Order Report

Overview:

The Order Report lists all orders on file for the desired date range. This report can run in summary or detail and for one or all vendors. An example is shown below:

Things to know!

This report will only be accessible and visible to users who are given access to this report function.
The Ordering Report will list all orders, for a selected date range, for one or all vendors, in summary, or with Item detail.
For more information on Orders please see help for entering Orders: Entering Orders.

Report Parameters

To Run an Order Report, use the Sidebar to navigate to the Ordering menu option and then select the Order report. Upon selection, a Report Parameters screen like the one below will display:

Site Group: If you have set up a Site Group then you can use the drop-down to select a group.

Site: If you have multiple Sites, then you can use the drop-down to select a Site.

Begin Order Date: From the drop-down calendar, select a starting date range.

End Order Date: From the drop-down calendar, select an ending date range.

Detail or Summary: From the drop-down, select detail or summary. The Detail option will include the Inventory Items on the order. The summary option leaves out the Inventory Item detail. Samples of detail and summary reports are displayed below.

Inventory Department: Use the drop-down if you would like to run the report for a selected Inventory Department.

Inventory Category: Use the drop-down if you would like to run the report for a selected Inventory Category.

Inventory Group: Use the drop-down if you would like to run the report for a selected Inventory Group.

Vendor: If you want to view only one Vendor, use the drop-down search to select the Vendor.

Run Report: Once you have selected your report parameters, click the Run Report button to list the report.

Ordering Report - Summary:

Selecting to run the Ordering Report, in Summary mode, will display a report similar to the one below.

The Ordering Report Summary lists the Site, Vendor, Order Number, Order Date, Delivery Date (as entered in the Order), and Order Amount. It does not include the Inventory Item detail for each Order. The summary is an easier way to see all your orders or to find a specific order. Please note that the Order Number is in blue - this means you can drill down by clicking on the Order Number to see the Inventory Item detail. An example of drilling down for the detail is displayed below:

Report Options: For a description of the toolbar provided at the top of the report, please see "Report Options" for help. Report Options link.

When you see this button it means a sort option is available to display the transactions in ascending or descending order (from lowest to highest or highest to lowest). Click on the button to invoke the sort option. Click once for lowest to highest. Click again to reverse the sort to be for highest to lowest.

Ordering Report - Detail:

Selecting to run the Ordering Report in Detail will display a report similar to below:

The Detailed Ordering Report provides a summary of each Order and it includes the Inventory Item detail (vendor item information, quantity, pack size, pack price, and total cost) for each order.

Report Options: For a description of the toolbar provided at the top of the report, please see "Report Options" for help. Report Options link.

When you see the above button it means a sort option is available to display the transactions in ascending or descending order (from lowest to highest or highest to lowest). Click on the button to invoke the sort option. Click once for lowest to highest. Click again to reverse the sort to be for highest to lowest.