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Open: Sales Order Processing > Reports.
Additional documentation, such as the order acknowledgement or picking list, is generated from the information stored in the relevant area of the system. Other reports are automatically generated when the system completes certain processes, such as the conversion of quotations to orders, or posting invoices and credit notes.
The order reports summarise the information for current orders as a whole, providing information such as the customer, order number and order value. They do not detail the stock items associated with the orders. The reports available are:
The order line reports focus on the stock items requested for current orders. The reports available are:
The return reports summarise the information for current returns as a whole, providing information such as the customer, return number and goods value. They do not detail the stock items associated with the returns. The reports available are:
The return line reports focus on the stock items recorded for returns. The reports available are:
You can produce a report on sales orders, returns, pro forma invoices or quotations by customer. You can produce the report in detail or in summary form.
Provides a report of invoices and credit notes by customer. You can produce the report in detail or in summary form. If you choose the summary form then you can produce the report by customer and by document number per customer. If you choose the details form then the items, quantities, VAT, line values, discount percentage and outstanding quantity per item are also shown.
Lists the stock allocations made for orders, by stock item, warehouse and customer. The report shows the allocated quantity at each warehouse for each customer for each item.
This report provides a copy of the despatch note details for a sales order. This shows the order or return number, the invoice or credit note number, item, quantity, warehouse and user name.
Lists the details from return receipts by customer and document number.
Lists cancelled order lines for an order by customer. It shows item, cancelled date, cancelled quantity, selling unit, order number and user.
Lists the sales orders that require stock to be allocated to them before the goods can be despatched. The report focuses on stock items detailing the items required, associated sales orders, the required allocation quantity and the date the goods have been promised to the customers.
A simple report that lists orders or returns where the invoice or credit note values have not been posted.
Lists cancelled invoices for customers. It shows the cancellation date, the order number, the reason for the cancellation and the user.
A report that lists orders that have been overpaid. It shows order number, customer reference, status, order net value, order VAT value, order gross value and the payment value. Overpaid orders cannot be processed until the payment value is amended.
The summary report lists customers in alphabetical order together with the orders they have placed and the sales order value. Both the profit value and the amount as a percentage of the order are displayed for each sales order.
The detailed report lists sales orders in numerical order together with the name of the customer who has placed the order. Additional details cover the stock items ordered and the quantity requested.
Note: Sales returns and credit notes are not included on sales order and invoice profitability reports.
There are several reports available to help analyse the orders and returns that have been moved into archive and are no longer classed as current. Using the invoice and credit note reports it is possible to reprint archived invoices or credit notes. The reports available are:
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