use the and W arrow keys to position the gt pointer on the INVOICE CATEGORY MAINTENANCE SCREEN menu selection and press lt Return gt The Commissioned Sales Invoice Category Maintenance screen will now be displayed as shown COMMISSIONED SALES Invoice category Maintenance Nunber HO Date Core Lab Nisc Tax Total Number ____ Salesnan _ Ant Paid Pnt Date Amount Qty _ Core Anount RESET CAT DEL SRCH INVC NEXT PREV SAVE EXIT Autologue User s Manual Salesman Commission Report Page 6 This screen is used to enter a new sales commission invoice record or edit delete an existing record Entering A New Sales Commission Invoice Record e With the cursor positioned at the Invoice Number prompt enter the invoice number 1 65535 and press lt Return gt e With the cursor positioned at the Date prompt enter the i2. prompt e With the cursor positioned at the Amount prompt enter the dollar amount to be tracked against the entered category and press lt Return gt e With the cursor positioned at the Qty prompt enter the quantity to be tracked against the entered category and press lt Return gt e With the cursor positioned at the Core Amount prompt enter the core dollar amount to be tracked against the entered category and press lt Return gt or just press lt Return gt to default the field to a value of 0 00 e Press the lt F10 gt Save key to save the entered commissioned sale invoice category maintenance information
3. the category description and product lines setup Press the lt F4 gt Delete key to delete the category record information The screen will automatically display the first category record information after the deletion is completed Autologue User s Manual Salesman Commission Report Page 4 e Press the lt F1 gt Reset key to clear the screen information and position the cursor at the Category prompt Scrolling Through Existing Category Records e User can scroll forward or backward through category records by pressing the lt F8 gt Next or lt F9 gt Prev keys Exporting Sales Commission Data e From the Sales Commission Custom Report Menu enter 2 or use the and W arrow keys to position the gt pointer on the 2 EXPORT DATA menu selection and press lt Return gt Packing The Sales Commission Database e From the Sales Commission Custom Report Menu enter 3 or use the and W arrow keys to position the gt pointer on the 3 PACK DATA BASE menu selection and press lt Return gt Purging The Sales Commission Database e From the Sales Commission Custom Report Menu enter 4 or use the and W arrow keys to position the gt pointer on the 4 PURGE DATA BASE menu selection and press lt Return gt Running Sales Commission Reports e From the Sales Commission Custom Report Menu enter 5 or use the and W arrow keys to position the gt pointer on the 5 RUN REPORTS menu selection and press lt Return gt
4. Autologue User s Manual Salesman Commission Report Page i Table Of Contents Introduction Sales Commission es sccsscatuysacsssieevarasayst estsessest vaonsicdsdenieedavesegeossesscevosonsdvendvees 1 Setting Up Sales Commission CategorieS esesesesesesrosorerercrcososoreseseseseseseseororosoreseseosososese 1 Entering A New CategorY esesessrerereceesesesosossesesesesesercreceesesososeeseseseseserereeeeeeseseseserereeeeee 2 Editing An Existing Cates Ory sssesccssuisssusessontscoassevanseeissviansdsssecsdsesdeneud sleuieasessapebedserssevenes 3 Deleting An Existing Cates 09 y cscs css iscssessesscvessendssesscdvacucscusscsusdsvesehevssveutedsusecsetedeursssseves 3 Scrolling Through Existing Category Records cssscsssssssssssssssssssssssssssssssesssseseees 4 Exporting Sales Commission Data ss sciicsesceccacscsccsiesssccstessuctbes soucdessasscavisseottetecsvastecnsbiceavence 4 Packing The Sales Commission Database cscssssssssscssssssssscsssssssssssssssssssssssssssessesesees 4 Purging The Sales Commission Database cscssssssssssssssssssscssssssssssssssssssssssesssssssesesees 4 Running Sales Commission Reports ccssscscssesssssssssssscsssssssscssssesssssssessssssssssssesessesesees 4 Entering Sales Commission Invoice Category Records scscsscssscssssssessssesssssessesesees 5 Entering A New Sales Commission Invoice Record ssssesesesessssoroseseseseesososesesesesesese 6 Revision 6 02 Version 7 1 Au
