Report Margins By Sales Order: Difference between revisions

Revision as of 20:36, 12 March 2025

←Back to list of reports This report generates a list of Sales Orders with price, cost, and margins per order. This report has options to include/exclude shipping products and credit returns. Sales tax not included. The Modify Report button allows the following report filters to be customized:

OPTIONAL TAB

Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
Date Range - Choose a date range to run the report for. he date range first looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item. If there are not any items with a fulfilled status on the order, the report looks at the Date Created on the SO table of the database, meaning the date the sales order was created.
Include Returns - Choose to include/exclude credit return sales orders by checking/unchecking this checkbox.
Include Shipping - Choose to include/exclude shipping type products on the sales orders by checking/unchecking this checkbox.
Show Closed Short - Choose to show/hide orders with this status by checking/unchecking this checkbox.
Show Details - Choose to show/hide the specific product details per sales order by checking/unchecking this checkbox.
Show Estimate - Choose to show/hide orders with this status by checking/unchecking this checkbox.
Show Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
Show In Progress - Choose to show/hide orders with this status by checking/unchecking this checkbox.
Show Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
Show Voided - Choose to show/hide orders with this status by checking/unchecking this checkbox.
Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
Show COGS - Choose to show/hide the COGS information on the orders by checking/unchecking this checkbox.
Show Margins - Choose to show/hide the Margins columns by checking/unchecking this checkbox.

PRINTER TAB - Allows a default printer to be specified for the report in each location group.

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-{{BackToReports}} [[File:Report-Margins By Sales Order.png|right|border|400px|link={{filepath:Report-Margins By Sales Order.png}}]] This report generates a list of Sales Orders with price, cost, and margins per order. This report has options to include/exclude shipping products and credit returns. Sales tax not included.
+{{BackToReports}} [[File:Report-Margins By Sales Order.png|border|800px|link={{filepath:Report-Margins By Sales Order.png}}]] This report generates a list of Sales Orders with price, cost, and margins per order. This report has options to include/exclude shipping products and credit returns. Sales tax not included.
 The {{Button|Modify Report}} allows the following report filters to be customized:<br>
 {{Spacer}}'''OPTIONAL TAB'''