This report is a clone of the Extra Revenue Report that appears on the same menu. Please see that chapter first, for a basic understanding of this "family" of reports. This present chapter will only cover those features of the Employee Sales Report that differ from the Extra Revenue Report. The differences between the two reports are as follows:
WARNING: Do not attempt to cross check this report against the Extra Revenue Reports or the Employee Performance Report.
Before running this report:
Before running the Employee Sales Report, review the settings in Edit Incentive Control Record. That record controls how the following things are handled:
Types of Revenue That are NOT Reported on the Extra Revenue Report
Page 1: Auto-apply Opt
Page 2: Decline Coverages
Page 2: Option Set
A setting in the Edit Incentive Control Record controls how options from privilege codes are treated.
Customer Option Set: Customer records can reference an Option Set causing the options to be added to RAs for that customer. A setting in the Edit Incentive Control Record controls how customer option sets treated.
Coverage preference flags in the Customer Record: A field in the Edit Misc Control Fields record controls whether the 4 coverage preference fields in the customer record should be automatically set according to the coverages taken (or not taken) when the customer rents for the first time. If the system is configured to set the flags, it impacts how data is reported on the Extra Revenue Report. A setting in the Edit Incentive Control Record controls how options from the coverage preference flags are treated.
User tip - Clean up the selection of options: Use the
"Expire Date" field on page 2 of the Edit Optional Items program to
indicate when options are no longer active and should not appear as
choices on this report. If the date range for the report is later than
the expiration date entered, the Option will not be listed as a choice.
To access the Employee Sales Report, type EMPSALES (RET) at any
menu "OPTION:" field or the appropriate line number on the Manager's Sales Reports Sub-menu of the Daily Procedures menu. The screen will then display:
| OPTION: __ EMPLOYEE SALES REPORT 1 Start Date 08-17-10 7 Sort Order L (L=Loc/empl, E=Empl) 2 End Date 08-17-10 8 Detail/Summary S 3 Location TUS 9 Print/Display P Printer: /dev/tty 4 Excl. Source Code (Blank=None) 5 Employee ALL 6 Empl Type 1 (1=Sale, 2=Open) Select (with an 'X') up to 4 items to be reported X Upgrades YIELD CHRG1 LSFEE X All L Types AGE24 CHRG2 LSRCH X All C Types APTAX CVG2 OIL X All O Types BSEAT CVG3 PST Non-auto Opts LDW1 CVG4 RACK Prepaid Fuel LDW2 DETL SRCHG All Opts LDW3 DMG SRVC All Cvgs LDW4 DRIVR UPGRD Walk up LDW5 GARS UPPER Walk Rt CHAF GST UPSL 1BEGIN 2+39 3ERASE 4-39 5BACKUP 6 7HELP 8 |
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1. START DATE |
The date range entered in Fields 1 and 2 selects records by the RA's open date. Using your selected date format, enter the starting date of the period you wish to examine. Press RET to default to the current date. EXAMPLE: Type 040108 (RET) |
| 2. END DATE |
Using your selected date format, enter the ending date. Press RET to default to today's date. EXAMPLE: Type 041508 (RET) |
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3. LOCATION |
Enter up to 6 alphanumeric characters to indicate the Customers Pick-Up Location.
Note: Your user access may be limited as to the locations for which you can run this report. If your access is restricted and you attempt to enter a location or location group which is outside your allowed parameters, the following message will be displayed at the bottom of the screen and your selection will be ignored: EXAMPLE: Type TUS (RET) |
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4. EXCLUDE SOURCE CODE |
If transactions which have a particular Source Code are to be excluded
from the report, enter that Source Code here. Otherwise, leave this
field blank. |
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5. EMPLOYEE |
Enter up to 6 alphanumeric characters to select a single employee code. Press RET to default to ALL employees. |
| 6. EMPL TYPE |
Enter: 1 = Select by the employee who sold the items.
User tip: If "1" is selected in this field (select by employee who SOLD
the items), be aware that some RAs may be counted more than once. For
example, assume that rental agent Mary opened a RA and sold LDW. Then
the next day, the renter came in while John was on duty and he added
the additional Uninsured Motorist coverage. Since both Mary and John
sold items on the same RA, it will be listed under both employee codes. |
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7. SORT ORDER |
Enter 1 alpha character to select the sort order. L = Revenue sorted first by location and then by employee.
