Fastbase Accounting System - Online Manual
Orders Taken Report
Entered Mon, 26 May 2003 16:10 by
Updated Thu, 7 Jul 2005 17:04
Go to Reports -> Order Reports -> Orders taken Report.
This report prints all orders that have been entered during the specified date range.
The status of each order is shown including the values invoiced and outstanding.
You can sort by order reference, salesperson or operator. Salesperson is the salesperson assigned to the order. Operator is the person who entered the order.
Detail or Summary:
When sorting the report by salesperson or operator you can print a summary report (each salesperson/operator reported on a single line).
Enter the date range, all orders with an "Order Date" during the specified range will be reported.
You can select sales orders, service jobs, bill of materials etc, as appropriate to your system. This option will be suppressed if none of these other options are available.
You can select to only include orders that were delivered using a selected delivery method.
Please note: The delivery method is slightly ambiguous as it takes the delivery method from the packing slip.
If an order has multiple packing slips with different delivery methods then the order could get reported when either delivery method is selected.
Select the products to report on. The default is "All Products". See Selecting Accounts for Reports & Processing.
Select the branches to report on. The default is "All Branches".
Include Cancelled Orders?:
Enter "Yes" to include cancelled orders. If this option is selected the report can be used as a register of all orders.
Output Device :
Select the output device for the report. See Creating Reports - General Comments for details.