This sales report shows fulfilment details of authorised sale orders filtered by sale order date. Only users with the Sales Reporting access level can access this report.
This report can be automatically generated and sent out to authorised users using the Report Scheduling feature available to DEAR customers with Automation module subscription. See Report Scheduling for more information.
NOTE: Non-inventory products are not shown in this report.
The report inputs are shown in the table below.
|From||Beginning date of the report|
|To||Closing/end date of the report|
|Update||Refreshes the report results based on the latest data|
|Apply Filter||Sets filter on fields used in the report|
|Export||Allows export of report data to Excel, PDF or RTF|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving of a layout for potential future use.|
|Reset Layout||Resets layout to the default layout.|
After setting the inputs described above, pressing the Update button refreshes the report based on the selected inputs. The output fields are shown in the table below.
|Customer Reference||Customer number|
|Sales Representative||Name of the sales representative who handled the order|
|Quarter||Quarter of the calendar the order was made|
|Shipment Date||Shipment date|
|Invoice #||Invoice number. If there are multiple invoices for a fulfilment, these are displayed with comma-delimited tags.|
|Shipment Note||Shows the information saved in the Shipment Note field under the Ship tab in Advanced Sale|
|Courier||The name of the courier, in case of shipped orders|
|Tracking #||Tracking number of the order, if shipped|
|Location||Location showed on the sales header|
|Product SKU||SKU of the main product under assembly|
|Name of the product under assembly|
|Date the order was authorised|
|Order #||Order number|
|Quantity Ordered||Order quantity|
|Fulfilment number of the order|
|Status of the fulfilment|
|Tax associated with the order|
|Total value of the order = Amount + Tax|
|Quantity of the orders which is denoted by fulfilment status, e.g. Quantity picked|
|Total sales amount|