Sales Order Labor Time reportSales Order Labor Time report

The Sales Order Labor Time report provides a quick snapshot of the time sold versus the time used on sales orders. This is a great report for forecasting the amount of technicians time needed to complete the sold work. Note: Click on a sales order to open it in a new window.

Available information includes:

  • Ref # – the sales order name and number. If you are sorting the report by Customer you’ll see the total time needed to complete open sales orders for a particular customer.
  • Hours – this is the total number of hours sold on sales orders
  • Hrs Used – the total of all time already completed on each sales order
  • Used Pct – this percentage gives a quick indication of how much work is left to do. If the number is greater than 100%, you’ll know your team has worked more hours on the job than have been sold to the customer.
  • Hrs Rem. – how many unused hours are left on the job?

.
.
.


Sales Order Summary report optionsSales Order Summary report options

Clicking the Options button allows you to customize the report using a series of filters. Note: Some of these options are also available before you run the report when you select it in the reports module.

  • Sales Order From Date – display sales orders created on or after this date
  • Sales Order To Date – show sales orders created on or before this date
  • Site – when using Multi-Site Inventory you can show sales orders attributed to a specific Site.
  • Sales Order Status – filter the report for sales orders matching a specific Sales Order Status [ Read More ]
  • Sales Order Filter – filter the report for SOs matching a specific class [ Read More ]
  • Sales Order Type – use the Type field on the SO to find specific Sales Orders
  • Sales Order Sales Person – show sales orders where a specific user is listed as the Sales Person
  • Sales Order Technical Designer – display sales orders assigned to a particular Technical Designer
  • Sales Order Project Manager – show only SOs that match a particular Project Manager
  • Include Archived Sales Orders
    • Show Only – show only sales orders that are marked as archived
    • Don’t Show – show only sales orders that are NOT marked archived
    • Show All – display all sales orders regardless of their archived status
  • Next Install Date After – show sales orders after the date entered on the Next Install Date field
  • Next Install Date Before – show sales orders before the date entered on the Next Install Date field
  • Labor Phase – display the amount of time used in a particular labor phase for each sales order. If the sales order has PreWire, Trim, and Finish labor phases, choosing Finish will only display the hours associated with that labor phase.: NEW in 9.0924

Summarize By
These options will sort the sales orders and summarize them by a particular filter. You can use multiple summary options to sort the list even further.
Customer groups sales orders for the same customer/job together as well as providing a total for the customer
Sales Rep shows all sales orders attributed to a specific salesperson together. Totals for the salesperson are also displayed.
Next Install Date groups the list by next install date

Buttons

  • Print – will print the found set of sales orders to your printer
  • Save – will save a PDF of the report to the location you choose on your computer or network
  • Email – attaches the report as a PDF to an email using your default email program
  • View PDF – opens the PDF of the report so you can view it
  • Update Report – refreshes the report using the options and summary settings described above
  • Close – closes the Options pop-over window.
iPoint Version: 9.0924
Last modified: 1 Oct 2020

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.