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How to filter and output data from the sales order book reports options

Is there a way to report what sales was on order during a specific month? Also, filter the output down by parts.

Written by Jes

Please complete the following steps:

  1. Select sales

  2. Select sales order menu

  3. Select sales order reports menu

  4. Select sales order book reports

  5. You have multiple options to select for your report, these range from:

  6. 'Sales Order by' report type e.g. date required

  7. Edit ranges of numerous criteria

  8. Detailed or Summary report

  9. Subtotal by Month or Week

  10. Numerous 'Include' options via tick boxes

  11. Once you have selected your above options, click on Export

  12. Ensure you have the 'Select Columns' box ticked and then click OK

  13. The window you are now presented with has 'Fields Available' on the left and 'Fields Selected' on the right.

  14. Using the Select Field button you can choose which of the available fields you wish to have within your report

  15. Click OK and your report will generate with your selected columns

Example to filter report by parts:

  1. Select sales.

  2. Select sales order menu.

  3. Select sales order reports menu.

  4. Select sales order book reports.

  5. In the Report Type drop-down list, select Sales Orders By Part.

  6. Click Edit under sub-heading Ranges.

  7. Click Edit next to Range Description: Date Sales Order Received.

  8. Enter dates in the From and To fields.

  9. Click OK.

  10. Click Preview and then click Print or Export.

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