Orders for Title Report

Orders for Title Report

Warning
This is for Newsagencies only

Report Summary

This report enables Newsagencies to see which newspapers or magazines (stock items) are being delivered, or set aside (putaway) for their customers. This can either be shown for individual items, or all items in the one report. The report can also break down the orders by the customer type, account or non account, subscription or if the orders are for Subagents.
Therefore, depending on the chosen options, Newsagents can find all the information regarded to manage their customer newspaper and and magazine orders.

Generating the Report

  1. From the main screen of Retailer, click on Reports -> Customer -> Orders for Title.
  2. Start Date 
    1. This is the date that the report will use to check if it is current - Leave it as today's date for current orders.
  3. Chose from the required Stock Item options:
    1. All Titles - Using this will allow you to select orders based on the frequency of the stock item.
      1. Tick all options on the right to search for all items.
      2. Daily - Tick if you only want to display the 'Daily' frequency stock items.
      3. Weekly - Tick if you only want to display the 'Weekly' frequency stock items.
      4. Other - Tick if you only want to display the 'Other' Frequency stock items.
        5. InfoFor more information about the stock frequency options, click HERE
    2. Selected Title - This will allow you to select a specific item to search for using the item's PLU.
      1. Press the 'ENTER' key on your keyboard to bring up the 'Find Stock Screen.' This will allow you to manually search for the title if you do not know the PLU. 
        2. WarningNOTE: make sure you select the 'Parent Stock Item'. For more information about Parent Stock Items, click HERE
    3. Stock Arrived Today - This will only search for items arrived today based on the frequency of the item.
      1. You can select from the same frequency options as the 'All Titles' option above.
  4. Chose the required History option - This is used to filter the results to specific categories.
    1. Current Orders - Set as current orders to only see orders that are active.
    2. Completed Orders - Set to show only orders that completed on the chosen start date above.
    3. New Orders - Only show new orders that have yet to start.
  5. Chose what Types of Customers to display on the report:
    1. All Customers - Set as 'All Customers' to see both account and non-account customers.
    2. Account Customers - Set this option to only show orders for account customers.
    3. Non-Account Customers - Set this option to only show orders for non-account customers.
  6. Right hand side options - Tick what you require:
    1. Subagents - Tick if you want any Subagent orders to appear on the report.
    2. Standing Qtys - Tick if you also want the Subagent Standing Qtys to appear on the report.
    3. Home Delivs - Tick if you want all home delivery customer orders to appear on the report.
    4. Putaways - Tick if you want all customer putaway orders to appear on the report.
    5. Full Week - Tick to only show customer orders which get every day that the stock arrives during the week. eg. all 6 days of the Australian newspaper (Mon-Sat).
    6. Part Week - Tick to only show customer orders which get only some of the days the stock items arrives during the week. eg. only Wed \ Sat of the Australian newspaper.
    7. Subscriptions - This will only show subscription orders - eg. newspaper subscriptions. A subscription order needs to have a subscription plan linked to it
      8. InfoFor more information about Subscriptions, click HERE
    8. Orders - This will show all orders which are not linked to a Subscription plan.
    9. Only Print Totals - This will not show any customer details. Just the totals per item.
    10. No Charge only - This will only show orders which are not set to charge to the customer's account, eg. orders which are set to 'no charge'.
    11. Check Stops & Starts - This helps to only show orders that are currently active.
      1. If a customer has stopped their order due to being on holiday, during your chosen start date, then they will not appear on the report.
  7. View in Title Order
    1. Tick if you want the report ordered by the stock item.
    2. Untick if you want the report ordered by Customer
  8. View Customer Address labels for this Title - This can be used to print delivery labels for the report results.
    9. InfoChoosing this option will take you to the customer address labels window when you progress. For more information on the Customer Address Labels, click HERE
  9. Select the orientation of how you want the report to print.
    1. Portrait - This will print in the normal Portrait format (top to bottom).
    2. Landscape - This will print in the normal Landscape format (left to right).
  10. Click on Preview or Print.
    1. Click Preview to see the report on screen first, where you can then print.
    2. Click Print to print the report to your windows default printer.

Reading the Report

The report can be run in either Landscape or Portrait. Depending on the format selected above, the two options will have different headings.
Portrait will have the following headings:
  1. Surname - Customer surname.
  2. CusNum - The customer number.
  3. Start Date / Stop Date - the start and stop dates of the order for this title.
  4. Offer - This is the Offer code for the subscription plan the item is on. Usually the supplier would have provided these during subscription setup.
  5. Deliv - indicates Delivery or Putaway.
    1. D = Delivery.
    2. P = Putaway.
  6. Col - This relates back to if the customer is charged to their account or pays on pickup.
    1. 1 = Pay on pick up or on a subscription.
    2. 5 = Account.
  7. Fee - Delivery fee of the order.
  8. Sun-Sat - Quantity supplied for each of the days.
  9. Price - Amount charged for title supplied.
Landscape mode has a few more details as well as the above.
  1. Given name - Customer given name.
  2. Phone - Customer phone number.
  3. Balance - Current balance owed on the customers account.
  4. Perm stop reason - Shows the reason for a permanent stop if there was one.
  5. Address - You will also be able to see the customer address below each entry in landscape view.
If selected, the customer detail information will appear at the top of the report. Underneath customer details, you will see the total qty, broken down for each day of the week, for all stock item.

Saving the Report

You can save the report to a file.
  1. You need to Preview the report.
  2. At the top of the screen, click on the DISK icon.
  3. Select the location to where you want to save the report.
  4. In 'Save as Type' at the bottom, select your chosen file type.
    1. you can chosen between the follow file types
      1. Quick Report Type (.qrp)
      2. Text File (.txt)
      3. HTML document (.html)
      4. RTF file (.rtf)
      5. WMF file (.wmf)
      6. PDF document (.pdf) - This is the most common file type.
  5. Click on Save.
Notes
Export to Excel
This report cannot be exported to Excel..

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