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SO Reports
The following reports are available within the Sales Order module.
Aging Report - The Detail Aging Report will provide a list of all open sales orders and amounts for four periods of time. The Summary Aging Report will list all open sales orders by date, amount, and balance due.
Listing Report - The Detail Listing Report will list all sales orders with item details for a selected period of time. The Summary Listing Report will list the sales orders with order date, tax amount, and order amount for a selected period of time.
Simple List - The Simple List will list all sales orders, quotes, and/or recurring orders with customer name, ID, and comment. The Manager Simple List will report all sales orders, quotes, and/or recurring orders with order date, SO code, tax amount, and order amount.
Written Sales - The Detail Written Sales report will list all invoices and new orders with item details for a selected period of time. The Summary Written Sales report will list all invoices and new orders with totals for a selected period of time.
Deposits - The Deposits option will show all unapplied deposits in all of your sales orders.
