can I see order totals written for the day, week, month, or year?
To see your
orders totals for a selected period, we
recommend the "Orders Journal" on the Representative
or Vendor forms.
either of these forms, choose "Orders Journal" from
the <Reports> drop list. The example at right is on the Representative
- Place a check
in the <Invoiced> check box to include orders that are open or
invoiced. Otherwise, only open orders will be shown.
- Leave the
check mark in the <Detail> check box to see individual orders.
Otherwise, only totals will be shown for the group chosen.
the <Group by> drop list, select "Customer", "Status",
"Order Type", or
selecting what you want the report grouped by, you can also select a value
within this group to <Filter> the report by such as a
vendor's or customer's name. Otherwise,
leave the <Filter> blank to
see all groups.
- Select a sort
Ascending/Descending> arrow to toggle the
sort order from ascending to descending order depending on your needs.
- Select an
order date range. The date range will default to the current day but, you
could expand this to the first day of the week, month, year, etc.
In the example at right one could select the first day and last day of any
particular week, month, or year.
reports would be the "Order Totals Crosstab" or "Order
Totals" reports on the Vendor and customer forms.
you can't see the <Orders List> without the agency password. This
is set by your agency and should not be reset by individuals.
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