Details:

Use this report to view a list of undelivered job items (Administration>Reports>Sales>Items>Items Waiting to Be Delivered). These are items with a status of Waiting to be Delivered. 

 - The report includes the delivery date, serial numbers and other pertinent information.

 - You must use the MS Excel output version and then filter on column D, “Type.” 


Filters

- Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbeques comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.

 - You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).

 - Stock site: A stock site is any location that carries inventory, e.g. retail stores, warehouses, and service vehicles.

 - Product Line: Product lines group your inventory items into high level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers.


Security Permissions Required

Category

Function

Administration – Reports

Can Access Reports Tree Branch

Can Access Reports - Sales