Difference between revisions of "S/O by Operator"
m (spelling) |
m (spelling corrections) |
||
| (2 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| + | ===In This Section=== | ||
| + | |||
This page will provide an overview of how to search and download sales orders by operators reports on Spitfire.<br /> | This page will provide an overview of how to search and download sales orders by operators reports on Spitfire.<br /> | ||
To arrive on the correct page select the ''Sales Orders'' heading, and then press the ''Orders by Operator'' tab. This will direct you to the Sales Order By Operator Report page. | To arrive on the correct page select the ''Sales Orders'' heading, and then press the ''Orders by Operator'' tab. This will direct you to the Sales Order By Operator Report page. | ||
| Line 27: | Line 29: | ||
'''Cancelled Orders'''<br /> | '''Cancelled Orders'''<br /> | ||
| − | This will display the number of cancelled | + | This will display the number of cancelled orders, with the total value and total profit. These values will be given in your selected currency, to two decimal places. |
| − | '''Orders On Hold'''<br / | + | '''Orders On Hold'''<br /> |
| − | This will display the number of orders on hold, with the total value | + | This will display the number of orders on hold, with the total value and total profit. These values will be given in your selected currency, to two decimal places. |
'''Orders Outstanding'''<br /> | '''Orders Outstanding'''<br /> | ||
| Line 42: | Line 44: | ||
'''Year / Month to Report'''<br /> | '''Year / Month to Report'''<br /> | ||
| − | This will display the current time period that the results have been filtered by. This can be changed by entering a new date in the box, or selecting from the pop-up calendar, as described above. | + | This will display the current time period that the results have been filtered by. This can be changed by entering a new date in the box, or selecting from the pop-up calendar, as described above. |
== Download Report == | == Download Report == | ||
To download the report that has been generated according to the filters mentioned previously, press the [[File:Report-generated.PNG]] button. This will allow you to download the report as an Excel file.<br /> | To download the report that has been generated according to the filters mentioned previously, press the [[File:Report-generated.PNG]] button. This will allow you to download the report as an Excel file.<br /> | ||
The Excel file will have the following information given: ''Customer ID'', ''Customer Name'', ''Order No'', ''Order Date'', ''Value (Ex VAT)'', ''Profit (Ex VAT)'', ''Profit %'', ''Status'', and ''Order Group''. | The Excel file will have the following information given: ''Customer ID'', ''Customer Name'', ''Order No'', ''Order Date'', ''Value (Ex VAT)'', ''Profit (Ex VAT)'', ''Profit %'', ''Status'', and ''Order Group''. | ||
Latest revision as of 10:16, 1 November 2021
In This Section
This page will provide an overview of how to search and download sales orders by operators reports on Spitfire.
To arrive on the correct page select the Sales Orders heading, and then press the Orders by Operator tab. This will direct you to the Sales Order By Operator Report page.
Search
To search according to operator or date you can use the following filters.
Select Operator
Select the operator that you would like to search by, by selecting from the drop-down menu.
Year/Month to Report
Here you can filter by day, by entering the exact date in the format of YYYY-MM-DD, or selecting the day from the pop-up calendar.
You can also filter by month, by ignoring the pop-up calendar and typing in the month in the format of YYYY-MM.
Finally, you can filter by year, by ignoring the pop-up calendar and typing in the year in the format of YYYY.
Once you have input the filter details correctly press the 
button to generate search results.
Results
At the top of the page, the following information will be displayed in a table: Customer Number, Customer Name, Order No, Value(Ex VAT), Profit(Ex VAT), Profit %, Status, Order Group, and Customers Account Manager.
The following information will also be displayed:
Orders
This will display the number of orders (excluding quotes and cancelled), with the total value and total profit. These values will be given in your selected currency, to two decimal places.
Quotes
This will display the number of quotes, with the total value and total profit. These values will be given in your selected currency, to two decimal places.
Cancelled Orders
This will display the number of cancelled orders, with the total value and total profit. These values will be given in your selected currency, to two decimal places.
Orders On Hold
This will display the number of orders on hold, with the total value and total profit. These values will be given in your selected currency, to two decimal places.
Orders Outstanding
This will display the number of outstanding orders, with the total value and total profit. These values will be given in your selected currency, to two decimal places.
Completed Orders
This will display the number of completed orders, with the total value and total profit. These values will be given in your selected currency, to two decimal places.
Select Operator
This will display the current operator. However, you will have the option to change this by selecting from the drop-down menu.
Year / Month to Report
This will display the current time period that the results have been filtered by. This can be changed by entering a new date in the box, or selecting from the pop-up calendar, as described above.
Download Report
To download the report that has been generated according to the filters mentioned previously, press the 
button. This will allow you to download the report as an Excel file.
The Excel file will have the following information given: Customer ID, Customer Name, Order No, Order Date, Value (Ex VAT), Profit (Ex VAT), Profit %, Status, and Order Group.
