Open Orders Export

Originally written by John Hardwick, last updated Nov 05, 2024, on the Swan Retail knowledge base (FRS).

Part of: Sales Reports

This audit is designed to be used as a data feed for a spreadsheet / third party data manipulation and presents a list of sales orders where actions are required to complete the sale.

The on-screen display may show overlapping text however this is due to the fact the report has been designed to generate a data export file.

Selection Criteria

Run time choices, user selectable.

• Orders Entered up to Date & Time

• Restricted Location(s) - Selling Location

• Salesperson

• Include Quotes

  • Yes / No

• Include Held Orders

  • Yes / No

• Report Detail

  • Order Summaries / Order Lines

• Include

  • All Orders / Orders with Open Services Only / Omit Orders with Open Services

Print Sequence

Not applicable.

Report Totals

Not Applicable.

Printed Fields

Fields printed on the report.

• Sales Order Number

• Sales Pad Reference

• Quote Indicator

• Full Customers Name

• Salesperson

• Number of Lines On Demand

• Number of Lines On Order

• Number of Lines In Stock

• Number of Lines Delivered

• Sales Order Date

• Due Date

• Cost In Stock

• Cost Not In Stock

• Balance Due

• Deposit Held Ex Finance

• Approved Finance

• To deliver Value

• Sales Order Total

• Selling Location

when run with Sales order lines additional fields are - (Blue Italics)

• Selling Price

• Product Description

• Product Category

• Supplier / Vendor Name

• Range / Collection Name

• Product Group Description

• Quantity

• Stock Location

• Stock Detail ID

• Special Order Indicator

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