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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, customized kit items on sales orders, shipments, shipment lead time analysis, open orders, sales orders on credit hold, 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 only for sales orders or only for sales quotes. You can include in the report the sales orders and sales quotes with zero amounts and the sales orders on credit hold. You can also opt to show multi-currencies. 
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The Sales Order Line Item Report provides detailed information on each sales order or sales quote 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 in determining the inventory items that are saleable during a specified period. You can generate this report only for sales orders or only for sales quotes. You can also opt to include in the report the sales orders on credit hold, freight charges, sales tax amounts, kit formula, and item description. You can also configure the report to show an Upsell column that identifies whether the line item was included in the sales order as an upsell item and to show multi-currencies. 
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The Customized Kit Item Report lists all kit inventory items that were built using the Build Customized Kit Item function. This report helps you identify the sales orders that include customized kit items and monitor the amount of customized kits. You can print the report only for built kits, only for disassembled kits or customized kits. You may set to include in the report only those customized kits with more than zero on-hand quantities and the component items. Options to include the items’ serial numbers, lot numbers, and item descriptions are also available. 
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The Open Sales Order Report provides information on the unshipped (open) quantities from sales orders. This report shows each sales orders’ line items that are yet to be shipped. This report helps you identify the sales orders with unshipped line item quantities and manage the open sales orders. You can generate the report only for items that are not kits, only for standard kit items, only for customized kit items, only for all items that meet the specified filter criteria, or for all items regardless of whether these are kits. You can set to include in the report the item descriptions, to include the kit items’ formulas and to show multi-currencies. There is an option to exclude from the report the sales orders that are put on hold. This report can be misleading especially when there is a significant number of on hold sales orders; thus, to facilitate information analysis, you can configure AccountMate to exclude from the report the sales orders that are put on hold. 
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AccountMate 8 allows you to put on credit hold a sales order for a customer who exceeds the credit limit at the time the sales order is created. The Credit Hold Sales Order Report provides a list of sales orders that are put on credit hold. This report is useful in identifying and monitoring sales orders that are yet to be released from credit hold. You can generate this report to show multi-currencies. 
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The Lost Sales Order Report provides information on cancelled sales orders and sales quotes. You can use this report to review Sales Department’s performance, 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 only for sales orders or only for sales quotes. You can also select to include in this report the kit items’ formulas, if any, and to show multi-currencies. 
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 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 opt to include in the report the freight charges and adjustment amounts. You can also elect to print each group of information on separate pages. There are also available options to show the shipped items’ serial numbers, lot numbers, kit numbers, as well as the shipped kit items’ formulas, if any, and the multi-currencies. You also have the option to show in the report the shipped items’ descriptions and the items’ assigned classes, product lines, and inventory types. You can further filter the report only for cancelled shipments, only for shipments with invoices, only for shipments without invoices, or for all shipments including those that were cancelled. 
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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 only for shipments with invoices, only for shipments without invoices or for all shipments. You can choose to include report freight charges and adjustment amounts in the report. Options to include in the report the shipped kit items’ formulas; shipped items’ serial numbers, lot numbers and kit numbers, if any; and to show multi-currencies are also available. You can also print the report only for past due shipments, which means orders that are shipped later than the request dates. 
Click on the image to enlarge view. 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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