Users can access the report menu screen by clicking the "Reports" button on the toolbar.
If the "Reports" button is not visible, this could be due to:
Once the "Reports" button is selected, the "Reports Menu" appears.
From this menu, the user can select from several sales, billing, and shipment-related reports.
The back order report allows customers to view their pending back orders.
To use the back order report, select the report sorting order.
The back order report can be sorted:
Then click the "Submit" button to view the results.
The "Sales Ranking Report" allows customers to view a ranking of their purchases depending upon certain search criteria or "filters".
The report can be filtered according to purchase date range, the # items returned, and by manufacturer.
Once the search criteria has been entered, click the "Submit" button to view the results.
The "Order/Purchase History Report" allows customers to view their purchase history depending upon certain search criteria.
The report can be filtered by parts number(s), purchase order number(s), order date range, and by invoice date range.
The results can be sorted by either:
Once the search criteria has been entered, click the "Submit" button to view the results.
Please Note: At least one of the search criteria items must be completed.
The "Order Status Report" allows customers to view the status of their orders.
This report can be filtered by part number(s), purchase order number(s), and by order date range.
The results can be sorted by either:
Once the search criteria has been entered, click the "Submit" button to view the results.
Please Note: At least one of the search criteria items must be completed.
The "Open Invoices Report" allows customers to view all open invoices and related shipment tracking information if applicable.
The "Tracking Number Report" allows customers to view their order/shipment tracking information.
Click on the tracking number links to view the respective shipper/tracking information.
This report can be filtered by purchase order number, invoice number, shipping date range, and invoice due date range.
Please Note: At least one of the search criteria items must be completed.