Customer Orders Report

Customer Orders Report

Alert
This is for Newsagencies Only

Report Summary

The Customer Orders Report is a newsagency-specific report that allows you to compare a customer's standing order with the quantity they received for a specific week.

Generating the Report

  1. Week Ending Date - Select the week end date of the particular week's orders to look at.
  2. Click the Add Stock Item button to add one or more stock items that you wish to report on.
    1. You can also click the Delete Stock Item button to remove an item from the list.
    2. Click on Clear All to remove all items from the list
  3. Display Order Totals - Tick if you want to see the total number of orders for each stock item.
  4. All Orders - This will display all orders for the stock item, regardless of any subscription plans.
  5. Selected Subscription - Select the particular subscription offer code (plan) to show on the report.
    6. Notes
    You can only select one subscription offer code for the report. You will need to replicate the process if you require multiple subscription codes.
  6. Select the format of the report
    1. Report - This option will show in the normal report format. You can either preview (display on screen) or send it straight to your default windows printer. 
    2. Text File - This option will create a CSV file of the report. When you click Print or Preview, you will be asked where you want to save the .CSV file.
      3. NotesThe Text File option only allows for one supplier at a time. Multiple items, from multiple Supplies will not work. if you require this, then group the items based on their supplier. Replicate the process for the other suppliers.
  7. Click on Preview or Print.
    1. Preview will display the report on the screen.
    2. Print will send the report to your default windows printer.

Reading the Report

The report will display the following information:
  1. Num - Customer number
  2. Name - Full name of customer
  3. Address - Customer's address
  4. Title - Name of magazine or paper
  5. Offer code - Subscription code for the order
  6. Ordered (Days of week) - Number of copies ordered (split per day of the week)
  7. Received (Days of week) - Number of copies received (split per day of the week)

Export to Excel

You can use the 'Text File' option (as above) to create a .csv file. Microsoft Excel can open .csv files. 

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