Special Customer Orders Report
The Special Customer Orders Report provides a list of all your past and current Special Customer Orders. It is useful for reviewing what a customer has ordered previously or for identifying outstanding orders that were created but never arrived in store.
For more information about our Quote & Invoice Management, click HERE.
Generating the Report
- From the main screen of Retailer, go to Tasks → Special Customer Order Management.
- Click on the Cust. Orders Report button at the bottom.
Report Options
- Customer Details - Select between showing all customers, or enter a customer number to look at their specific history.
- Supplier Details - Select a specific supplier to limit the report to only items ordered from that supplier.
- Order Status Details - You can optionally limit the report to only show orders that are still pending, orders that have been sent to the supplier but have not been arrived, or orders that have arrived in store. Pending orders can be further limited to items that have been stocked before or new items that have not yet been added to your system.
- Dates Orders Were Created - Select a start & end date to limit the report to orders created between those dates
- Dates Orders Were Received - Select a start & end date to limit the report to orders that were arrived between those dates
- Visual / Printing Options - Ticking 'Show Locales' will add locale information to the listed stock items if any is available. Click HERE for more.
The Special Customer Orders report does not differentiate between arrived orders that have been collected and those that have not.
Exporting the Report
You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:
- PDF - Click on the red PDF button at the top of the report and choose your save destination.
- Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button to choose your save destination. Click OK to save the file.
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