Exclude Sale of non-sale Items Such as Shipping Fees
Reference Number: AA-00664 Views: 537 Created: 2017-05-02 11:14 Last Updated: 2017-05-02 11:15 0 Rating/ Voters

Is there any way to exclude sale of non-sale items such as shipping fees from the total sale of each sales person in the day-end sales summary report ? 



If your shipping is taxable, which unfortunately makes it sales. Traditionally shipping would not be taxable and you could make the category Non-Sales and thereby eliminating it from most reports.

Another alternative is to use the "Exclude from Sales Commissions" option in the category record. This will prevent sales from this category to be included on the "Sales by Sales Rep" report which is part of the Sales Summary report.


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