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Sales

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Sales is the act of selling something; the exchange of goods, services, or property for money. Use this topic to talk about sales cycles & funnels and sales strategy. Please do not use this topic for Marketing.

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Hi I'm trying to summarize the aging of debtors , now below are important fields which i'm using:

- CDate  ( Represent the invoice post date)
- Date () ( Represent the cut off date)
- Debit ( Invoice value or receipts reversal)
- Credit (Receipts & sales returns)

Below is the code I'm using in the Expression builder of the report, by the way I have controls on the page footer as follow:

- 30 Days  60 days  90 days 120 days

Code:    IIF(DateDiff( Cdate,Date()) Between 1 and 30,Sum(([Debit]-[Credit])),Null)

but it is giving me an error ,where I'm going wrong ? this is a sure way of ageing a customer statement without disturbing the detailed report.

Regards

Chris
0
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Meet the Family that is Made for Collaboration

The TeamConnect Family product group as part of the Sennheiser for Business Portfolio comprising high-quality, technically well-conceived meeting solutions for business communication – designed for any meeting room and any meeting situation.

It seams like again , there is no way out here for adding the macro that run the forms & reports , what I'm trying to say is like below:

If I create a macro that open the sales order form and I call it " RunMyMacro" , then in XML it will look like below:

<button id="RunMyMacro" label="Run My Macro" onAction="MyMacro"/>

Now my question is suppose I have 100 forms in my application , then it means again that all those form must have macros like above if they are to be opened, for example:

(1) We use forms to open parameter queries  and
(2) Data capturing

Unless I'm missing the point here , is there way out to simply use one line command to open forms???????????


Regards

Chris
0
I am working with a small group of sales people and we'd like to divide commissions in thirds for each of us. But I see this would mean we'd need some corporate entity to manage this. But that is not the reason for my question on EE.

What systems exist for dividing commissions? I see this as a potentially complex process to manage.

Are there systems that can be licensed or used online to manage this for me?

I use a Mac, so any non-web app would require Mac support.

Thanks
0
Account receivable statement

I have the three tables below as part of sales invoicing:
TblCustomer invoice
Pk ID
Cbo Customer ID (FK)
Cbo Receipts ID (FK) (Used for referencing advance payments)
Salesman (FK) (Used for commission accounting)
Ship Date
Tbl (Line details (Sub table to tbl customer)

TblReceipts
Pk ID
Cbo Customer ID (FK)
Cbo Invoice Number
Receipts Dates

To match the payments I will pull the correct invoice through the Cbo Invoice Number in receipt table
Now before using the cross tab query to create the aged analysis I want the invoices to netted off with payments at either union query level or at select query or is there a better way to create an aged analysis, for sure four tables are required.
(a)      Customer table
(b)      Customer invoice/Line details tables
(c)      Receipts table

Any idea here will be highly appreciated.

Challenges
(1)      One invoice can be paid by 4 receipts or more (How do we allocate to the invoice concerned????)

Regards

Chris
0
I am trying to organize a direct selling team, and hope to track down some tried and true selling techniques. But, in today's world, these must involve a discussion of cold calling, texting, using warm-leads, emailing, using Desktop Sharing, etc. (The CRM we use may be Pipeline)

I presume this is a space (Sales Training) that's cluttered with experts, so I hope to learn which ones should be used first and foremost on our list.

Suggestions?

Thanks
0
Hi there! I'm trying to work on a pricing project and how much a product will lift in sales based off a certain % off. Right now, as you'll see attached, I have an item, and a price, plus an ideal % off. I need to round that % down and look to an uplift table what the lift to sales would be. Does anyone know how to do this?

Let me know if you have any questions! Thank you!!!!
Excel-Help.xlsx
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We want to disable some standard components from Dynamics 365 for Sales including Leads, Quotes and Products.

How should we remove these buttons from the ribbon menu to stop users from accessing them?

