Use this report to view a list of undelivered job items. These are items with a status of Waiting to be Delivered. The report includes the delivery date, serial numbers and other pertinent information.

This report is under Administration>Reports>Sales>Items>Items Waiting to Be Delivered. 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 - for example, retail stores, warehouses, and service vehicles.
  • Product Line - Product lines group your inventory items into high level categories - for example, Accessories, BBQs & Grills, Chemicals, or Covers.

Security Permissions Required


Category
Function
Administration – Reports
Can Access Reports Tree Branch
Can Access Reports - Sales