Pending Sale Orders Report

This report shows pending sale orders. A sale order is classed as pending if the order has been authorised but it does not yet have an authorised pick. Use this report to see item quantities required per customer, per sale order, per sales rep and more.


Prerequisite


Table of Contents


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



Input:

Reporting PeriodAllows the user to select the reporting period from a list of options or set a custom date range. The report entries are filtered by sale order authorisation date. 
CurrencyAllows the user to select the currency to be used in the report.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets 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. 



Output:

Fields
Order #Sale Order Number identifying the sale
CustomerCustomer name
Sales RepresentativeCompany sales representative responsible for the sale
SKUProduct SKU
ProductThe name of the product
UnitProduct unit of measure
Quantity RequiredOrdered quantity
DateDate of the sale order
YearYear of the sale order date
QuarterQuarter of the sale order date
MonthMonth of the sale order date
LocationLocation this sale will be dispatched from
CategoryProduct category
BrandProduct brand
Product TagsComma-separated product tags
FamilyProduct family name
Customer TagsComma-separated customer tags
CurrencyCurrency code this sale is created in
Customer ReferenceCustomer reference from the sale document header
Ship byRequired by date from the sale document header
Product Additional Attribute 1-10Values of product additional attributes
Customer Additional Attribute 1-10Values of customer additional attributes
Data Headers
Quantity RequiredTotal quantity of the product required for the sale order

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


FAQs

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Can you please advise if we can produce this report with the monetary value included?  

Unfortunately no. It only pulls product quantity. You will need to cross reference it to another report that pulls order/invoice amount like the Sales Overview. In the Sales Overview you can also check the Pending Orders. You will need to add the Status column and pending orders come with Ordered and Picking statuses.


You can also use the Sales Order Details Report. Click the +More Fields report and then drag the Sales field to the headers to show Dollar value amount.


Is it possible to add the Sale Order Notes to the Pending Sale Orders Report?

Unfortunately it is not possible. Alternatively you can run Sale Overview Report and filter it by status (Ordered and Picking) to show only pending orders.


Why is my sales order not showing in the pending sales order report for April? It is pending and has not been picked.

The Pending Sales Order Report shows all authorised sale orders without authorised pick issued during specified time interval. Check that your sale order is not still on ordering status / unauthorised sales order.



Still no answer to your question? Please do not hesitate to get in touch with DEAR support.

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