Reports for sales by customer groups

[daveww]

I would like to find a way to attach certain account customers orders to the sales person who originally signed up the account, and then use this data to calculate their commision. (We pay commission on both the initial order and any subsequent orders placed by the customer.)

I had thought it might be possible to set up an account customer group for each of our sales staff and then put their customers into these groups.

However I can't see anyway of running a report to extract the level of sales based on customer groups.

If anyone has any suggestions I would be very grateful.

Dave

[Jan]

There is a report called transactions by referrers that reports sales against the entry in 'user defined 3', so if you put your sales persons ref or the customer group name into that field on checkout then you could use that report.

There isn't a report that groups sales by customer groups in the product by default but you could write one using crystal report version 8.5 or you could commision a report designer like myself or Duncan Rounding to write one for you.

Regards,

[daveww]

Hi Jan,

Thanks for the reply.

If I understand this correctly, with the first of your solutions it needs the person taking any follow-up orders from a particular customer to know that the customer is already linked to a salesperson.

Whereas if the customer is in an individual salespersons group then simply by choosing their details from the "shopped before", their subsequent orders would be automatically linked to the original salesperson that signed them up.

If I have understood correctly, then the latter is the better solution, but would need a custom report. As I haven't got Crystal or would have the faintest idea on how to use it if I had, would you please give me some feedback on the sort of costs such a report would entail.

Thanks
Dave

[Jan]

Hi David,

If you email the details of what you would like to see on the reports to my support desk I will be able to send you a quote for the work.

Regards,