The Sales Enquiry page enables you to filter and report on your Sales lines. This includes all sales, regardless of what their status is, e.g: Parked, Completed or Deleted etc.
The Sales Enquiry will show all sales regardless of their status i.e. even deleted orders.
The Sales Enquiry has a number of filters at the top of the page. Depending on what sort of information you are after you can enter the relevant criteria and then click Run at the top on the banner.
You can filter the sales by date, order number, order status, warehouse, product, customer, product group, sales person, custom type or customer reference.
You can also:
You can Access the Sales Enquiry report via Reports | Sales | Sales Enquiry.
The Sales Enquiry Report shows both Sales Order lines and Charges.
You can easily export your report to PDF (default), CSV, XLSC or XLS for optimal reporting. To do so;
To select the option you want, click on the Export arrow on right of button to provide you the options. If you click on Export itself, it will default to the PDF setting, and a PDF is generated.
Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner. You can also export what you are seeing to a number of different formats such as pdf, xls and .xlsx using the Export button on the banner. Using the tool bar above the grid, you can do a number of other things to the information shown in the grid.
These are described as follows:
Group By Column(s):
To group by a desired column you simply need to drag and drop it into toolbar above the grid. As soon as you drop it the grid will group everything based on that column. You can group by as many columns as you like and expand all or collapse all the groups under the More menu.
Create Multiple Views:
To set up multiple views of this report you just need to click New on the toolbar and give it a name after making any customizations. You can create as many views as you like and also choose a default which will be displayed when you first click on the report.
Customize Columns Shown:
Using the Hidden Columns button you can choose what columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.