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Sales Order report

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Sales Order report

Use this report to view all sales orders that match the criteria you choose, including date range, writer, order type, ship via, and salesman. You can add specific detail based on the header or detail (products orders). You can then save this criteria so you can re-run this specific sales order report. You may create and save as many variations as you want.

  1. Go to Sales > Order > Sales Order Report.

  2. Click New.
    1. Make sure the Report tab is selected.
    2. To report on a specific Branch, click and choose one.
    3. To focus the results on a specific customer, type the Customer name. Otherwise, the report will return results on all customers.
    4. Select the range of dates on which you want to report from the Starting Period and the Ending Period calendars.
    5. From Based On, choose whether you want to based the date range on the Order date or the Ship Date.
    6. Choose a Summary or Detail Report. Detail will display information on a product level. If you choose Detail, a Detail Criteria tab appears enabling you to further narrow your criteria.
    7. Choose how you want to display the results from the Sort by List.
    8. You can now add specific criteria for Writer, Salesman, Ship Via, and/or Order Type. For example, to return results for a specific salesman,
      1. Click Add Salesman.

      2. In the new row that appears, click and choose the name of the salesman whose orders you want to review.
      3. Continue for as many salesman as you want to include.

        Note that in this example, you kept the default Equal To. You could instead return all salesman except one by choosing Not Equal To. For example, Not Equal To the House account returns results on all individual salesman.

    1. Select the check boxes beside the Order Status you want to include. You can also choose to exclude specific statuses by choosing the operator Not equal to.
    2. You may choose the Writer, Salesman, Ship Via, and Order type here as well.
    3. In the Display Columns list, select the check boxes beside the data that you want to include in the report. You must select at least one column.

    1. Select the check boxes beside the Line Item Detail Options that you want to include. You can also choose to exclude specific statuses by choosing the operator Not equal to.
    2. You may choose to filter by the Product Line, Price Group, Vendor, and Buy Line here as well.
    3. In the Display Columns list, select the check boxes beside the data that you want to include in the report. You must select at least one column.
  6. Click Save As, and then type the name of the report you create, and then click OK.

  7. Click Run.
  8. On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.

Tips
- To edit a Sales Order Report, in the Report box, click and choose the report you want to change. Click Edit, make changes, and then save or run the report.
- To delete a Sales Order Report, edit the report as described above, and then click Delete. On the confirmation message that appears, click OK.

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