Best Regards

Andrew
0
What is the best way for emailing to large group of people and also free (if possible).
0
For control purpose I was thinking that, if  a sales tax invoice is approved in the application then it should never be reprinted again the same way we do not allow the approved sales invoice not to be deleted. I know we can still delete unapproved invoice but once approved it is locked , now I want to do the same with reprinting:

(1) I'm thinking of designing a VBA code like below:

Dim Cancel as Interger
IF " approved" = Dlookup(" Status", " tblCustomerInvoices"," [InvoiceID] = " &Me.CboInvoiceID) Then
MsgBox " Please note that approved invoices cannot be reprinted"
Cancel = True
Exit Sub
End If

Can the above code stop the printing  or are there better ways of doing it , any suggestion is very welcome

I have not yet tried the code, I can clearly state here that the code is my own thinking in term of financial internal controls

By the way assuming it is okay which event should I place it on a form used to print the invoices

Regards

Chris
0
Hi,

i want to put in a variable th sum of sales.
example:

var myvariable =
EVALUATE
SUMMARIZE('Internet Sales'
,"Internet Sales",'Internet Sales'[Internet Total Sales])

i am just getting error from SQL server management studio.
Thanks for your help
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Enhanced Intelligibility Without Cable Clutter

Challenge: The ESA office in Brussels wanted a reliable audio conference system for video conferences. Their requirement - No participant must be left out from the conference and the audio quality must not be compromised.

Hello - we have a handful of new excel spreadsheets that were created for our company by another consultant company to be used by our sales force to use for running pricing scenarios and finding sales volume figures.  the spreadsheets are very large - about 10MB.  When a user is local to the domain network here and they open one of these spreadsheets, they work fine.  But when a user who is remote to the network opens one of these spreadsheets on their laptop, everything becomes very slow, until they close the spreadsheet.  Is this an AD / VPN thing?  or what?

Thanks,
Damian
0
Where do I find a list of email addresses that are:

- current
- opt-in
- American citizens
- with a certain political orientation

Suggestions?
0
Lenovo Laptop

Intel i7 3630QM processor
Nvidia Geforce GT 650M graphics card
8gb ram
128GB solid state drive
I have a 1TB drive as well but the SSD is ALOT faster
Red LED backlit keyboard
Windows 10
DVD/cd drive

$280 sold locally.
0
The COO of AEON Co. Ltd would like to know each store’s percentage of sales from the total sales of all 12 AEON stores in Malaysia. Write the pseudocode and draw the flowchart for this program. Hint: Use array.

To check your understanding of this problem, answer these questions:
How many times the loop should be running?
→12
What will be entered by the user in the loop?
→ total sales of each store
List down all the values of the input (you can fake it but make sure the values are logic) that the user need to enter.

What will be accumulated in the loop?

From the fake values that you’ve entered, what is accumulated value?

From the accumulated value, what do you need to find?

How to find it? Where should this equation be used? In the loop or outside the loop?


Where to save it?
0
In a sales report I want to enter a date range from two DB fields used in a formula and then list two columns of results that list the results from the date range entered, as well as a comparison column of data from exactly one year previous. I'd like them to be listed side by side. Would I use a Subreport for the comparison data? And if so, how would I take the entered date range and have the Subreport use data from the previous year? I want only one prompt for a date range and have the report handle pulling data from the previous year for the comparison.

For example:

LEAD SOURCE CURRENT DATE RANGE:                                               LEAD SOURCE ONE YEAR AGO:
Lead Source: (formula 1)       Sales TTL: (formula 2)                          Lead Source: (formula 1)       Sales TTL: (formula 2)

I hope this is clear enough to follow, and thanks for the help!
0
Hello,

What Excel method(s) are most useful or valid for analyzing the relative sales success of a number of products?

That is a much less-specific question than I would like to be asking but suppose you have a sales report with the following information:

        Products: 200 SKU's
        Date Range: 3 years
        Number of Sales: 11,000+

...and containing the following data (file attached):

 2017-09-05c_EE.png
I had in mind creating a chart with the [# of items sold] as the vertical axis vs [time elapsed since product introduced] as the horizontal axis. However, that would be quite cluttered with 200 products so I'm interested in other approaches.

Thanks
Sales-report_2017-09-05_EE.xlsm
0
Dear all;

I would like to find out whether it is possible to join two related queries to come up with summary data before create a report , example:

Query 1
Has the following fields

ProductID  SalesDate  SalesMixValue

Query 2

ProductID SalesDate SalesMixvalue

The idea here is to find the cumulative movement in terms of SalesMixValue , the thing is that each customer is given a discount on daily basis $200.00 any unused discounts is carried forward on a daily basis for future use , hence the need to determine the sales value on cumulative basis by product ID and Sales Date:

The mechanism here is that Query 2 must be always behind by one day lets say instead of pulling the current data as on 24/08/2017 it should just pull as on 23/08/2017

Query 1 must always pull the current data that is as on 24/08/2017

Now what is required here is to subtract Query 2 (salesMixvalue)  from Query1 (salesMixvalue) so that the accurate sales value netted with discount is reported as daily sales value.

