Order Reports

Order reports are accessed from the Order Reports module. There are several reports available:

• Open Orders – shows ship date, order number, customer, product code, number ordered, number despatched, number invoiced.
• Open Purchase Orders – shows Order date, required by date, PO reference, supplier, product, the number of items on the order and the number received to date.

Note:

POs will only display in this report once they have been sent (not when they are in Draft status).

A line will show on the report for each item on the PO which still has items that have not yet been received.

• Usage by Product – Shows the Product Category, Item Code and the number of that product used in the past week, month, 3 months, 6 months and 12 months.
• Sales Margins – Shows the Item Code, Description, Quantity, Total Net, Total Margin and Margin %.
• Invoice Margins – Shows the Invoice Date, Invoice Number, Customer, Order Ref, Total Net, Total Margin and Margin %.
• Customer Last Order Date – Shows the Customer and Last Order Date. 

Order Reports can be downloaded as a CSV by selecting the green Download CSV button at the top right-hand corner of the screen. It is possible to move between Open Orders and Open Purchase Orders using the blue text at the top of the screen: