Sales Order Report

Sales Order Report In Accoxi

Sales Order Report

The Sales Order report lists all specific standards or planned sales orders. Sales order reports are designed to give you insight into your company’s sales order activity in order to monitor both transactional details and overall trends.

Sales Order Report in Accoxi

Accoxi is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Sales order details are included in it. Sales order reports are designed to give an insight into the company’s sales order activity in order to monitor both transactional details and overall trends. This report shows a detailed list of sales order along with Party name, Order number, Order date, Status, Due date and Amount.

Sales Order Report In Accoxi (1)

When the user opens the ACCOXI account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.

There are various heads of reports like Payables, Receivables, Accounts, Purchase, sales etc.

Click on the Sales head and select the option Sales Order.

By clicking on the Sales Order option, details will pop up on the screen. 

Sales Order

Sales Order

This report shows a detailed list of sales order along with Party name, Order number, Order date, Status, Due date and Amount. 

           Fields

                                       Description

Customize Report

User can filter the Sales Order report by using the option Customize Report. By clicking on the customize report, user can filter the report by date between. User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the sales order will appear on the basis of the date entered.

By clicking on Run Report, user get the customize report on the basis of data entered.

Print

If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the sales order report.                         

Party Name

This column shows the Party name of the particular invoice.

Order Number

It shows the Order number of the sales order. Order number helps the user to identify transactions in records and it will be the continuation of the previous order.

Order Date

Order date will be show on this field. It is the date when the sales order created.

Status

This column shows the current status of the sales order.

Due Date

This column shows the due date of the particular order. Due date is the date when the payment is due against the sales order.

Amount

This column shows the sum total amount of the sales order.  

 

Menus Available in Print View

Sales Order Print View

When the user clicks on the print menu, it opens to Report page. It shows the bill details report and it consist of various menus. 

        Fields

                                   Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

Pagination Control

It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.             

Page Setup

This menu helps the user to set the page size, page orientation and margin size.  By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.

Switch to Interactive Layout

It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.

        

Zoom

User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.

                           

Print

By clicking on the Print button, user gets the print out of the report.

 

Export

Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.                                                                                                                    

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.

Frequently Asked Questions?

01How can I track my Sales Order details and Amount?

Click on the Reports module and select the option Sales order from Sales head. After selecting the option, the details of your sales orders can be found under Sales order report. This report shows a detailed list of sales orders along with Party name, Order number, Order date, Status, Due date and Amount.

02Can I take a print out of Sales Order report with complete list of orders?

Yes. You can take print out of Sales order report with complete order list. It can be done by using the menu Print on the top right side of the report page.

  • Click on the Reports module.
  • Select the option Sales Order from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print option to get the printout of the Sales Order report.

03What is the use of Customize Report option in the Sales Order report?

You can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the sales order will appear on the basis of the date entered. By clicking on Run Report, it opens the customized report on the basis of data entered.

  • Click on the Reports module.
  • Select the option Sales Order from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by date between. Need to enter the starting date and end date.
  • Click on Run Report to get the customize data. 

04Can I export the Sales Order data in to Excel format? How can I do it?

Yes. You can export the Sales Order data in to Excel format. It can be done by the following steps;

  • Click on the Reports module.
  • Select the option Sales Order from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear to save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

     

05How can I check due date of a Sales Order?

  • Click on the Reports module.
  • Select the option Sales Order from Sales head.
  • Sales order report opens and due date of each orders are included in the table data.
  • You can select the particular sales order by using the option ‘Customize Report’. Click on the menu and enter the required date of the sales order on the tab.
  • It shows the details of the sales order along with the due date.