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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.733  Help ID: 2504

SO Reports

SO | Reports includes a number of reports on sales orders and activity.  All reports are accurate as of the last transaction made within the system; no updating of data is required.
 
Hover over the number in the image below and click on the button in the pop-up window to go directly to that report, or click on the button below the image.
SO Reports
1
1.
Open sales order balance per aging periods
2
2.
Lists all sales orders with detailed item information
3
3.
Lists sales orders with a specified SO code
4
4.
Lists all invoices and new orders with item details
5
5.
Show all unapplied deposits in sales orders
6
6.
Lists sales orders marked Recurring
7
7.
Shows actions needed for items on sales orders
8
8.
Lists items on approved sales orders
 

The contents of SO Reports

Aging Report
Listing Report
Simple List
Written Sales
Deposits
Recurring SOs
Action Report
Approved Sales Order Worksheet
Sales Order: Action Report