secured queries training manual for sales …ccs.congoleum.com/upload/swqtrainingmanual.pdf ·...

REPRESENTATIVES

SALES

FOR

TRAINING MANUAL

SECURED QUERIES

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Crespo (3681) with any questions. Please call Tim Rassi (3662), Sandy Mancino (3667), or Barb Put in your initials and password.

Go into sam.congoleum.com - This screen will appear.

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On the left side of the page double click on Sales Administration.

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Double click on Secured Sales Admin Queries:

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The menu appears:

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REPORTS:

YEAR

ONE

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Continue on to the next page for printing options.

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Note: These printing technique will work will all reports. For report printing choose: (E)mail Query Results

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1 Try (P)DF Format as continued on next page: st

This screen will appear:

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Inbox. The screen will send a report to you to be reviewed in your email

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View the report by clicking on the icon.

Chick on the email and then on the acrobat reader icon: Go to your Inbox and choose report from HTTP Server:

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You can print this report by clicking on the printer icon.

This report will appear:

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Click on the Excel icon. You can choose to save to file or to view.

The screen will appear as above. Next try a report in the E(x)cel Format.

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other Excel file. The Excel spreadsheet will appear and you can work with it as any

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REPORTS

YEAR

TWO

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23

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REPORTS

YEAR

THREE

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REPORTS

BOPP

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(2) Pick State (1) Pick time period

Run a report by State and Product.

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appears: When you select the option Select Products the following screen

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When picking the product or products check off the box to the left.

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When finished selection of products --select done.

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Selected Products. The product or products will appear in the block to the right of

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Check the parameters you have chosen.

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(2) Pick State under the category County (1) Pick dates Run a report of all counties within a state.

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A list of counties will appear:

Then press Click Here for List of Counties:

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Under Run Report By : Pick Summary

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Check the parameters you have chosen.

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