This report shows details of sale orders. This detailed view breaks down sale orders by product, showing product quantity, product price and total product price per order. The output can be customised to show product details, order/invoice status and more.
NOTE: This report does not include service items, non-inventory items or gift cards.
Table of Contents
Data from this report can be exported in Excel, PDF or RTF format.
|Reporting Period||Allows the user to select the reporting period from a list of options or set a custom date range. This report pulls entries based on the Sale Order date.|
|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 Configure Layout 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.
Why aren't additional costs captured on the Sales Order Details and Sales By Product Details reports?
Sales Order Details and Sales by Product Details Report does not show additional charges because the report focuses on product lines and order details found in the document header. Try using instead the Profit by Sales Rep report, this includes additional charges because it is needed to know the profit total and currently this is how the system is designed for the reports.
How can we get a report that shows sales by state by customer address rather than by shipping address?
Unfortunately, we don't have a report that shows customer address, our sales reports are based on the shipping address.
I need to show the Order Line Comment on the sale order details report. I saw in your Purchase Order Details Report, there is a comment field to show the line comment. I need the line comment to be shown on the sale order details report as sometimes we note the modification on the comments, or the actual code of a misc item.
As of now the there is no field available in the Sale order details report or any other sale reports to show the order line comment. However, as a workaround, you may use the Header area's reference field to show on Reports or you may also use additional attributes to define your sales, and these additional attributes will be shown in the additional attributes column in the report. However, if you feel this feature is important, you can raise a feature request on our Feature Request Forum.
The report is not showing orders for service items.
For service sales please check the Sales by product details report, this contains both service and stock items.
Can you please tell me why a sale order is missing from this report?
Usually, this is an issue with the date filters. This report pulls sales according to their order date. Double-check that the reporting period covers the sale order date.
Still no answer to your question? Please do not hesitate to get in touch with DEAR support.