Sale Order Details Report

This report shows details of sale orders. This detailed view to 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. 


Prerequisite:


Data from this report can be exported in Excel, PDF or RTF format. 


Input:

Time PeriodAllow user to select the time period from a list of options are set custom a custom date range.
CurrencyAllow user to select currency to be used in the report
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving of a layout for potential future use.
Reset LayoutResets 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. 


Output:

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. 


Fields
SKUProduct SKU
ProductName of the product
Order #
Sale Order number
Order Date
Sale Order date
Invoice #
Sale Invoice number
Invoice DateSale Invoice date
Invoice StatusStatus of invoice (e.g. Authorised, Paid)
NotesNotes field of sale document header
YearSale Order year
QuarterSale Order quarter
MonthSale Order month
Sales RepresentativeCompany sales representative responsible for the Sale Order
Customer Customer name
Customer Reference
Customer Reference from the sale document header
Customer TagsTags associated with the customer
Brand
Product Brand
Category
Product Category
Family
Product Family
Product TagsTags associated with the product
UnitProduct unit of measurement
LocationLocation selected for the sale
StatusStatus of the sale
Shipment DateShipment date for the Sale Order
Ship ByRequired by date from the sale document header
Shipping Address 1Shipping address line 1
CityShipping address city
StateShipping address state
Country
Shipping address country
PostcodeShipping address postcode
Customer Additional Attribute 1-10Values of customer additional attributes
Product Additional Attribute 1-10Values of product additional attributes
Data Headers
QuantityQuantity of the product ordered (doesn't include restocked quantity)
Discount% Discount applied to the line
SaleSale total for the order line (after discount has been applied)
Tax Tax for the order line
TotalTotal = Sale + Tax


NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.