Sales and Cancellations

Originally written by John Hardwick, last updated Apr 29, 2024, on the Swan Retail knowledge base (FRS).

Part of: Sales Reports

An audit detailing bookings and cancellations of sales orders within the specified date range showing product, customer, selling value, margin, and salesperson(s)

This report automatically senses if the selling location is tax inclusive or exclusive and shows the appropriate selling price for that location.

The report will highlight ‘held’ sales orders using a yellow background.

The sales order report when not grouped by location omits the grey location header and the location subtotal.

When using the highlight function, the report highlights items and orders matching the specific highlight criteria.

Selection Criteria

Run time choices.

• Report Group

  • Sales Order / Daily / Weekly / Monthly / Product Group / Source of Business

• Group by Location

  • Yes / No

• Restricted Location(s)

• Format

  • Summary / Detailed / Totals (Product Group)

• Date Range

• Include on Hold Orders

  • Yes / No

• Highlight Orders With

  • No Highlighting / Zero Costs / Zero Selling Prices / Margins Below Specific Threshold

• Highlight below

• Include order lines where the sum of adjustments is zero.

  • Yes / No

• Source of Business

Print Sequence

As indicated by blue numbered squares in the report example.

1 Location (if selected)

2 Report Group

3 Sales Order

Report Totals

As indicated by yellow numbered squares in the report example.

1 Location (if selected)

2 Report Group

3 Total

Printed Fields

Fields printed on the report.

• Selling Location (if selected)

• Sales Order Number

• Pad Reference

• Order Date

• Transaction Date

• Customer Number

• Customer’s Full Name

• Cost

• MRP / RRP / MSRP

• Tax / VAT

• Net Price

• Selling Price

• Gross Profit

• Salesperson

• SKU

• Stock / Inventory ID

• Supplier / Vendor

• Range / Collection

• Product Description including Options

• Quantity

• Source of Business (when grouped by it)

Attachments (4)

image-20230630-104309.png
188 KB

image-20230630-104455.png
190 KB

image-20230630-104611.png
80.5 KB

image-20230630-104720.png
219 KB