Customer Sales by Salesperson, Department Softbase Report

In order for the Customer Sales by Salesperson, Department Report to return data, a user needs to setup their Chart Accounts for Sales Accounts in a specific way. Below is the mapping that is needed that will return Sales from the GL based on the specific accounts being setup with the below details for each Department they wish to return.

Parts Department; Sort 1 in Chart of Accounts would be "1. Sales" and Sort 2 in Chart of Accounts would be "Parts"

Equipment Department; Sort 1 in Chart of Accounts would be "1. Sales" and Sort 2 in Chart of Accounts would be "New Equipment"

Misc Department; Sort 1 in Chart of Accounts would be "1. Sales" and Sort 2 in Chart of Accounts would be "Misc Sales "

Service Department; Sort 1 in Chart of Accounts would be "1. Sales" and Sort 2 in Chart of Accounts would be "Service "

Rental Department; Sort 1 in Chart of Accounts would be "1. Sales" and Sort 2 in Chart of Accounts would be "Rental "

Allied Department; Sort 1 in Chart of Accounts would be "1. Sales" and Sort 2 in Chart of Accounts would be "Allied Sales"

Once the Chart of Accounts has been setup with the above mapping then the report will return data by Invoice with the Invoice Amount for each section listed identifying whether it was from the Parts, Equipment, Misc, Service, Rental or Allied Departments based on the mapping of the Chart of Accounts.