Summary

Sales 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

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Sales 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. The header for each customer displays the totals for each report category. – New in 9.1123
  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.