Difference between revisions of "Order List Report"
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'''Select Sales Rep'''<br /> | '''Select Sales Rep'''<br /> | ||
| − | Select the sales rep that you would like to filter by here, by selecting | + | Select the sales rep that you would like to filter by here, by selecting from the drop-down menu. |
'''Date to Report'''<br /> | '''Date to Report'''<br /> | ||
| − | Select the date that you would like to filter by here, by selecting the date from the pop-up calendar. | + | Select the date that you would like to filter by here, by selecting the date from the pop-up calendar. If you do not select a date, it will assume you would like to search by today's date. |
| − | Once you are satisfied | + | Once you are satisfied with the selected filters, press the [[File:Run-report.PNG]] button to run the report. |
== Results == | == Results == | ||
Once your report has run, it will display the following results: ''Customer Number'', ''Customer Name'', ''Order Number'', ''Order Date'', ''Value(Ex VAT)'', ''Profit(Ex VAT)'', ''Profit %'', ''Status'', ''Order Group'', ''Account Manager'', ''Total'' number of ''Orders'' and ''Credits'', ''Total Value'' of ''Orders'' and ''Credits'', ''Total Profit'' for ''Orders'' and ''Credits'', and ''Total Profit %'' for ''Orders'' and ''Credits''. | Once your report has run, it will display the following results: ''Customer Number'', ''Customer Name'', ''Order Number'', ''Order Date'', ''Value(Ex VAT)'', ''Profit(Ex VAT)'', ''Profit %'', ''Status'', ''Order Group'', ''Account Manager'', ''Total'' number of ''Orders'' and ''Credits'', ''Total Value'' of ''Orders'' and ''Credits'', ''Total Profit'' for ''Orders'' and ''Credits'', and ''Total Profit %'' for ''Orders'' and ''Credits''. | ||
Revision as of 11:24, 24 August 2021
This page will provide an overview of the Operators Order List Report on Spitfire.
Run Report
To arrive on the correct page, press the Sales Order heading on Spitfire, then select the Order List Report heading.
You will now be able to filter your search results by Sales Rep and Date.
Select Sales Rep
Select the sales rep that you would like to filter by here, by selecting from the drop-down menu.
Date to Report
Select the date that you would like to filter by here, by selecting the date from the pop-up calendar. If you do not select a date, it will assume you would like to search by today's date.
Once you are satisfied with the selected filters, press the 
button to run the report.
Results
Once your report has run, it will display the following results: Customer Number, Customer Name, Order Number, Order Date, Value(Ex VAT), Profit(Ex VAT), Profit %, Status, Order Group, Account Manager, Total number of Orders and Credits, Total Value of Orders and Credits, Total Profit for Orders and Credits, and Total Profit % for Orders and Credits.
