Sales - Sales Report


The Sales Report shows all posted orders for a specified period.


Step     Action

  1.       Select {Reports} and then select {Sales Report} under the Sales  

            section. A Generate Report modal will open.


  2.      Complete the fields.


Field
Description
Sales Rep Type
Select Customer or Order from the drop-down.
This pulls information based on the sales rep set on the customer or on the order.
Sales Rep
Select a Sales Rep option from the drop-down menu.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.

    

  3.      Select {Generate}.


           Note: You may need to confirm the file to be opened/saved before 

           proceeding, depending on your web browser. The file will open or be saved 

           to your computer depending on your web browser.


Report columns include:

  • Invoice Number
  • Invoice Date
  • Customer Name
  • Customer Number
  • Sales Rep
  • Receiver
  • PO Number
  • Order Date
  • Order Name
  • Subtotal
  • Shipping
  • Postage
  • Tax
  • Total