This chapter contains these topics:
To review item information
To review open and closed sales orders and invoices
To review customer account information
To print and review order status reports and sales reports
You review and analyze sales order information to track the status of sales orders and invoices and accurately plan for future needs. For example, you can monitor quantity information about how many items on a sales order are backordered. Or, you can review the present status of any order, such as orders that are on hold.
Complete the following tasks:
Work with item information
Work with customer and sales information
When entering or reviewing a sales order, you can quickly access item information, such as item number, availability, quantity cost-breaks, and so on. This is helpful when you are speaking directly to the customer. In previous releases, when a location with a lot number was selected from Item Search, the item, branch, and location were loaded into the original screen from which the Item Search was called. The lot number was not carried back, which forced the user to write down or memorize the lot number and then manually type it into the screen that was being used. Now the lot number is also loaded from the Item Search to the original screen, which streamlines the search process and minimizes errors resulting from manual entry of lot numbers.
You can access information about customer accounts and open and closed sales orders. For example, you can use the Check Credit program to compare a customer's total accounts receivable and open orders with their credit limit. You can also review sales history information and billing information that doesn't print on the invoice that the customer receives. The Credit Check program includes the ability to display customer credit information by currency. If you operate in a multi-currency environment, you can specify the currency to use when displaying customer credit information.
You can generate several reports that allow you to review customer and sales information, including:
Open Orders by Item
Open Orders by Customer
Held Orders
Backorders to Fill
Sales Order Detail Ledger
Sales Analysis Summary