In both reports (Purchases Report and Fulfillment Report), you’ll find filters to select the person you want to track: Purchase Rep or Sales Rep.
These two reports show your employees' performance based on the orders they’ve handled.
How to generate a Purchase Report and Fulfillment Report?
Step 1:
Click on the drop-down list of Reports, you will see the Purchases Report and Fulfillment Report.
Step 2: Set filters and choose the Reps
Select the purchase rep or sales rep whose performance you want to track. You can also choose multiple reps.
Step 3:
Click the PDF or Excel icon to download the file.
Click 'View' to preview or 'Reset' to clear the filters.
For more advanced needs, use the Fulfillment Advanced Report.
It links suppliers and customers within an order, making it ideal for tracking the full dropship process and back-to-back ordering.
