Rep Advantage™
  Software for Sales Reps
   
 

   
 

Easy!

Rep Advantage™ reports are easy to use.  The software prompts you with a few simple questions based on the report you have chosen.  Enter the criteria (typically customer name, and/or vendor name, and/or a date range) and click OK.  It's that easy.  View your report on screen to see the information you need, or send it to the printer. 


 

Complete List of Included Reports  

Commissions

  • Commissions Received                                                                                                  back to top
    • Detailed Reports
      • Single Check Application
      • Entire Firm
      • One Vendor
    • Summary Reports
      • Entire Firm
      • One Vendor
  • Commissions Earned
    • Detailed Reports
      • Entire Firm
      • One Customer
      • One Vendor
      • Individual Sales Rep
    • Summary Reports
      • Entire Firm
      • One Customer
      • One Vendor
      • Individual Sales Rep
  • Earned and Unpaid - Summary and Detail
  • Anticipated on Open (Unshipped) Order

 

Deals Reports:  Terms for Each Customer/Vendor Relationship

  • One Customer
  • One Vendor
  • One Customer, One Vendor
  • Deal List for Entire Firm - showing Customer, Vendor, and commission rate                back to top

Order Status Reports

  • Detailed Order Status - showing open and shipped orders for a particular time for a particular sales rep.

Open Order Reports

  • Open Order Reports -
    • One Customer
      • By Item, with detail
      • By Item, Summary
      • By PO
    • One Vendor
      • by Customer, by PO
      • By Customer, detailed by Item
      • By Customer, Summary by Item
      • By Product, detailed by PO
    • All Customers
      • By Item, detailed by PO
      • By Customer, by Vendor, detailed by PO
      • By Vendor, by Customer, by PO
      • Summary
  • Release Schedules with On Order Quantity - ("Open Total" reports)  These reports show all products releasing during the specified time frame, and the total on-order quantity for each item.
    • One Customer, All Vendors
    • One Customer, One Vendor                back to top

Shipping Reports

Shipping reports always include deductions (advertising, returns, allowances, etc.) taken during the time period to accurately reflect net commissionable sales.

  • One Sales Rep
    • Summary by Vendor
    • PO detail
    • Summary by Item
  • All Customers
    • PO detail
    • Summary by Item
    • Summary by Vendor
  • Entire Firm, By Sales Rep
    • All Customers, Summary by Vendor
    • All Customers, with PO Detail
    • All Customers, Summary by Item
  • One Customer
    • All Vendors, Summary by Item
    • By Vendor with PO Detail
    • Summary, Dollars by Vendor
  • One Vendor
    • By Customer, with PO Detail
    • Summary by Account
    • By Customer, Total by Item
  • Single Purchase Order                back to top

Expenses

  • By Category
    • By Customer - expenses can be assigned to each customer to determine cost to service
  • Summary by Customer

Forecasts

  • Launch forecasts (initial shipments of new products)
    • One Customer
    • One Vendor
    • One Customer, One Vendor
    • One Sales Rep
      • By Customer
      • By Vendor
  • Easy export to Excel for ongoing monthly forecasting.

Credits

  • Advertising
    • Ad Report
      • Entire firm
      • One Customer
      • One Vendor
      • One Customer, One Vendor
    • Vendor Ad Authorization Request                back to top
       
  • Markdowns
    • One Customer
      • One Vendor, by Date
      • One Vendor, by Product
      • All Vendors, by Date
      • All Vendors, by Product
    • One Vendor
    • All Customers
      • by Date
      • by Product
    • Markdown Agreement Authorization Form - document the markdown agreement between the customer and the vendor. 
       
  • Other Credits (Returns, compliance chargebacks, etc.)
    • Entire Firm
    • One Customer, One Vendor
    • One Customer, All Vendors
    • One Vendor, All Customers                back to top

Product Release Schedules/Price Lists

Maintain your various vendors' data in and easily send out release schedules, change notices, etc.  You not only track WHAT changed, but WHEN it changed, so for each product you have  a record of product delays, UPC code changes, etc.  Rep Advantage™lets you control up to 3 levels of categorization of your items, allowing you to print reports organized the way you want.  You can record special pricing for any customer, and that pricing will show up only on that customer's reports. 

  • One Customer
    • All Vendors, with Category and Subcategory
    • All Vendors, with Special Costs
    • All Vendors, without Special Costs
    • All Vendors, by Category, by Vendor
  • One Vendor - by product release date
  • All Products sold by the Firm
    • With Product Descriptions
    • Without Product Descriptions
  • Product List Changes - eg, "changes received last week."
    • One Customer, all product categories
    • One Customer, one product category                back to top

Sales Journal

  • One of the most powerful tracking features of the program, Sales Notes serves as a sales diary, letting you track daily conversations, messages left, follow-up tasks, etc.  Allows others in the firm to step in and help out in your absence.  The Sales Notes report is a handy summary to print out before a sales meeting, with all of your notes conveniently in one place.                back to top

  

Included Reports

 
 
       

©2006 Rep Advantage™