Use the Open Order Report to generate a list of all orders (sales and service) that have an open status (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, e.g. 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, e.g. holds, rentals, or financing.
- Source: You can see the source of an invoice using the Invoices tab on the Customer screen.
Security Permissions Required
|Admin-Reports||Can Access Reports Tree Branch|
|Can Access Reports - Sales|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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