The option is located in the right mouse button menu while the Seller line is selected on the salespersons list. In the sales and salesperson tracking system, the turnover targets for a specific date range, turnover by item group targets, quantity targets and the limits of the discounts and surcharges allowed for these sales are recorded for each salesperson.
The menu options and functions used in the Sales Target window:
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New |
Used to define a new sales target record. |
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Update |
Used to modify sales target information. |
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View |
Used to view the sales target information without making changes. |
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Copy |
Used to create a new record by copying the sales target information. |
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Delete |
Used to delete sales target record. |
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Multiple Delete |
Used to delete the selected sales target records in batch. |
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Record Information |
Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
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Number of Records |
Displays the number of recorded sales target records. |
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Refresh |
Used to refresh the sales target list. |
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Back to Defaults |
Used to display the active window with the standard dimensions defined in the application. |
The following information is recorded in the sales target accessed by clicking on "New" option on the Sales Targets window:
Target Code: The code of the sales target. Description: The name or description of the sales target.
Target Type: The field used to specify the type of the sales target. The sales targets expected from a salesperson within a specific date range are recorded by specifying a target type during sales target definition. The targets may be specified as quantity or total amount by product or product group. The limits of the discounts and surcharges allowed to achieve these targets can also be specified. Information is entered into the other fields depending on the selection made on the target type field. The target type options are:
- Turnover
- Turnover by item group
- Quantity by item group
- Upper limit
Turnover: If this target type is selected, the net turnover target is entered into the Quantity Target field. The discount and surcharge limits are recorded on the Discount Limit and Surcharge Limit fields. Turnover by item group: If this target type is selected, the group code of the material subject of the sales target is entered into the Group Code field, and the net turnover expected from this group is entered into the Quantity Target field. The discount and surcharge limits are recorded on the Discount Limit and Surcharge Limit fields. The material group codes are defined on the Material Management section of the LOGO application.
Quantity by item group: If this target type is selected, the group code of the material subject of the sales target is entered into the Group Code field, and the turnover expected from this group is entered into the Quantity Target field. The discount and surcharge limits are recorded on the Discount Limit and Surcharge Limit fields.
Upper limit: If the sales target is specified for a certain inventory, the material subject of the sales target is selected on the Material Code field. The sales quantity expected from the material is recorded on the Quantity Target field. The discount and surcharge limits are recorded on the Discount Limit and Surcharge Limit fields.
Start Date / End Date: These fields are used to specify the date range on which the sales targets will be applied.