Sales order reports are designed to give an insight into the company’s sales order activity.
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.
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.
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.
This report shows a detailed list of sales order along with Party name, Order number, Order date, Status, Due date and Amount.
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Description |
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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. |
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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. |
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Party Name |
This column shows the Party name of the particular invoice. |
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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. |
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Order Date |
Order date will be show on this field. It is the date when the sales order created. |
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Status |
This column shows the current status of the sales order. |
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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. |
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Amount |
This column shows the sum total amount of the sales order. |
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 |
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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. |
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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. |
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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. |
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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.
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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.
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By clicking on the Print button, user gets the print out of the report.
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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. |
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Exit |
Exit menu is for exit from the Print report page and it redirects to previous page. |
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.
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.
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.
Yes. You can export the Sales Order data in to Excel format. It can be done by the following steps;