Kindly see how you can help, I have heard of net query but frankly I do not understand it .


Regards

Chris
0
I have the following query. The way it is written currently I have a column for each Customer. I was wondering if perhaps there is an easier way to write this. Basically so that I have two columns Customer and Net open Sales for 2017?

SELECT DISTINCT
        ( SELECT    SUM(price * total_qty)
          FROM      [KLL Open Orders - Header & Detail]
          WHERE     ( ( CUSTOMER IN ( 'AMA0010', 'AMA9010', 'AMA9011' )) )
                    AND ( (division = 'KLL') )
                    AND ( (end_date > = DATEADD(DD, -30, GETDATE())) )
                    AND ( ( ORD_STATUS = 'O' ) )
        ) AS Amazon2017 ,
        ( SELECT    SUM(price * total_qty)
          FROM      [KLL Open Orders - Header & Detail]
          WHERE     ( ( CUSTOMER IN ( 'BJS0010', 'BJS9010' )) )
                    AND ( (division = 'KLL') )
                    AND ( (end_date > = DATEADD(DD, -30, GETDATE())) )
                    AND ( ( ORD_STATUS = 'O' ) )
        ) AS BJ2017 ,
        ( SELECT    SUM(price * total_qty)
          FROM      [KLL Open Orders - Header & Detail]
          WHERE     ( ( CUSTOMER IN ( 'MOD0010', 'MOD9010' )) )
                    AND ( (division = 'KLL') )
                    AND ( (end_date > = DATEADD(DD, -30, GETDATE())) )
                    AND ( ( ORD_STATUS = 'O' ) )
        ) AS Burlington2017 ,
        ( SELECT    SUM(price * total_qty)
          FROM      [KLL Open Orders - Header & Detail]
          WHERE     ( ( CUSTOMER IN ( 'COS0010', 'COS0015', 

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0
I want to do this for a customer.

I know I can access their Google Account from my computer (I have the email & password), I don;t remember how to do that (or even access my own Google Account, I know I have one)

How do I do that?

Thanks
0
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Looking for a system which can reward sales people in a fair and transparent way such that easy for them to trace their own performance online and for us to reward, incentives, training, manage
0
I have one Facebook account and would like to talk with someone via chat who knows about how to properly configure Facebook, so that it can be used for professional, personal, as well as to sell products.

I currently have this page https://www.facebook.com/ted.penner.7 that is supposed to be my professional Facebook presence and people, even "friends" complain that they can't see anything at all.

1. I would like to be able to have a professional view as the default available at that URL to all the public.

2. I would also like to promote a video designed to sell a product from my website to a Facebook audience that cannot see any of my personal contacts such as so-called "friends" or "acquaintances".

Assistance is greatly appreciated.
0
Hi

In my WP blog, I'd like to give my users the opportunity to sell their associated art (their music)
Now that CD's don't exist, what are the opportunities here? mp3's, iPod?
How is music sold?
Do most people have the ability to acquire this music, in practicality?

Thanks
0
I am about to launch a WordPress/WooCommerce site but worry about around the clock support for my site since my developer's in India, Monday thru Friday.

That's about 25% of the week! That being said, I would expect the bulk of sales to be on Eastern Standard Time, 8AM to Midnight, which means his coverage percentage is higher that 25%.

Are there are support models you can think of which would be me paying some small retainer for a WP developer to be on call and getting notified if there is a hiccup or site outage? Then, if there is real work that's needed, I'd pay on an hourly basis?

Curious...

Do I need to be worried at all about the site have problems which could cause it to be unavailable to process further orders?

I am not worried there may be a one in a hundred error rate which I can resolve when the email comes in, but instead, having a site outage causing orders to stop.
0
Hi,
I have a line chart that I use to show sales information.  I use it all year, but would like to highlight (via background shading) each quarter of the year.  I have had no luck so far.  Any suggestions?
Dan
0
I have a youtube video with a pitch for a subscription service.

I plan to get some assistance in promoting the service and want to find a way to tie the link being passed around by each individual salesperson, back to that individual so that I know what commission to pay them if those viewers become customers.

Assistance in figuring out how to do this is greatly appreciated.
0

Sales

120

Solutions

264

Contributors

Sales is the act of selling something; the exchange of goods, services, or property for money. Use this topic to talk about sales cycles & funnels and sales strategy. Please do not use this topic for Marketing.