This guide instructs how to bypass the lack of a seller filter in Netvisor reports by creating accounting objects and how you can then track offers and orders by seller.
Currently, it is not possible to report offers and orders by seller in Netvisor reports, meaning the seller filter is missing from the report parameters. However, this can be bypassed/resolved in the following way:
1. Create a new accounting object header "Sellers" and add each company seller under it. This can be done by selecting from the menu Financial Management > Settings > Manage Accounting Objects.
2. When a seller makes a new offer/order, they mark themselves in the invoice Seller field and also in the line item section for each product line. This requires that in the sales basic information, "Default Accounting Objects for Sales Invoices - Line Item Specific:" is selected.
3. Now we can report the offers made by the desired seller. Sales > Offers > Offer List
Press extended search here and select the desired seller from the accounting object hierarchy field. This will list all offers where this seller is found as an accounting object. The report can be saved and given a desired name, allowing this search criterion to be found directly from the offer list.
A similar report for orders can be obtained from Sales > Orders > Order List and search for the accounting object through the extended search.
Keywords: Seller-specific tracking, accounting objects, offer list, order list, order tracking
This article has been translated using an AI-based translation tool.
Did you find it helpful? Yes No
Send feedback