Sales by Referral Code Report

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(Generating the Sales by Referral Code Report)
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(Sales by Referral Code Report Window)
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[[Business Reports|Back to Business Reports]]

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The Sales By Referral Code report lists total sales by referral code for a given sales date or date range. Referral codes are entered in Order Entry or Point of Sale in the payment screen at the time of sale. If a referral code is not entered at the time of sale, the referral code from the Customer Detail Information window is used (the customer detail that is accessed through a customer search). All Order Entry and Point of Sale transactions are included on the report.

  • The Summary Report lists each referral code and the total dollar amount of sales generated from each referral code. It then lists a grand total for all referral codes.
  • The Detail Report lists each customer with the given referral code, and the dollar amount that the customer has spent for the given date range.

Generating the Sales by Referral Code Report

To generate the Sales by Referral Code report:

  1. On the FTD Mercury Main Menu, click Business Reports.
  2. Double-click on the Sales by Referral Code Report icon to open the template.
  3. If a window opens asking whether you wish to enable macros, click Enable Macros.
  4. If you receive the message “This application is about to initialize ActiveX controls...” click OK.
  5. In the Select Store field, click the arrow and select the store’s data that you want to use for the report.
  6. In the Start Date field of the Date Range section, click the arrow and choose the date on which you wish to start analyzing sales information. In the End Date field, click the arrow and choose the date on which you wish to end analyzing sales summary information.
  7. In the Report Type area, select if you want to print the Detail Report or Summary Report.
  8. If you want to print customers with particular marketing types, click Marketing Criteria Selection so that a check mark appears (otherwise leave this option unchecked). This allows you to filter customer information so that, for example, you can print only Business accounts in the report. (If this area is blank, it means that you have no marketing categories set up. See Marketing Screen for information on setting up these categories.)
    To select marketing categories to print, first click on a category so that a drop-down arrow displays. Click this arrow to display a drop-down list of marketing types. Then check which types you want to print.
    To print only customers with no marketing information specified in the Customer Detail Information window, first check the Marketing Criteria Selection option so that a check mark appears, then check Customers with No Marketing Criteria.
  9. Select how you want to sort the report: by Sort Name (customer name), Amount, or Last Purchase Date.
  10. Click Finish.
  11. To print your report from Excel, on the File menu, click Print.
  12. If you want to save the report from Excel, on the File menu, click Save.

Sales by Referral Code Report Window

The Sales by Referral Code Report window allows you to configure settings for the Sale by Referral Code report. When you have finished configuring settings, click Finish to generate the report. It will open in Microsoft Excel.

The Sales by Referral Code Report window contains the following settings:

Setting Description
Select Store From this list, select the store for the report. If you have multiple stores, you can select All Stores.
Date Range Select the sales start and end dates for the report.
Report Types Select whether you are generating the Detail or Summary report.
Marketing Criteria Selection If you select this option, you can filter the report so it includes customers with specific marketing criteria or no marketing criteria. If you select Customers with Marketing Criteria, you can select the marketing categories to include.
Sort Option You can select to sort the report by Sort Name, the Last Purchase Date, or by Amount.

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