Sales Order Reports
The Sales Order Reports provide comprehensive visibility into customer sales orders, payment status, and financial metrics. These reports enable teams to track sales performance, monitor payment status, and maintain visibility across the sales order lifecycle from customer purchase through payment and fulfillment.
Sales Order Reports offer report types designed to support different aspects of sales order management:
- Sales Order Summary: Provides a summary of customer sales orders with financial and payment information
These reports help teams:
- Monitor sales order performance and customer activity
- Track payment status and financial metrics
- Analyse sales data and customer relationships
- Support sales analysis and customer relationship management
- Export data for analysis and reporting
Sales Order Summary
The Sales Order Summary report provides a summary of customer sales orders, supporting sales analysis and customer relationship management. This report provides comprehensive visibility into sales order details, customer information, payment status, financial metrics, and shipping information for effective sales tracking and customer relationship management.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Created Date From, Created Date To, Customer, Status |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| View | Hide Style image (checkbox) |
| Columns | Image, Sales Order, Styles, Customer, Shipping Address, Account Manager, Created Date, Payment Terms, Payment Status, Total Qty, Total ex tax, Total Discount, Total Tax, Total inc tax, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Account Manager | The account manager responsible for the sales order. | Sales Order > Details |
| Created Date From / Created Date To | Filter sales orders by creation date range. | Sales Order > Side Widgets > Dates |
| Customer | The customer organisation placing the order. | Site Settings > Company > Customer |
| Status | The current status of the sales order (e.g., Draft, Active, Expired). | Sales Order > Side Widgets > Status |
Report Features
- Filter by multiple criteria including account manager, customer, and status
- Filter by creation date range
- Sort by any column in ascending or descending order
- Hide style images for a cleaner view
- Customise column visibility
- Export to Excel
- View sales order summary with customer and shipping information
- Monitor payment terms and payment status
- Track financial metrics including total quantity, tax, and discount information
- Review total values excluding and including tax
- Enable or disable visibility