Tracking Offers and Orders by Salesperson

This guide explains how to bypass the lack of a seller filter in Netvisor reports by creating cost 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. Creating cost objects for seller-specific tracking

You can open the view by selecting Financial Management > Settings > Cost object management.

• Create a new cost calculation header "Sellers".
• Add each company seller under this header as its own cost object.

2. Marking the seller on offers and orders

The seller marks themselves on offers and orders as a cost object so that seller-specific tracking is possible.

1. Make sure that in the sales basic information, "Default cost objects for Sales invoices - Line item specific:" is selected.
2. When the seller creates a new offer or order, mark them in the invoice Seller field.
3. Also mark the same seller in the line section as a cost object for each product row.

3. Reporting offers by seller

You can open offer reporting by selecting Sales > Offers > Offer list.

1. Click the Extended search function.
2. Select the desired seller from the cost object hierarchy field.
3. Review the list that shows all offers where this seller is found as a cost object.
4. Save the report and give it a desired name so that the same search criterion is directly available from the offer list in the future.

4. Reporting orders by seller

You can open order reporting by selecting Sales > Orders > Order list.

1. Click the Extended search function.
2. Search for the desired seller as a cost object via the extended search.
3. Review the list that shows all orders where this seller is found as a cost object.

Frequently asked questions

Question: How can I track offers and orders by seller when the seller filter is missing from Netvisor reports?

Answer: In cost object management, create a new cost calculation header "Sellers", add all sellers under it, and mark the sellers on offers and orders as cost objects. After this, retrieve the reports from the offer and order lists using the cost object hierarchy.

Question: Where in the system do I create sellers as cost objects?

Answer: Create the header "Sellers" and add the sellers under it by selecting Financial Management > Settings > Cost object management.

Question: Why does the seller need to be marked on every product row?

Answer: The seller is marked on every product row so that seller-specific tracking works via cost objects and the reports show all rows related to the seller.

Question: How do I display only the offers made by a specific seller?

Answer: Open Sales > Offers > Offer list, use the extended search, and select the desired seller from the cost object hierarchy. The view shows all offers where this seller is a cost object.

Question: How do I report orders by seller?

Answer: Open Sales > Orders > Order list, use the extended search, and search for the desired seller as a cost object. The view shows all orders where this seller is a cost object.

Keywords: Seller-specific tracking, cost objects, offer list, order list, order tracking

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