Sales & Orders Reports

This guide will walk you through all of our reports that apply to anything relaed to sales, order tracking and customer transactions.

Sales and Orders Reports

There are two tabs inside the Quotes Report, Active and expired.

The active tab can be searched by Date, Salesperson, Location, Tax status, fullfilment type, Source and Brand to narrow results. Clicking on a quote allows users to open it in a new tab for editing or review. Managing active quotes helps users track pending opportunities and close deals efficiently.

Essential metrics are displayed such as estimated profit margin, total revenue, total deposits and total active quotes.

When a quote reaches the 2 week mark without having been closed, it is moved to the expired status to assist salespeople in keeping up with their customers. Users can convert expired quotes into orders by editing or adjusting the expiration date.

The Orders Report provides a comprehensive view of all orders and can be filtered in a variety of ways.

They are categorized into multiple statuses such as:

Not Yet Requested: Orders waiting to be processed, the salesperson has not yet requested that the items on these orders have been requested from the manufacturer.

Requested: The items have been requested by the saleperson to be ordered from the manufacturer.

Ordered: Items requested but awaiting stock arrival,

Schedule Delivery: These orders are ready to be scheduled for delivery.

Notice the items ready reflects red when not all of the items on the order are in stock yet and green when all items are in.

Pending Delivery: Items scheduled for delivery,

Open Reschedules: These orders could not be delivered for various reasons, which are listed - and need to be rescheduled.

Delivered: these orders have completed delivery,

and archived orders: These orders are no longer valid. This is a custom status available for use at the owners discretion.

The Returns Report tracks all returns within a specified date range, enabling users to monitor and manage refunds effectively.

A Subscribe Now button allows users to opt into automated email notifications whenever a new return entry is made. This feature ensures that return processes are actively managed.

The Sales by product report provides a breakdown of sales by product, including:

Total quantity, revenue, cost, profit and gross margin. This tool is ideal for tracking the profitability of individual products and optimizing inventory by identifying top-selling items.

The Custom item report tracks the status of non-standard or custom item orders. The report is divided into three key sections: Open - Displays ongoing or in-progress custom orders,

Resolved: These are completed custom orders,

and Not a Product or Others: This tracks miscellaneous items that do not align with a specific product category.

The Retailer Coupon report tracks standard retailer coupons, their validity periods, amounts and usage counts.

The instant rebate report helps monitor ongoing and completed rebates, ensuring timely processing and customer satisfaction. Recently, we've added a bulk selection feature, allowing you to select multiple orders at once using checkboxes. This makes it easier to apply rebates or mark orders as processed, especially when handling large volumes.

The fulfillment report provides an overview of delivery and installation activities, helping teams track the status and cost of fulfilled orders.

You can track these with a variety of filters and fields.

the metrics tracked are prices for total fulfillment, install, delivery, delivery zone, haul away and total trip charge price. Use this report to ensure operational efficiency by monitoring all costs and fulfillment statuses, ensuring delivery teams meet deadlines and budget expectations.

Ok! That's it for Sales and Orders Reports, hope it was helpful! Check out any of these other report guides to keep learning!