# 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](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/RUqimage.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](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/tTximage.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](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/OpOimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/zjzimage.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](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/DTCimage.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.