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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 394

Simple List

The Simple SO Listing provides a summary of sales orders with a specific SO code.  You can customize a title, subtitle, and column title to be printed on the report.
Simple List
1

Report Type

1. Report Type
A simple report shows sales order number, code, customer ID and name, and SO comment.
 
A manager report shows sales order number, date, code, customer ID and name, customer phone number, and order and tax amounts.
2

Order Type

2. Order Type
Select the type of orders to include.
3

Order

3. Order
You can order report results by sales order number, customer ID, or SO Code.
4

Header Information

4. Header Information
You can enter header information to be printed at the top of the report.
5

SO Code

5. SO Code
You can enter a code to filter search results for.
 
Here is an example of a simple report filtered for the SO Code RUSH:
 
Here is an example of a manager report filtered for the SO Code RUSH: