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Sale Order Reports

Reports characteristics and features


Date Filter: Filter reports by date range, including options for:

  • Daily
  • Monthly
  • Yearly

Search Filter: Quickly find specific items using a search function, allowing users to filter reports by item name, code, or description.

1. Sales Order By Monthly

This report provides a summary of sale orders by month, offering insights into sales trends and performance over time.

Report Details

  • Sale Order Number
  • Customer Name
  • Order Date
  • Total Sale Amount
  • Status (e.g., Pending, In Progress, Completed)

Date Range: Select specific months or a range of months

Customer: Filter by specific customer(s) or customer group(s)

Status: Filter by sale order status (e.g., Pending, In Progress, Completed)

Product/Service: Filter by specific product(s) or service(s)

2. Sales Order By item

This report provides a detailed analysis of sale orders by item, offering insights into product sales performance and customer demand.

Analyze sales performance by item

  • Identify top-selling and slow-moving items
  • Understand customer demand and preferences
  • Inform inventory management and replenishment decisions
  • Optimize pricing and product offerings
  • Drill down to view detailed sales data for each item
  • View sales history and trends for each item
  • Analyze sales performance by customer, region, or sales channel

3. Sales Order By Customer

This report provides a detailed analysis of sale orders by customer, offering insights into customer purchasing behavior and sales performance.

Analyze sales performance by customer

  • Identify top customers and loyalty trends
  • Understand customer purchasing behavior and preferences
  • Inform sales and marketing strategies
  • Improve customer relationships and retention