Easily check an analysis of your Sales Orders.
Introduction
You may export a Sales Order Analysis Report.
Where a client has a home branch, and purchases goods from your company at multiple branches, you can select several branches to report in one exported spreadsheet.
Sales Analysis export report
This is useful where a Client purchases from multiple branches, and you wish to report on sales across all Branches.
- Start at Receivables > Export Sales Analysis export.
- Select the search criteria you want from Client, Sales order date - start, Sales order date - end, Sales order margin status selection, Sales order type selection, Sales order status selection.
- Branch: Select one or multiple branches to report, or leave blank for all Branches. Refer below for selecting multiple branches.
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Click Export report. This will produce a spreadsheet of your report.
Select Multiple Branches
- Click the selection icon beside the Branch field.
- Tick the checkbox for each branch that you want to select. Note, leave this field blank to report for all branches.
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