Purpose: You can perform the following actions on the Sales Summary page.
• Restrict the Displayed Data Based on Entity
• Display Sales Summary Data for the Current Date, Week, or Month
• Sort the Displayed Information
• Display Summary Data by Order Type or Delivery Type
Note: The activity summary tiles at the top of the page are display-only.
For more information:
• Sales Summary for an overview of the Sales Summary page.
• Fields on Sales Summary for a description of the fields on the Sales Summary page.
Select Refresh at the upper right to update the totals displayed on this page.
Restrict the Displayed Data Based on Entity
If the current company supports multiple entities, you can select an Entity from the drop-down field above the sames summary tiles to restrict the displayed data to that entity.
Display Sales Summary Data for the Current Date, Week, or Month
Optionally, select the Sales Today, Sales This Week, or Sales This Month tile to display sales totals for the selected time period in the Sales Summary Table Fields and Sales Bar Chart.
See Sales Summary Tile Fields for information on the contents of these tiles.
Sort the Displayed Information
Optionally, click any of the headings on the summary table to sort the table based on that column. Click again to toggle the sort between ascending or descending order.
For example, click Unit Count to sort the table in ascending order by unit count. Click Unit Count again to sort the table in descending order by unit count.
Grouping: If integration with Order Broker is in use, the summary table fields include sub-entries for Order Type or Delivery Type. When you sort the displayed data, the grouping of the sub-entries are retained within the main entry.
Example: For the current date there are 600 shipments on orders for the Web Order type, including 100 Direct Delivery order shipments and 300 Store Pickup order shipments. Also for the current date, there are 150 Phone Order shipments, all of them for Direct Delivery orders. The View is currently set to Order Type. When you sort in ascending order by Invoice Count, the sort is:
• Order Type: Web Order:
• Direct Delivery: 100
• Store Pickup: 300
• Order Type: Phone Order:
• Direct Delivery: 150
Display Summary Data by Order Type or Delivery Type
Use the View option above the order summary table to toggle between displaying totals broken out by order type or by delivery type.
When this option is available, you can also:
• If the View is set to Order Type: Expand a displayed Order Type to see sale totals for each Delivery Type processed for the order type, for example, the sales processed for store pickup orders that originated in the Web order type.
• If the View is set to Delivery Type: Expand a displayed Delivery Type to see sale totals for each Order Type processing that Delivery Type.
This option is available only if the integration with Order Broker is in use, based on whether the Use Merchandise Locator (I38) system control value is selected.
See Fields Displayed for Summary Table When Order Broker Integration is in Use for more information.
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