Sales Order Register Report overview

The summary register includes this information:

• Orders by type
• The number of orders
• Net sales
• Cost of goods sold
• Margin
• Margin percentage
• CODs
• Down payments
• Total order value

The amount that is used to calculate the margin is either the total line amount or the lump sum amount. The margin is that amount minus whole order and special discounts, and minus the total cost. This amount is divided by cost or net amount, which is determined by the To Calculate Margin % Divide By field in SA Administrator Options-Documents-Sales Orders-Processing . If you divide by cost, the amounts reflect the markup, instead margin. Corrections orders with no cost, and orders with no shipped quantity, display a margin percent of 100 percent.

When the Total Order Value for the Totals page is calculated, the quantity ordered for a line item is used. The shipped quantity is never used, even when a line or order can be shipped. Restocking, core charges, authorization numbers, and special price/cost unit are included with the line item detail.

The total Net Sales amount may not equal the Total Order Value for an order type if you specified a product range. Net Sales includes all line items on the order. Total Order Value is specific to the product that is specified in the range.

Rebates are included in the margin calculation only if these options are selected in SA Administrator Option-Sales History:

• Subtract Customer Rebate from Price
• Subtract Vendor Rebate from Cost

If rebates are used to calculate margin, a letter r is displayed next to the Margin % on the report.

Margin and margin percent amounts for lost business lines are not calculated and are netted out of the order summary section of the report. A separate totals for this information is included on the report, if applicable:

• Number of lost business lines
• Net sales amount
• Total order value for lost business lines

If No is selected in the Allow User to View Costs field on your operator record, costs and margins do not print on the report.

Any changes that are made to defaults on the order header after lines have entered on an order, affect subsequent lines only. Default information and any changes to the order header are shown correctly on the Sales Order Register Report, but the original lines do not show any changes.

Because many ranges and options are available, only request the information that you must review. The report can become lengthy and difficult to analyze. If you specify a range in the Customer # and Stage Code ranges, the report processes faster because these are indexed fields. These fields are also indexed:

• Order # and Stage Code range
• Stage range for orders that are not invoiced

  To exclude canceled quotation orders (QU), specify 0 in the beginning range and 1 in the ending range. Because a quote can only have a stage of 0-Entered or 9-Canceled, canceled quotes are not included.

• Invoice Date for invoiced orders