5. f a product line being entered is already assigned to another category Press the lt F10 gt Save key to save the entered category information Autologue User s Manual Salesman Commission Report Page 3 COMMISSIONED SALES Category Maintenance Category J Category Description Engine Parts Product Lines In Category 4 53 55 59 63 64 100 101 230 239 240 RESET DELETE NEXT PREV SAVE EXIT Editing An Existing Category With the cursor positioned at the Category prompt enter the category number to be edited and press lt Return gt The screen will now display the category description and product lines setup With the cursor positioned at the Category Description prompt enter a new description for the category and press lt Return gt or just press lt Return gt to skip past the description With the cursor positioned at the Product Lines In Category prompt enter the product lines to be included in the category and press lt Return gt or just press lt Return gt to leave the assigned product lines Example 4 53 55 59 63 64 100 101 Press the lt F10 gt Save key to save the entered category information Press the lt F1 gt Reset key to clear the screen information and position the cursor at the Category prompt Deleting An Existing Category With the cursor positioned at the Category prompt enter the category number to be deleted and press lt Return gt The screen will now display
6. nvoice date MM DD YY and press lt Return gt e With the cursor positioned at the Core prompt enter the core dollar amount and press lt Return gt or just press lt Return gt to default the field to a value of 0 00 e With the cursor positioned at the Lab Misc prompt enter the labor miscellaneous dollar amount and press lt Return gt or just press lt Return gt to default the field to a value of 0 00 e With the cursor positioned at the Tax prompt enter the tax dollar amount and press lt Return gt or just press lt Return gt to default the field to a value of 0 00 e With the cursor positioned at the Total prompt enter the total dollar amount and press lt Return gt or just press lt Return gt to default the field to a value of 0 00 e With the cursor positioned at the Customer Number prompt enter the customer number and press lt Return gt e With the cursor positioned at the Amt Paid prompt enter the amount paid dollar amount and press lt Return gt or just press lt Return gt to default the field to a value of 0 00 e With the cursor positioned at the Pmt Date prompt enter the payment date MM DD YY and press lt Return gt e With the cursor positioned at the Category prompt enter a numeric category number between 1 and 999 and press lt Return gt Note If a category number that does not currently exist is entered the field will be cleared and the cursor will again be positioned at the Category
7. r s Manual Salesman Commission Report Page 2 The COMMISSIONED SALES Category Maintenance screen will now be displayed as shown CONNISSIONED SALES Category Maintenance Category W Category Description Product Lines In Category RESET DELETE NEXT PREV SAVE EXIT This screen is used to enter a new sales category or edit delete an existing category Entering A New Category With the cursor positioned at the Category prompt enter a numeric category number between 1 and 999 and press lt Return gt With the cursor positioned at the Category Description prompt enter a description of the category and press lt Return gt The category description allows for up to 29 printable characters With the cursor positioned at the Product Lines In Category prompt enter the product lines to be included in the category and press lt Return gt For a single product line the user would simply enter the product line number For a range of consecutive product lines the user would enter the first product line number a dash and the last product line number For combinations of both a single and range of product lines to be included the user would entered a comma between the single and ranges of product lines Example 4 53 55 59 63 64 100 101 Note Spaces are not allowed when entering product lines Each product line number can ONLY be assigned to ONE category The screen will display an error message i
8. tologue User s Manual Salesman Commission Report Introduction Sales Commission Page 1 The Autologue Sales Commission Reporting software is designed to track sales by salesman code for user defined categories Users define category numbers and specific product lines to be included Specific product lines cannot be defined in more than one category Salesman codes must also be setup within the customer records Once this information is setup sales and receipt amounts by category will be tracked in a database This information can then be reported by salesman code invoice number category amounts etc Setting Up Sales Commission Categories To start setting up and maintaining sales commission category information follow the steps below From the Autologue Main Menu enter 11 Report Processing and press lt Return gt From the Report Processing Menu enter 18 Custom Reports and press lt Return gt The Sales Commission Custom Report Menu Quick Menu screen will now be displayed as shown Tue Jun 18 16 52 26 19XX EATE EGORY MAINT EXPORT DATA PACK DATA BASE PURGE DATA BASE EPORTS EGORY GROUPS or Q to quit From the Sales Commission Custom Report Menu enter 1 or use the and Y arrow keys to position the gt pointer on the 1 CATEGORY MAINTENANCE SCREEN menu selection and press lt Return gt Autologue Use
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