Sales Activity
Item Sales/Order [QKR04] Report
Click Report ➜ Report. The New Report page appears.
Select Quick Orders.
Select Sales Activity from the Section drop-down list.
Select Item Sales/Order [QKR04] from the Reports drop-down list.
Apply the following filters to generate the report:
Report Parameters
|
Field |
Description |
|---|---|
|
Period |
|
|
Period |
Select a predefined date range to quickly set the reporting period. Available options include commonly used ranges such as Today, Yesterday, Current Week, Last Week, Current Month, Last Month, Current Quarter, Last Quarter, Current Year, Last Year, Next Week, Next Month, Current Financial Period, and Last Financial Period. Select Custom to manually define the date range using the Start Date and End Date fields. |
|
Start Date |
Select the start date for the report using the date picker. The report includes transactions from this date onward. |
|
End Date |
Select the end date for the report using the date picker. The report includes transactions up to and including this date. |
|
Filter |
|
|
Order Types |
Select the order type to filter the results. Use Exclude to omit the selected values. |
|
Product Types |
Select product types to refine the results. Use Exclude to omit the selected values. |
|
Locations |
Select one or more locations to filter the results. Use Exclude to omit the selected values. |
|
Sales Person |
Select the sales person to filter the results. Use Exclude to omit the selected values. |
|
Status |
Select the status to filter the records. Use Exclude to omit the selected values. |
|
Customer |
Select the customer to filter the results. Use Exclude to omit the selected values. |
Click Generate Report.
Sample Report
Report Fields
|
Field |
Description |
|---|---|
|
Product |
Displays the product name or grouping. |
|
Customer |
Displays the customer associated with the order. |
|
Order # |
Displays the unique order number. |
|
Date |
Specifies the order date. |
|
Qty |
Indicates the quantity ordered along with the unit of measure. |
|
Total Qty Required |
Displays the total quantity required for each product group. |
|
Report Date |
Displays the date when the report was generated. |
|
Report Template |
Indicates the template used to generate the report. |