Setting a sales reports to display sales orders and not sales invoices

Overview  

In Sales Report you can view order but Sales Order as well as the default Sales Invoice view

Usage

With your sales report open, click the filters button and scroll down. Near the bottom of the popup you will find a Sales Orders filter, which when enabled will show information relating to your sales orders, instead of sales invoices.

• Related Articles

• Sales Order Data Import Mapping

  Information This page contains the field mapping requirements for importing existing sales orders into Khaos Control Cloud (KCC). MANDATORY FIELDS Mandatory fields vary depending on the complexity of the data you are intending to import. Notes A ...

• Report UK sales or Rest of the World sales

  Overview Sometimes you may need to report on sales split by region. Usage The inbuilt sales reports will give you this information, it just needs filtering to your requirements. Go to [Reports] Select any of the first 4 reports. Product Sales Product ...

• Edit Sales Orders in Sales Invoice Manager

  Overview The below will show you how to edit sales orders in Sales Invoice Manager. Usage Open Sales Invoice Manager. Locate the order you wish to edit. If the order is in a non-editable stage, drag and drop the order into Staging. Open the order and ...

• Lost Demand in Sales Orders

  Overview This video will show you how to use lost demand in sales orders and report on lost demand items. Lost demand is where the customer no longer wishes to purchase an item either because they have found it cheaper elsewhere or it might be out of ...

• Authorise Payment Stage within Sales Invoice Manager

  Overview Sales Invoice Manager (SIM) will not let you pass the Authorise payment stage without having the payment authorised. This is designed as a failsafe so that sales orders cannot be processed without being paid for or being on account. Usage ...