The Query-Sales Order report allows you to customize your report by selecting specific criteria fields, choosing whether to include order contents, and applying filters to make your report as detailed as needed.
Navigation:
Reports > Query-Sales Order
Step-by-Step Instructions
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Select Fields for Your Report
To build your report, move fields from the left to the right panel:- Double-click the field name, or
- Highlight the field and click the “>>” icon to add or remove it.
Include Order Contents (Optional)
Choose how to display order contents:
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Yes, on the same line
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Yes, on its own line
You can also choose to Include UPC in Order Contents.
Note: UPCs must be uploaded for this feature to be available.
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Select Product Category
Choose the Product Category of the SKU to include in the report.
To assign a product category to a SKU, use Mass Edit or include it in the Linelist Upload. -
Add Filters to Your Report
To filter your report:-
Select the Order Field from the dropdown.
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Choose the Operation.
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Enter the Criteria.
Note: The selected Order Field must also be included in your report fields above.
Example: To filter by Season/Linelist for Spring 15, ensure that field is selected and apply the filter accordingly. -
Use Order Codes for Filtering by Status
When filtering by the Current Status field, use the following codes:
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O1, O2 = Orders Created
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O3 = Orders Released
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O4 = Orders Shipped
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OC = Cancelled
Example: To display only shipped orders, add a filter with O4 as the criteria.
- Click Now create your report to view the report.
TIP: Save and Reuse Report Templates
- To save your report settings, use Save Template As and enter a name.
- To reuse it later, go to Load Template, select your saved template, and click Load.
Generate and Export Your Report
- Click Now create your report to generate it.
- To export, click the Export to Excel icon.
Your Saved templates will be available in Load Template: