Generate Agent/ Salesman wise Sales Report
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How to Generate Agent/ Salesman wise Sales Report?
In this tutorial, we’ll learn how to configure the Agent-Wise Sales Report in Logic ERP using two different methods — through the Agent + Customer Wise Sales report and the Sales Register Cross Tab report.
Method 1 - Using Agent + Customer Wise Sales Report
Open and Create a New Configuration Report
Navigate to the Reports/Queries section.
Under the Agent Reports category, open Agent + Customer Wise Sales.
Click on Configuration to create a new report setup.
Provide a suitable configuration name.
Define Print Columns
Under Print Options, open Print Columns to view available fields.
Select the checkboxes for the columns you wish to include in the report.
Use the arrow keys to rearrange the column order as required.
Once done, save the changes.
Configure Totals
In the Total section, define how totals should appear.
Since this is an Agent-Wise Sales Report, enable both Agent Total and Grand Total options for summary display.
Set Report Options
Go to the Report Options tab and configure the following:
Report On: Agent + Bill
Report Type: Bill Wise
Report View: Lot Wise
Report Sorting: Item + Size Wise
Agent Filter: Bill Wise
Save the configuration.
Generate the Report
From the configuration list, select the one you just created and click Create.
The generated report displays detailed Agent-Wise Sales Data along with bill details for the selected date range, showing each agent’s name and corresponding billing history.
Method 2 - Using Sales Register Cross Tab Report
Open and Create Configuration
Go to Reports/Queries → Sales Register Cross - Tab Report.
Open Configuration and define a new configuration name.
Configure Report Options
Under Report Consolidation: Enable Bill Number, Agent, Item Details and Lot Number.
Under Item Consolidation section: Once Item Details is enabled, select the Item Name, Pack/Size, and Shade columns for item-level insights.
In the Report Total section: Enable Grand Total for overall summary.
Under Report Order: Move Agent, Bill Number, and Item Details to the top using the arrow keys.
Set Transaction Options
Navigate to the Transaction Options tab.
Enable Display Transaction Details.
Choose whether to display transactions by Value or Quantity.
Customize Columns
From the configuration list, select your setup and click Create.
By default, all columns will appear.
To customize:
Open Setup Column Attributes.
Unselect all columns, then enable only the required ones:
Bill
Agent Name
Bill Number and Date
Bill Amount
Total Quantity
Item Name, Batch, Size, Shade
Gross Amount and Net Sale Amount
Rearrange column order using arrow keys.
Save the configuration and press F2 to refresh.
Final Output
The report now provides a comprehensive agent-wise sales summary with detailed bill and item-level information for the selected date range. You can use either method based on your preferred report format and level of detail.
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