Orders for Title Report

Orders for Title Report

This is for Newsagencies Only

Generating the Report

From the main screen of Retailer, click on Reports -> Customer -> Orders for Title.

There are a few options that can be set here:
Start Date - This is the date that the report will use to check if it is current - Leave it as today's date for current orders

All Titles - Using this will allow you to select orders based on the frequency of the stock item. Tick all options on the right to search for all items.
Selected Title - This will allow you to select a specific item to search for using the item's PLU.
Stock arrived today - This will only search for items arrived today based on the frequency of the item - Tick all boxes on the right to find all todays arrivals.

  1. History - Used to filter the results to specific categories.
    Current orders - Set as current orders to only see orders that are active.
    Completed orders - Set to show only orders that completed on the start date above.
    New orders - Only show new orders that have started.
  1. Types of Customers - You can select a specific customer group here.
    All customers - Set as all customers to see both account and non-account customers.
    Account customers - Set this option to only show orders for account customers.
    Non-Account Customers - Set this option to only show orders for non-account customers.
  1. There are a number of options to the right of the window.
    Tick any options on the right you wish to include in the report.
  2. The option Only print totals, will not show each customer and their order, just the totals per item.
  1. View in title order will switch the order of information between sorted by customer name or stock item.
  2. View customer address labels for this title can be used to print delivery labels for the report results.
    Choosing this option will take you to the customer address labels window when you progress.
    https://help.towersystems.com.au/portal/en/kb/articles/customer-address-labels

Click Print or Preview, and the report will print or appear on screen.

Reading the Report

The report can be run in either Landscape or Portrait and depending on the format selected in the options 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 the item is on. Usually the supplier would have provided these during subscription setup.
  5. Deliv - indicates Delivery or Putaway
    D = Delivery
    P = Putaway
  6. Col - This relates back to if the customer is charged to their account or pays on pickup
    1 = Pay on pick up or on a subscription
    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
You will also be able to see the customer address below each entry in landscape view.
      

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