Sales Breakup
Reports
Now that we have setup our breakups and created a job the reports can now be split up by those categories setup, in any combination required NOTE! any jobs created before the setup of breakups will be set to "no breakup" so for an accurate report you ...
Edit the Breakups
From the main screen, select Settings - click on Setup Jobs and Clients. Select the break up Tab you want, Add or Delete the changes you require and then click OK
Create a Job - With breakups
We can now create a job and see how the breakups come into effect the setup is essentially the same if you do this from the Job Initiate screen or via the Appointment Scheduler Select your client ID as per usual and fill in the details as you want ...
Setup
PLEASE NOTE! If you enable the sales breakups then when you create a new job then you MUST have created the breakup options listed below, otherwise you will not be able to create new jobs To start from the CostManager main screen, click on Settings ...
Overview - Breakups - Splitting Sales by area, supervisor or any other method
Overview - Breakups - Splitting Sales by area, supervisor or any other method In CostManager we have a method of "breaking up" sales by category. Break ups are "Job related" not "Client related", meaning that each job can have it's own break up ...