Reports

Print Sales Document Listing

1. Go to Sales → Print Sales Document Listing. Filter the document type you need, such as Sales Quotation, Sales Order, Delivery Order, or Invoice Listing.

2. Filter by Date. If left unchecked, all periods will be displayed.

3. Filter by Area or other criteria (optional).

4. Use the Group/Sort By feature to group results and provide summaries for different categories.

5. Click Apply to generate the listing. If you change any settings in steps 3 or 4, click Apply again to refresh the results.

   

Export Report to Excel

1. Right-click on any column header (title bar).

2. Select Grid Export → Export to Excel.

   

Batch Printing Invoices

To print an entire month's invoices in batch (page-by-page format):

1. Go to Sales → Print Sales Document Listing.

2. Check the Print Document Style option.

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Watch the tutorial video here: Sales Invoicing Batch Print Invoices

Print Outstanding Sales Document Listing

This report helps you track transferred documents, such as identifying outstanding items or seeing which Invoice a Delivery Order (DO) was transferred to.

1. Go to Sales → Print Outstanding Sales Document Listing.

2. Filter the information as needed and click Apply.

3. Criteria Options:

   • Print Outstanding Item: To check items that have not yet been transferred.
   • Print Fulfilled Item: To check documents that have been fully transferred and identify the target documents.
   • Include cancelled documents: Check this to include cancelled documents in the report.
   • Outstanding SO & PO: To check the number of outstanding items from both Sales Orders and Purchase Orders.
   • Transfer Doc Date Follow Filtered Date: Check this if you want the transfer document date to align with the filtered date range.

4. Click Apply.

   

5. To see where a document has been transferred, Preview the report.