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| 8. DETAIL/ SUMMARY |
Enter:S = Summary Report. In this mode totals for each employee will be shown along with calculations based on the totals. Individual RAs are not listed. D = Detailed Report. In addition to the totals shown in the Summary version, single line of data will print for every RA during the time span requested that was used to create the summary data. All Ras will be listed - whether or not it had any extra revenue. And as stated earlier, depending on how Fields 6 and 10 are set-up, a single RA may appear under more than one employee. EXAMPLE: Type S (RET) Note: When detailed format is chosen, a "Y" in the option column indicates that the sale of that item was possible on that RA. |
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9. PRINT/ |
Enter: P = Print a hard copy of this report on your terminal's assigned printer. See the Edit Terminal Records Chapter for instructions on how to assign printers. EXAMPLE: Type P (RET) |
The remaining fields on the screen are used to select
which items will be included on the report. A maximum of 4 items can be
selected by placing a capital "X" in front of the choice. The possible
choices are listed on the screen. Although each choice on the screen is not numbered, each one is a separate data entry field and can be
accessed by pressing the RET key the appropriate number of times.
Choices include the following:
Upgrades - Upgrades as defined by the system are only possible on RAs that have an associated reservation. To qualify as an upgrade, both the class of the vehicle rented and the rental rate must be different than what was originally reserved. As a result, a forced upgrade (reserved rate is unchanged) does not qualify as an upgrade for this report. Upgrades made through the U Subwindow or through the Shift/F5 Option window are not included in this category but can be selected via their Option Code.
ALL L TYPES - This choice combines all "L" (LDW) type options into a single column such as LDW and CDW.
ALL C TYPES - This choice combines all "C" (coverage) type options into a single column such as PAI, PEC, and LIS.
ALL O TYPES - This choice combines all "O" (option) type options into a single column such as underage fee, additional driver fee, child seats, luggage racks, concession fee (if not defined as a "T" tax type option).
NON-AUTO OPTS - This choice combines all rental options that are not automatically applied to a rental. That means that options such as the Under Age Driver surcharge (AGEnn) and Additional Driver charge (DRIVR) are not included. Therefore, these are the items that the rental agents actually sold.
PREPAID FUEL - This is the Prepaid Fuel option that is offered on the RA Open screen. (both full tank or half tank). Note that the revenue reported is based on the amount of fuel left in the tank at Close; not on the selling price of a full (or half) tank of fuel.
Note: By default, these first 4 choices are pre-selected for the
report. In order to select any of the choices listed below, you must
first remove the "X" in front of one or more of the pre-selected choices by using the F3 "Erase" key and then place an "X" in front of your
alternate selection.
The additional choices are:
ALL OPTS - This choice includes all Optional Charges (both automatically applied and manual entries) with the exception of "T" (tax) type options which are excluded.
ALL CVGS - This item combines all coverages (types "L" and "C") into a single column.
WALK-UP - This choice shows only those RAs that are not linked to a reservation.
WALK RT - Those RAs that were walk up RAs and used the location's default walk-up rate. (Can be used by the incentive logic under the code WLKRT.)
YIELD - This choice displays when a field in the Edit Misc Control Fields record is set to allow for upsells on walk up rentals when yield managed rates are used. Based on utilization, the system selects which level of the yield managed rate should be in effect. If the rental agent upsells to a higher level, the difference in revenue is tracked and reported here under "YIELD". If selected, the number of walk up RAs using a yield managed rate are shown as the number of "possible" RAs. The number sold reflects which of the possible RAs had a yield managed rate level in effect that was greater than the level the system selected. Revenue is the difference in Time revenue bewteen the 2 levels.
OPTIONS - In addition to the above choices, the screen will also display up to 30 individual Option Codes that you have defined through the Edit Optional Charge Codes program. Each of these may individually be selected for reporting. Remember the CODES are what appear on this screen - not the short descriptions. (It is the short description that appears in the Shift/F5 Option Window as well as [usually] on the printed RA.) If there are more than 30 option codes set up in your system, use the "F2" key from the main "OPTION" field to scroll to the next 39 options. Use the "F4" key to scroll back.
FUEL - Those RAs with “C” in the prepaid fuel field (indicating a fuel card) are not counted as possible sales.User tip - Clean up the selection of options: Use the "Expire Date" field on page 2 of the Edit Optional Items program to indicate when options are no longer active and should not appear as choices on this report. If the date range for the report is later than the expiration date entered, the Option will not be listed as a choice.
