Sales Order Report :

The Sales Order Report provides a comprehensive summary of sales orders, including customer details, quotation references, order and service dates, expiry dates, and the current status of each order. It tracks additional data such as the technician assigned, facility details, and any tags related to the order. The report also includes timestamps indicating when and by whom the sales orders were created. Export options allow users to download the report in Excel or PDF formats for further analysis.

Benefits of the Sales Order Report:

Streamlined Sales Tracking:
- Offers a centralized view of all sales orders, ensuring efficient monitoring of order statuses and timelines.
Improved Customer Management:
- Provides detailed customer information, supporting better communication and service delivery.
Enhanced Operational Efficiency:
- Tracks service and expiry dates, helping businesses stay on schedule and meet deadlines.
Accountability:
- Logs details of who created the order and when, promoting transparency and accountability within the team.
Data-Driven Insights:
- Enables analysis of sales performance and order trends, aiding in decision-making and strategy development.

This report is a valuable tool for managing sales operations, ensuring timely fulfillment, and maintaining strong customer relationships.

Here is a reference video:

From the menu, click on Reports and then click on All Reports.

At the reports page, under FSM click on Sales Order Report.

Upon clicking, the following report page will appear as shown.