The Sales Order report displays details of all sales orders generated by the selected users in the hierarchy in the specified date range. This report can be sorted and generated user and product-wise.
Reports >> Sales
Order
The Sales
Order report displays details of all sales orders generated by the selected
users in the hierarchy in the specified date range. This report can be
sorted and generated user and product-wise.
The report displays, (1) company name, (2) sales order number, (3) sales order date, (4) sales order amount, (6) sub-total amount (user and product wise), and (7) grand total amount.
In addition, a user can export this to an MS Excel sheet.
Notes: • The grand total amount is the summation of all sub-total revenues (user and product-wise). • As a user clicks the Company Name, the system displays the lead details in the lead details page. |
To generate Sales Order report:
1. Select Leads if you want to generate Sales Order report for leads OR Select Accounts if you want to generate Sales Order report for accounts.
2. Select user(s) from the hierarchy. You can also select a region, if you want to select user(s) from specific region.
3. Select search criteria User wise or Product Wise.
4. Select from date.
5. Select to date.
6. Select product(s) from the list.
7. Click on Submit.
Related Links:
Copyright 2000-2009 pmamcrm.com Web-based Customer Relationship Management (CRM)
