Sales Summary By List Category

Description

This article explains how to open Analyse Sales Report by Sale Orders list. This report display Sales Orders List grouped by list category.

Detail Steps

1. Open WMS.

2. Select Reports > Sales > Sales Summary > By List Category.

3. Select Report Set (select *Default if no additional customisations done).

4. Select Customer or *Show All.

5. Select Location or *Show All.

6. Select Item or *Show All.

7. Select Salesperson or *Show All.

8. Select Date range.

9. Select Date Type.

10. Select Sale type.

11. Select Priority or *Show All.

12. Select Approval or *Show All.

13. Choose List.

14. Select Report Type: Summary or Detail.

15. Open Advanced Tab.

16. Select Supplier or *Show All.

17. Select Pick Status or *Show All.

18. Select Filter Status: By Order or Line.

19. Select Purchase Order, Job Code, Referral Source and default Salesperson or *Show All.

20. Generate Report.

Example Report in Summary Type:

Example Report in Detail Type:

Related Information

If you encounter an issue running Report, please contact Datapel Support team.

Reporting

Exporting Reports