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Debtor Control Staff and Reporting

Striven HELP

Debtor Control Staff and Reporting

Owned by Richard Brunner, created
Feb 19, 2024
2 min read

This should allow you to assign debtors to a staff member which should then allow you to track each staff’s sales for their allocated debtors.

Assign a Control Staff to a Debtor

1

  • Striven Main Menu > Debtors > Entry >Enter Debtors

  • Search for a Debtor you would like to assign a Control Staff to.

  • Select your Control Staff that you would like to assign to that debtor

  • F9 - Save to apply

image-20240218-233127.png
Control Staff field in Debtor Entry

Reporting

1

Striven Main Menu

> Management

> Sales Summaries

> Daily

> Print Daily Debtor Sales Summary

image-20240218-235507.png
2

To show the summarized sales by staff, you can use the following options on the report:

1st Grouping = by Debtor Staff Code

F9 - Run

image-20240218-235910.png
3

 

image-20240219-000247.png

 

4

To add the list of debtors underneath the staff, change the following:

2nd Grouping = by Debtor

F9 - Run

image-20240219-000506.png

 

5

 

image-20240219-000518.png

 

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