The screen will then display:
| OPTION: __ EMPLOYEE SALES REPORT 1 Start Date 08-17-10 7 Sort Order L (L=Loc/empl, E=Empl) 2 End Date 08-17-10 8 Detail/Summary S 3 Location TUS 9 Print/Display P Printer: /dev/tty 4 Excl. Source Code (Blank=None) 5 Employee ALL 6 Empl Type 1 (1=Sale, 2=Open) Select (with an 'X') up to 4 items to be reported X Upgrades YIELD CHRG1 LSFEE X All L Types AGE24 CHRG2 LSRCH All C Types APTAX X CVG2 OIL All O Types BSEAT CVG3 PST Non-auto Opts LDW1 CVG4 RACK X Prepaid Fuel LDW2 DETL SRCHG All Opts LDW3 DMG SRVC All Cvgs LDW4 DRIVR UPGRD Walk up LDW5 GARS UPPER Walk Rt CHAF GST UPSL 1BEGIN 2+39 3ERASE 4-39 5BACKUP 6 7HELP 8 |
| EMPL /(LOC) | Employee code and location code at which these RAs were opened. If an employee worked at more than one location, he will be listed multiple times on the report. |
| XTRA$ | Total of all revenue from the 4 items selected. |
| PER DAY | Total extra revenue from the previous column divided by the total chargeable days of employee's RAs. |
| #RAs | The total number of RAs includes the following: · RAs opened by this employee which closed between the dates requested · RAs opened by this employee during an earlier period which had the charge for this item either removed or edited during this reporting period · RAs that closed during the period requested on which this employee sold an item on the corresponding reservation (if Field 6 has the value “Y”) · RAs opened by another employee on which this employee added (sold) this item on the contract (if field 10 has the value “1”). |
| % of Tot | This field expresses the number of RAs for this employee as a percent of the total number of RAs reported. |
| T&M | Total discounted T&M revenue generated by this employee. |
| GROSS | Total gross revenue generated by this employee. "Gross" is defined as
all charges less: fuel (both prepaid and fuel charged at close), drop
charge, and taxes. ("Taxes" are both Sales Tax plus all options that
have been flagged to be "reported as taxes.") |
| #RAS | Number of RAs for this employee with LDW. |
| REV | Total LDW revenue generated by this employee. |
| % of Own | Percent of this employee's RAs that had LDW. This is the percent of penetration. For example, if ten of employee A's RAs closed within the reporting period and LDW was sold on 5 of those, the report will list a 50% penetration. Note that these figures may vary depending on if inclusive rates are excluded or included. Unique to Hertz users and others that use the corporate contract and privilege code logic, LDW can also be flagged as inclusive by virtue of a CDPID#. If field 8 on this report is answered "Y", rentals of that sort are also not included in the penetration calculation. |
| # Poss | Number of RAs on which LDW could be sold. This calculation is affected by Fields 7 and 8. a. If Field 8 is answered with "N", then all RAs opened by this employee are viewed as being possible targets for LDW sales. b. If Field 8 is answered with "Y", then only those RAs on which LDW could have been sold will be counted (those with LDW inclusive rates are excluded). c. If Field 7 is answered with "Y", then those RAs that were opened by this agent but which were based on reservations which had the coverages sold by the reservation agent will not be viewed as possible target for LDW sales by the opening agent. |
| RAs | Number of upgrades. Remember, the system only considers a RA as an upgrade if BOTH the vehicle class and the rate have been changed. |
| REV # | Total of the additional revenue earned due to the upgrades. This is determined by recalculating the total T&M charges of each upgraded RA with the original reserved rates. This recalculated T&M is then subtracted from the actual T&M revenue to arrive at the upgrade revenue. |
| #POSS | Number of employee's RAs opened from reservations. These represent the number of possible opportunities to sell upgrades. |
| %OF POSS | Percent of employee's possible upgrades which were sold. |
| #RAs | Number of RAs for this employee with the selected option. |
| REV | Total revenue generated by this employee for the selected option. |
| % of Own | Percent of this employee's RAs that had the selected option. This is the percent of penetration. |
| % of Total | This field expresses in percent form for the selected option the number
of RAs opened by this employee as compared to the total number of RAs
reported with the selected option. |
10 gallons X $1.00 = $10.00 Pre-Paid Fuel charge.
$10.00 Pre-Paid Fuel charge X .25 = $2.50 additional revenueThis report contains a calculation of rental length called "DBR Days" (or just "Days"). One of two possible formulas are used in CARS+ to calculate this figure. To chose the formula to be used in this as well as over fifty other CARS+ reports, go to Page 5, Field 3 of Edit Miscellaneous Control Fields.