Use the Open Order Report to generate a list of all orders (sales and service) that have an open status. Go to Administration > Reports > Sales > Orders and Invoices > Open Order Report

The report includes orders with may or may not be a balance due.

Filters

  • 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.
  • Source – You can see the source of an invoice using the Invoices tab on the Customer screen.

Security Permissions Required

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