Order

Report

Price

Sales Order Deposits   SO-100  (pdf 9 kb)
This report provides a listing of all credit card deposits on Sales Orders sorted by Sales Order Number. The report also includes Sales Order Date, Customer #, Bill to Name, Cardholder Name, Card #, Expiration Date, Authorization # and Deposit Amount.

$ 300.00

Salesperson Sales Order Recap - Invoiced Sales Order Only
SO-101  (pdf 8 kb)
Produces a report of invoiced sales for one salesperson between specified beginning & ending sales order dates. Report is sorted by sales order number.

Sales Order History Report by Sales Order #  SO-102 
(pdf 17 kb)
Shows Sales Orders by Order Number with Items on S.O. and lots of related information.

Sales Order History Report By Salesperson  SO-103 
(pdf 33 kb)
This report produces a detailed list of active and completed sales orders by salesperson for a range of sales order dates. It includes regular, special and miscellaneous line items associated with each order, specifies whether the items have been shipped or back ordered, and identifies the price, discounts applied, freight and sales tax. Orders are subtotaled by salesperson.

$ 325.00

Quantity Ordered - By Item By Month   SO-104  (pdf 19 kb)
Shows total quantity ordered by part number to estimate future demand for products.

$ 325.00

Open SO Report by Warehouse  SO-105  (pdf 5 kb)
Produces report of open sales orders for a specified warehouse sorted by order number.

$ 325.00

Backorder Report by Invoice Date   SO-106  (pdf 8 kb)
This report produces a list of invoiced backorders for a range of specified dates.

$ 325.00

Invoice Gross Margin using Standard Cost   SO-107  
(pdf 14 kb)
This report calculates Margin % and Gross Profit $ on invoice detail lines using standard cost regardless of inventory valuation method. The report may be used to determine whether pricing to customers is sufficient and/or overpriced by examining the margin percentages. Note that the Total for Invoice Extension does not include miscellaneous charges and the page header doesn't appear on the drill down.

$ 325.00

Quantity Shipped Report by Item   SO-108  (pdf 34 kb)
This report demonstrates a customer's buying pattern for inventory items. It produces a list of items purchased by customer for a specified time period. It may also be used to view what items a customer purchases, the customer's demand for a particular product, and the cycle in which they purchase these items.

$ 300.00

Quantity Shipped by SalesPerson, Customer & Item   SO-108a  (pdf 14 kb)
This report demonstrates a customer's buying pattern for inventory items. It produces a list of items purchased by salesperson, customer and item for a specified time period. It may also be used to view what items a customer purchases, the customer's demand for a particular product, and the cycle in which they purchase these items.

$ 300.00

Commission Based on % off List Price using Table for Rates
SO-109  (pdf 10 kb)
This report uses a different commission rate depending on the percentage of difference between list and sales price. The report also establishes different commission rates depending on product line. The report is designed to reward salesmen by increasing their commission when they sell at lower discounts.

$ 325.00

Monthly Sales Recap - By Product Line & YTD Gross Profit - All Warehouses   SO-111  (pdf 14 kb)
An excellent management report highlighting Period to Date and Year to Date Sales, Gross Profit and Gross Profit Percentage for the top 4 product lines. The report sorts the product lines by highest product line YTD Sales Dollars. The report includes three graphs: A bar graph comparing YTD Sales with Gross Profit by product line. Two pie charts, one showing YTD Sales by product line and the other showing YTD Gross Profit by product line. Note: This is the same report as maso112 except sorted by YTD Sales instead of YTD Gross Profit. Both reports are available for a package price of $750.

$ 500.00

Monthly Sales Recap - By Product Line & YTD Gross Profit - All Warehouses  SO-112  (pdf 15 kb)
An excellent management report highlighting Period to Date and Year to Date Sales, Gross Profit and Gross Profit Percentage for the top 4 product lines. The report sorts the product lines by highest product line YTD Gross Profit Dollars. The report includes three graphs: A bar graph comparing YTD Sales with Gross Profit by product line. Two pie charts, one showing YTD Sales by product line and the other showing YTD Gross Profit by product line. Note: This is the same report as maso111 except sorted by YTD Gross Profit instead of YTD Sales. Both reports are available for a package price of $750.

$ 500.00

Highest Margin Report by Item   SO-114  (pdf 10 kb)
This report provides a listing by Item Number, sorted by highest Gross Margin percentage. The report includes Item Number, Description, Quantity, Total Dollar Sales and Cost of Sales amounts as well as Gross Margin Percentage. You enter a beginning and ending date for the report to pull information. This is a great report to see what items are providing the highest Gross Margins and the Dollar Sales associated with that Gross Margin.

$ 350.00

Highest Sales Volume Report by Item   SO-115  (pdf 10 kb)
This report provides a listing by Item Number, sorted by highest Dollar Sales amounts. The report includes Item Number, Description, Quantity, Total Dollar Sales and Cost of Sales amounts as well as Gross Margin Percentage. You enter a beginning and ending date for the report to pull information. This is a great report to see what the Gross Margins are for your best selling items in terms of Dollar Sales.

$ 350.00

YTD Actual Sales - By Salesperson - By Month   SO-116  
(pdf 5 kb)
This report runs YTD Sales by Salesperson for each month.  The report gets its data from A/R invoice history and groups invoice totals by the original salesperson on the invoice.   It can be run for any period 1-12, assuming a calendar year) and for any year.  Any future months are suppressed.  This is a great report for analyzing and comparing salespeople on your sales force.

$ 350.00