Orders Report - by Clerks
This report type shows how orders by Clerks.
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WARNING
If you use the Only Where Ordered and Delivered Qty Differ option , you can define, which orders will be reported.
- If you select orders the option, the program will report orders that have not yet been totally dispatched (non-dispatched or partially dispatched orders).
- If you do not select the option, the program will report all dispatched orders (with other defined criteria). The report will include orders where the entire ordered quantity has already been dispatched to the customer, and the difference will be equal to 0.
The difference for the delivery will not change, regardless if the option is selected, what will change is the number of records the program will include in the procedure.
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| (Report criteria) |
In the header of the report are defined report criteria (report is limited limited by: document type, different kind of dates, order status, etc.). You can limit the report to some data if you select checkbox in the Administration panel | Settings | Program parameters | General. |
| (Clerk) |
In this column is the data that are sorted and grouped by the clerk, signed on the sales order. |
| (Pricing level) |
In this column is the second criteria for sorting and grouping, the pricing level from the sales order. |
| Customer |
In this column is the customer (1st person) from the header of the sales order |
| Ordered |
In this column is the total value of sales orders (value of ordered quantities). It is a value less any approved discount (also from the sales order) and excluding VAT. |
| Dispatched |
In this column is the total value of realized orders, evaluated with the price from the sales order.
It is not the actual value of sold goods, but the (due to comparability of data about ordered and dispatched quantity) value of dispatched quantities, evaluated with the price from the sales order.
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| Difference |
In this column is the remaining value (ordered value less realized value).
It is the value of non-dispatched items, less approved discount in the order and before VAT, evaluated with the price from the order.
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