Sales Order Summary reportSales Order Summary report

The Sales Order Summary report gives you a quick look at the sales orders in your system. Clicking on any sales order line will open the sales order in a new window.

Here are the details you’ll find on this report:

  • Design Name – is the sales order number followed by the SO name
  • Price Total – shows the total price of all items and modifiers excluding sales tax. Clicking on Price Total changes the header to Grand Total which is the total including taxes.
    • Note: Uncommitted Change Orders are not included in the Summary numbers.
  • Not Invoiced – lets you know how much of the sales order has not yet been invoiced
  • Invoiced – is the amount of the sales order that has been invoiced to the customer
  • Not Paid – this differs from Not Invoiced as it describes the unpaid balance on the sales order
  • Labor – displays the number of sold hours on the sales order
  • Totals – at the bottom of the report are the totals for each column of the report

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

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.
Last modified: 27 Apr 2020

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