Skip to main content

Sales Order Report

Report Module Guide: Sales Order Report

Module Location

Sales > Reports > Sales Order Reports > Sales Order Report

Module Objective

The Sales Order Report module is used to generate a detailed list of all Sales Orders (SOs) along with their item details for a single period. This report is a primary operational tool for tracking incoming orders, monitoring sales activity, and managing the queue of orders to be processed.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

image.png

Here is an explanation for each parameter:

  • Customer:

    • Filter the report by All customers or a Selected customer.

  • Status Filter:

    • There are several very useful status filters:

    • Approval Status: Filter by the SO's approval status.

    • Delivery Status: Filter by the shipping status.

    • Invoice Status: Filter by the billing status.

  • Sales Type:

    • Select the type of sale, whether All, Local, or Export.

  • SO Date:

    • Specify the creation date range of the SOs to be displayed (e.g., August 1, 2025, to August 31, 2025).

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the SO Date range and the relevant statuses for your analysis.

image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

  • Display Report: To preview the Sales Order report directly on your screen. 

    image.png

  • Export To MS Excel: To download the report data in an Excel file format. 

    image.png

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every SO and the items within it.

image.png

Report Explanation: This report displays a very detailed list of each Sales Order, which contains a breakdown per Item line.

Key Columns:

  • Sales Order, SO Date, Customer Name: The main information for each order.

  • Item Code, Item Description: Details of the products ordered.

  • Qty, Price, Total Amount: The quantity and value details for each order line.

Tips & Important Notes

  • Use this report to monitor all incoming orders from customers on a daily or weekly basis.

  • Filtering by Approval Status or Delivery Status is very useful for the Sales Admin and Logistics teams to know which orders require immediate follow-up.

  • This report provides the raw data of incoming orders, which is very useful for analyzing daily and weekly sales activity.

No comments to display

Back to top