!Sales Rep/Track Sales Rep!
D
Derek Dlouhy
A lot of businesses would greatly benefit from something that allows us to add Sales Reps. Customer Profiles seems like the logical space, and set it up to auto calculate commission on orders through a percentage base/fixed rate. It would also be crucial to sync with QuickBooks for accounting.
Please support this.
A
Abby McDowell
Merged in a post:
Sales By User Filters
M
Mick Pennington
Adding the ability's to filter Quotes/Invoices by status give better analysis capability. As I pay commission to my sales team, being about to separate the quotes by status would save an immense amount of time in preparing commission reports.
A
Abby McDowell
Merged in a post:
Sales Rep Report
t
trina@320ink.com
The ability to run report sorted by sales rep/owner
A
Abby McDowell
Merged in a post:
Commission Report
G
Garrick Jacobi
Need some sort of reporting for commissions by salesman or user. Love most things about Printavo but the overall reporting is very poor compared to pretty much every POS system. Antera, CommonSku, AIM, all run circles around Printavo when it comes to reporting and if you can pull accurate numbers you really don't know your profit.
A
Abby McDowell
Merged in a post:
Auto Populate sales reps name by customer owner
K
Krista Bortz
It would be helpful if customers owned by certain sales reps automatically triggered the sale reps name in the invoice owner spot.
Or if there was another field that has sale reps names to pull from.
A
Abby McDowell
Merged in a post:
Analytics By Salesperson
S
Sam Lucero
It would be nice if we can make a way for the sales people to have access to their own analytics but not have to see everyone elses.
A
Abby McDowell
Merged in a post:
Reports for salesmen by paid invoice
K
Kathy Phillips
We need to be able to run a monthly report by salesmen by paid invoices. Could you please add this?
A
Abby McDowell
Merged in a post:
CSR as secondary user per invoice
R
Rob Woodman
We have CSR's assigned to each sales rep in our shop. The status emails only let you email the invoice creator. If a secondary person (CSR) could be assigned to each job in addition to the sales rep then when we select "email invoice creator" it also emails the CSR listed. This would be very helpful!
A
Abby McDowell
Merged in a post:
Place for CSR & Sales Rep
J
Janessa
When our CSR's input orders, it comes in under their name and then we have to reference old jobs in order to see which sales reps they belong to. This is becoming a hassle. We need a place for the CSR's and for the sales reps so that our reports can be accurate.
C
Chris McDevitt
Just had a request for this and I realized, I'd have to run the report for each salesman and then edit it for just those with an invoice status. UGH!
R
Randy House
Invoicing is the same. Cant run a report by client for open invoices or send them. Like all production aspects of Printavo. Money side, not so much.
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