Salesperson Exception Report

The Salesperson Exception Report provides a list, sorted by employee, of all price overrides, manual discounts, and negative quantities sold during a specified time period.

To create the Salesperson Exception Report:

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Sales Analysis > What I Need To Know.
3.  In the Reports List pane, select Salesperson Exception Report.
4. In the Choose Report pane, click F12 Next.
5. In the Salesperson Exception Report window, in the Report Settings pane, select an invoice date range for the report.

Note: By default, the report looks at all employees. To specify an employee ID range, clear the Report all salespeople? checkbox, then enter a range of employee IDs.

6. In the Additional Settings pane, select the exceptions to include in the report.

Note: By default, all exceptions are selected. For any exception that you do not want to see, click to clear the associated checkbox.

The report can show the following types of invoice/quote exceptions.

• • Manual discount: A manual discount occurs when an employee clicks F4 Discount Item on the bottom ribbon in the Invoice/Quote pane.
  • Price override: A price override occurs when an employee manually changes the price of an item by entering a different price for the line-item on the invoice or quote.
  • Negative quantity sold (Neg qty sold): A negative quantity sold transaction occurs when an employee changes the item quantity to a negative number. This exception is common during item returns.

7. When you are ready to run the report, in the Sorting Options pane, click F12 Run Report.
8. When the report is complete, a PDF file with a list of exceptions opens.