Customer Order Reports

Track Orders by Status | Customer Order Reminders

Pro

Several customer order reports are available to help you track, order, and follow-up on the merchandise needed for customer orders as well as for seeing the deposits received on these documents.

Order Reports

Summary and detail reports are available for each customer order type.

These reports are available in the Customers category in the Report Center.

Modifying the report data by order status, date, assigned employee (work orders), or due quantities can help you track and manage these versatile documents.

You can also view all non-deleted customer orders and corresponding sales receipts made for a specific customer by accessing the customer's history.

Reporting of Order Deposits

When you take an order deposit, the deposit amount is reflected in the sales activity for the day on your cash drawer (X/Z-Out) reports. The amount also is reflected on the Deposit Detail report (available in the Customers > Orders area of the Report Center). When the ordered items are sold and the deposit applied to the sale, the total sale amount is reflected in the day's sales activity on your X/Z-Out, while the deposit amount is again reflected as an adjustment (subtraction) to the day's sales activity.

Sales Reports

The merchandise/services on a customer order are not included on your general sales reports until the sale is recorded on a sales receipt.

Related Topics

Generate POs from customer orders

Fill an order (selling items)

View deposit history

Customer order overview

Reports overview