Use the Order Register Report to see a list of list of sales, service, and return transactions in any status for any period of time. Go to Administration > Reports > Sales > Orders and Invoices > Order Register.

This report is similar to the Order Profit Register Report, but the Order Profit Register Report includes COGS, Profit, and Profit Percentage (Profit / Item Total).

Filters

  • Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.
  • Marketing Interest - Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues 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).
  • Customer type - Use customer types to setup different customer classifications - for example, Commercial, Residential, or Wholesale.
    • A customer type is added to a customer using the Profile tab of the Customer screen.
  • Flag -  Use order flags to classify your orders - for example, holds, rentals, or financing.

 

Security Permissions Required

Category
Function
Admin-Reports
Can Access Reports Tree Branch
Can Access Reports - Sales