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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

Sales order reports are crafted to provide insights into a company's sale order activity, allowing for the monitoring of transactional details and overall trends. This report offers a comprehensive list of sales orders, including customer names, order numbers, order dates, statuses, due dates, and amounts. Accessible under the sales section in the report module, this report is a valuable tool for tracking and managing sale order activities.

MENU AVAILABLE IN SALES ORDER REPORT

Field	Description
Customize	The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, and ref no.
Export to Excel	By clicking this button, users can export the report to Excel.
Export to PDF	Clicking this button allows the user to export the report to PDF.
Print	This button enables users to print the report.
Email	To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.
Pagination	The pagination control offers the capability to navigate from one page to another.
Exit	Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN SALES ORDER REPORT

Field	Description
#	The symbol '#' represents the number of lines in the given context.
Party Name	This column displays the customer name of the specific sale order.
Order No	This column shows the order number of the sale order.
Order Date	The order date will be shown in this field, indicating the date when the sale order was created.
Status	The status column indicates the current status of the order. When creating a sale order, it starts in the "Opened" status. Upon converting it to a Delivery Challan, the status changes to "Converted." If a sale invoice is generated against the sale order, the status will be "Invoiced."
Due Date	This column shows the due date of the particular order, which is the date when the payment is due against the sale order.
Amount	This column displays the sum total amount of the sale order.

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.