Sales order reports
Here is a brief description of the reports available for you to find information out about your sales orders.
You can run these report from the Reports section on the Sales Order List or from the Sales Orders > Reports section of the menu.
Processing
You can produce reports to determine the status of outstanding sales orders and returns in the order processing life cycle.
Status
Profit
Report Group | Report | Description |
---|---|---|
Order Profitability (Detailed) Order Profitability (Summary) Pro-Forma Profitability (Detailed) Pro-Forma Profitability (Summary) Quote Profitability (Detailed) Quote Profitability (Summary) Invoice Profitability (Detailed) Invoice Profitability (Summary) |
Shows you the estimated and realised profit for your orders, quotes, pro formas and invoices. For an explanation of how estimated and realised profit is calculated, see Sales order profit. This shows you the total profit per customer and per order per customer. Both the profit value and the amount as a percentage of the order are shown. There are two versions of each report:
Note: Sales returns are not included on sales order profitability reports. |
Set Up
Email invoices (from sales orders)
Reporting on prices and discounts
Other useful information
Set defaults for a carriage and other charges