Check out these new Reports…
We are introducing three new reports to help you manage the business!
Project- Quote by Follow- Up Salesperson: This report will now show projects associated to the follow-up salesperson or persons associated in Project Container. It will also provide the project phase, priority, estimated project or quote amount and associated contacts.
Commissions Past Due report: This report will replace the Commission Current and Past Due report and gives provides the commissions past due grouped by manufacturer. The detail report can be exported to individual PDF pages or Excel tabs by manufacture with the order information and days late that can be sent for research and collection.
Manufacturer Backlog report: This report provides a summary and detail list of open orders for a given date range. The detail report can be exported to individual PDF pages or Excel tabs with the order information that you can send to the manufacturer for status and shipment follow up.