Please complete the following steps:
Select sales
Select sales order menu
Select sales order reports menu
Select sales order book reports
You have multiple options to select for your report, these range from:
'Sales Order by' report type e.g. date required
Edit ranges of numerous criteria
Detailed or Summary report
Subtotal by Month or Week
Numerous 'Include' options via tick boxes
Once you have selected your above options, click on Export
Ensure you have the 'Select Columns' box ticked and then click OK
The window you are now presented with has 'Fields Available' on the left and 'Fields Selected' on the right.
Using the Select Field button you can choose which of the available fields you wish to have within your report
Click OK and your report will generate with your selected columns
Example to filter report by parts:
Select sales.
Select sales order menu.
Select sales order reports menu.
Select sales order book reports.
In the Report Type drop-down list, select Sales Orders By Part.
Click Edit under sub-heading Ranges.
Click Edit next to Range Description: Date Sales Order Received.
Enter dates in the From and To fields.
Click OK.
Click Preview and then click Print or Export.
