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Sales Order - Sales Order Reports
The Sales Order Reports provide information on sales order transactions including sales order summary and line item information, shipments, shipment lead time analysis, open orders, and canceled orders. These reports have various options and criteria to provide you a variety of sales order related information and various report formats. Read the information below to get a closer look at each of the Sales Order Reports available in AccountMate.
Sales Order Summary Report
The Sales Order Summary Report provides summary information on sales orders or sales quotes including the sales order numbers, customer numbers and company names, order dates, salesperson numbers, pay codes, sales order amounts and applicable taxes. This report can be used as reference when reviewing sales orders and quotes.
You can select to generate this report for sales orders only or sales quotes only. You can also opt to include in the report sales orders and sales quotes with zero amounts, and to show multi-currencies.
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Sales Order Line Item Report
The Sales Order Line Item Report provides detailed information on each sales order's or sales quote's line items including the sales order numbers, customer numbers, order dates and source warehouses as well as the inventory items' numbers, units of measurement, order quantities, unit prices, discount rates, and net prices. This report is useful in reviewing the correctness of sales order or quote information and determining the inventory items that are saleable during a specified period.
You can select to generate this report for sales orders only or sales quotes only. You can also opt to include in the report freight charges, sales tax amounts, item description, upsell line items, kit formula, and to show multi-currencies.
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Customized Kit Item Report
The Customized Kit Item Report provides information on all kit inventory items that have been customized using the Build Customized Kit items function and its corresponding sales orders. This report is useful in monitoring customized kit sales which can help in determining a new kit formula to cater the needs of a target market.
You can select to generate this report for built kits only, for disassembled kits only or both. You can also choose to generate this report for items with on-hand quantities only. You can further select to include in the report the kit item components, and item description, serial # and lot #.
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Open Sales Order Report
The Open Sales Order Report provides information on the unshipped (open) quantities from sales orders. This report shows each sales orders' inventory line items that are yet to be shipped. This report helps you identify the sales orders with unshipped quantities of line items and manage the open sales orders.
You can select to generate this report for non-kit items only, standard and customized kit items only, standard kit items only, customized kit items only or all items. You can also select to include in the report item descriptions, kit formula and have the option to show multi-currencies.
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Lost Sales Order Report
The Lost Sales Order report provides information on cancelled sales orders and sales quotes. You can use this report to review the performance of your Sales Department, taking into consideration the lost sales opportunities. This report also provides information on the causes of the sales order cancellations, which will help you formulate means to improve sales and avoid committing the same mistakes in the future.
You can select to generate this report for sales orders only or sales quotes only. You can also select to include in this report kit formula and the option to show multi-currencies.
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Shipment Report
The Shipment Report provides information on sales order shipments including the sales order and customer numbers, ship dates and applicable invoice numbers as well as the shipped items' numbers, units of measurement, quantities, unit prices, and net extended prices. This report is useful for determining and analyzing the shipment activities within a specified period.
You can select to generate report for shipments with invoice only, shipments without invoice only or all shipments. You can also opt to include freight charge, adjustment amounts, item description, serial #, lot #, kit #, and kit formula. You can further select to show multi-currencies in the report.
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Shipment On-Time Analysis Report
The Shipment On-Time Analysis Report provides information on the shipment lead time, which is the number of days it takes to ship a sales order from the date the order is placed. The Ship Date Variance column in the report displays the lead time in man-days. The information in this report provides data for analyzing the timeliness of sales order shipments. This report is useful in determining your efficiency in shipping sales orders on time.
You can generate this report for shipments with invoices only, shipments without invoices only or all shipments. You can also configure to include in the report freight charges, adjustment amounts, item serial #, lot #, kit #, and kit formula. You further have an option to show multi-currencies in the report.
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Print UPS C.O.D. Tag
The Print UPS C.O.D. Tag function lets you print C.O.D. tags for open sales invoices that are assigned with the C.O.D. pay code type. The UPS C.O.D. tag is especially printed for your UPS shippers.
You can select to print tags for individual invoice # or a group of invoices. You can further select to print or preview all unprinted, all previously printed or all UPS C.O.D. tags. You can also print for an alignment test only.
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