This report shows details of sale orders. This detailed view breaks down purchase orders by product, showing product quantity, product cost and total product cost per order. The output can be customised to show product details, order/invoice status and more.
Data from this report can be exported in Excel, PDF or RTF format.
|Time Period||Allows the user to select the time period from a list of options or set a custom date range.|
|Currency||Allows the user to select the currency to be used in the report.|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving a layout for potential future use.|
|Reset Layout||Resets the layout to the default layout or selected saved layout.|
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters.
The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.
|Product||Name of the product|
|Order #||Sale Order number|
|Order Date||Sale Order date|
|Invoice #||Sale Invoice number|
|Invoice Date||Sale Invoice date|
|Invoice Status||Status of the invoice (e.g. Authorised, Paid)|
|Notes||Notes field of the sale document header|
|Year||Sale Order year|
|Quarter||Sale Order quarter|
|Month||Sale Order month|
|Sales Representative||Company sales representative responsible for the Sale Order|
|Customer Reference||Customer Reference from the sale document header|
|Customer Tags||Tags associated with the customer|
|Product Tags||Tags associated with the product|
|Unit||Product unit of measurement|
|Location||Location selected for the sale|
|Status||Status of the sale|
|Shipment Date||Shipment date for the Sale Order|
|Ship By||Required by date from the sale document header|
|Shipping Address 1||Shipping address line 1|
|City||Shipping address city|
|State||Shipping address state|
|Country||Shipping address country|
|Postcode||Shipping address postcode|
|Customer Additional Attribute 1-10||Values of additional customer attributes|
|Product Additional Attribute 1-10||Values of additional product attributes|
|Quantity||Quantity of the product ordered (doesn't include restocked quantity)|
|Discount||% Discount applied to the line|
|Sale||Sale total for the order line (after discount has been applied)|
|Tax||Tax for the order line|
|Total||Total = Sale + Tax|
NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.