Sales Order Activity By Date

What is Sales Order Activity By Date?

The Sales Order Activity By Date report in XoroERP is a valuable tool for businesses to manage sales orders, track inventory, and ensure efficient order processing. By providing detailed insights into sales order activity within specific date ranges, this report empowers businesses to streamline their operations, prioritize tasks, and deliver exceptional customer service.

To access Sales Order Activity By Date, go to Menu > Reports > Sales > Sales Order Activity By Date

This Fiscal Year

Key Features:

1. Date Range Selection: The report allows users to specify a date range of their preference. This flexibility enables businesses to analyze sales orders over specific periods, whether it's daily, weekly, monthly, or custom date ranges.

2. Detailed Item Information: Once the date range is selected, the report provides a detailed breakdown of sales orders processed or registered within that period. Users can view information such as item names, quantities ordered, order dates, customer details, and order statuses.

3. Priority Management: By displaying items grouped according to the selected date range, businesses can effectively prioritize their shipping tasks. This feature enables users to identify orders that are pending shipment, ensuring timely processing and delivery to customers.

4. Inventory Management: The report assists businesses in managing their inventory by providing insights into the products that have been ordered within the specified date range. This information is valuable for stock replenishment, forecasting demand, and optimizing inventory levels.

How to Use the Report:

1. Accessing the Report: Navigate to the Reports section within your XoroERP dashboard. Locate the "Sales Order Detail By Date" report from the list of available reports and click on it to open.

2. Date Range Selection: Upon opening the report, you'll be prompted to select a date range. Choose the desired start and end dates for the period you wish to analyze. You can select predefined ranges like "Today," "This Week," "This Month," or specify a custom range.

3. Previewing the Report: After selecting the date range, click on the "Preview" button to generate the report. The system will compile the sales order details based on your specified date range and display them in a tabular format within the report interface.

4. Analyzing the Data: Review the information presented in the report, including item names, quantities, order dates, and customer details. Use this data to gain insights into your sales performance, track inventory movements, and identify any pending orders that require attention.

5. Taking Action: Based on the insights obtained from the report, take necessary actions to manage your sales orders effectively. This may involve prioritizing shipping tasks, coordinating with relevant departments for order fulfillment, or adjusting inventory levels as needed.

6. Exporting or Printing: If required, you can export the report data to various formats such as PDF or CSV for further analysis or printing purposes. Utilize the export options available within the report interface to save or print the report as per your requirements.

Fields

In the context of XoroERP's Reports module, let's break down the details of each field commonly found in a Sales Order Activity By Date report:

Field	Description
Month	The "Month" field typically represents the month in which the sales order was created or processed. When generating the report, the system retrieves the creation date of each sales order and extracts the month component to populate this field.
Created Source	: The "Created Source" field indicates the source or origin of the sales order within the ERP system. It represents various sources such as manual entry, online orders, POS (Point of Sale), etc. During report generation, the system retrieves the source information associated with each sales order from the database.
Amount	The "Amount" field represents the total monetary value of each sales order, before any discounts or taxes are applied.
Discount	The "Discount" field denotes any discounts applied to the sales order, reducing the total order amount.
Net	The "Net" field represents the net amount payable for each sales order after deducting any discounts or adjustments.
Qty	The "Qty" field indicates the quantity of each product or item ordered in a sales order.
Order #	The "Order #" field serves as a unique identifier for each sales order, allowing for easy reference and tracking.

Report Headers

• Refresh: This allows you to refresh the search results after changing the search criterion.

• Toggle Print View: This feature enables you to switch the display mode specifically for printing the report. When activated, it adjusts the formatting and layout of the report to optimize its appearance when printed out.

• Toggle Parameter Area: This functionality enables you to switch the parameter area's visibility, located on the right side of the Sales Order Activity By Date Window. Toggling this setting allows you to show or hide the parameter options, giving you more control over the display and customization of the report details.

• Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS Excel (.xlsx), catering to diverse user preferences and use cases.

• Advanced Search: The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria facilitating precise and tailored searches.

• Zoom In and Zoom Out: These features in XoroERP's reporting module allow users to adjust the view of the report according to their preferences. Zooming In increases the size of the report elements, making them easier to read and analyze, while Zooming Out decreases the size for a broader view. These options are particularly useful when dealing with detailed reports or when users need to focus on specific sections of the report.

• Toggle Full Page Width: This feature enables users to toggle between displaying the report at its full page width or adjusting it to fit the screen width. When toggled to Full Page Width, the report expands to utilize the entire width of the viewing area, ensuring that all elements are fully visible and enhancing readability. On the other hand, toggling off Full Page Width may be useful for viewing multiple reports simultaneously or when a narrower view is preferred for better organization of the workspace.