Applies to: RollMaster (RM) Core
Use this article as a reference for the Salesperson Job Listing module, including an overview of the combined Salesperson and Open Job Listing reports, detailing deposit tracking summaries, system-wide total accumulations, and clean multi-line layouts
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 1 > Salesperson Job Listing
For other Sales Processing programs, refer to the Sales Processing module documentation.
This module holds a combination of two reports: Salesperson Job Listing and Open Job Listing. The Salesperson Job Listing gives you multiple ways of looking at job data by Salesperson. The Open Job Listing lists all open Jobs according to any sort parameters you select, and will display any Deposits taken on those Jobs. At the end of the report, you will see a total number of open Jobs, a total value of Deposits on all open Jobs, and the total value of all the open Jobs previously listed. Each Job will only take up a couple of lines on the report and you will only see basic information; it does not include data on the various lines or Job type info. When you enter this report module, the screen will appear as follows:
The settings in the screen above are the default settings for the Salesperson Listing option. If you click on the Open Job option, some of the fields will grey out as they don’t apply to that report. Both reports can be exported to Excel. The default settings for all of the available sort options are “ALL,” which means that if you click the Print option without using any of the sort options, you will see all available data. However, if you would like to customize this report, you can access one or more of these options and set specific sort criteria. There are additional questions at the bottom to further customize the data on the report. The first option, Include Closed Jobs, is checked by default, so to exclude any closed Jobs, you will need to uncheck that option. The next option, Sort and Total by Job Type is also checked by default. If you do not wish to see the report sorted by Job Type then uncheck that option. The remaining two options, Only Print Jobs With Fully Costed Material and Only Print Jobs With Material Lines With Blank Status’s, are unchecked by default. These options can be used to help identify Jobs that need to be Invoiced or Installed, and then Jobs that need material ordered or assigned.