How do I filter by Sales Rep in reports and lists?

Filtering by Sales Rep allows you to isolate and analyze customer or order activity associated with a specific representative. This is useful for performance reviews, territory management, and targeted reporting.

Note: All of the following are in ERP.

Filter by Sales Rep in the Sales Order & Invoice Lists

Navigate to Sales > Sales Order Management or Invoice Processing.

On the next list screen, use the instructions found in this guide to get to More Filters so you can search (or sort!) by Sales Rep.
Click Apply to refresh the grid view.

Note: These instructions also apply to Consignment S/Os and Invoices.

Filter by Sales Rep in Sales Order Inquiry

Navigate to Sales > S/O Inquiry.

Set your date range.
Go to the Sales Rep tab.
Search by Sales Rep and click Apply.

You will see all order data for that rep during your requested date range. Clicking Apply without selecting a sales rep will return a list with one row per rep. You can also select more than one rep at a time when performing your search.

Tip: While the Sales Order Item Inquiry (similar to this inquiry but more detailed) doesn't have a Sales Rep tab, you can still search by sales rep in More Filters.

Filter by Sales Rep in Invoice Inquiry

Navigate to Accounts Receivable > Invoice Inquiry.

Set your date range.
Go to the Sales Rep tab.
Click More Filter and search by Sales Rep.
Click Apply.

Note: There is no Sales Rep option in the Search by dropdown. You will have to use More Filters.

You will see all sales data for that rep during your requested date range. Clicking Apply without selecting a sales rep will return a list with one row per rep. You can also select more than one rep at a time when performing your search.

You also have the option of selecting the State and Sales Rep tab to see sales history by state and by sales rep.

Tip: While the Invoice Item Inquiry (similar to this inquiry but more detailed) doesn't have a Sales Rep tab, you can still search by sales rep in More Filters.

Filter by Sales Rep in the Customer List

Coming soon!