Order Entry dashboards and reports

Canceled Customer Orders

This list shows the reports on the dashboard:

The Orders Placed vs Orders Canceled by Sales Representative report shows orders canceled by sales representative.
The Canceled Order QTY vs Customer Orders QTY by Month report shows the canceled order quantities by order over time.
The Canceled Orders by Location report shows the number of canceled orders based on location.
The Canceled Orders by Reason report shows the number of canceled orders by reason.
The Canceled Orders by Month report shows canceled order trend month over month.

This list shows the filters you can use to slice data:

Company
Customer
Customer name
Customer order inventory location
Customer order source description
Order type
Year
Year/month

Canceled Customer Order Detail

The Canceled Customer Order Detail dashboard has a report by the same name. The report includes customer status, order source, order type, tax details, inventory location, hold code, goods amount, total AOC amount, freight charge amount, open order amount, customs total, inventory goods amount, sales tax, tax total, and order totals.

Click the Customer Order number in the report to redirect you to the Customer Order Lines dashboard which shows supporting detail of the order clicked based on the filters selected.

This list shows the filters you can use to slice data:

Company
Customer
Customer name
Customer Order
Customer Order Cancel Credit Reason Code
Customer order inventory location
Customer order source description
Order type
Year
Year/month

Customer Orders

The Customer Orders dashboard has reports that show summarized information about orders based on order source, description, aging bucket, and order type.

This list shows the reports on the dashboard:

The Orders by Source report shows number of orders based on order source description.
The Orders vs Returns by Month Compares report number of orders with number of returns based on year/month.
The Orders by Type report shows number of orders based on order type.
The Order Aging report shows number of orders based on aging bucket.

This list shows the filters you can use to slice data:

Backorder
Bill Postal Country
Company
Customer
Customer name
Customer Order inventory location
Customer Order Return Status
Customer Order Ship To Country
Customer Order source description
Customer Order Status
Customer Order Tax Status
Order Type
Year
Year/month

Customer Order Detail

The Customer Order Details report shows the detailed report of customer order details which includes customer status, order source, order type, tax details, inventory location, hold code, goods amount, total addon charge amount, freight charge amount, entered discount, gross amount, net amount, open order amount, customs total, inventory, and non inventory goods amount

By clicking Customer Order number, you are redirected to Customer Order Lines dashboard which shows the detail report of customer order lines based on the filters selected.

This list shows the filters you can use to slice data:

Backorder
Company
Customer
Customer name
Customer Order
Customer Order inventory location
Customer Order source description
Customer Order Status
Order type
Year
Year/month

Customer Order Lines

The Customer Order Lines report shows the detailed report of Customer Order Lines which includes customer item, item type, line number, sales class type, tax details, gross amount, sell unit price, unit cost, unit price, shipped quantity, and order quantity.

This list shows the filters you can use to slice data:

Backorder
Company
Customer
Customer name
Customer Order
Customer Order inventory location
Customer Order Line Type
Customer Order source description
Customer Order Status
Item Description
Item Number
Order type
Year
Year/month

Customer Order Return Details

The Customer Order Return Detail report shows the customer order return detail such as invoice number, reason code, status, freight charge, number of returns, and undecided count.

Click the Customer Order Return number in the report to redirect you to the Customer Order Return Line Details dashboard which shows the detail of return lines based on the filters selected.

This list shows the filters you can use to slice data:

Company
Customer
Customer name
Customer Order Return
Customer Order Return location
Customer Return Reason
Customer Order Return Status
Order Entry Currency
Year
Year/month

Customer Order Return Line Detail

The Customer Order Return Line Detail report shows detailed information about customer order return lines. The report includes customer order, return, item, line type, reason code, customs total, detail quantity, entered price, entered unit cost, quantity, unit price, and unit cost

This list shows the filters you can use to slice data:

Company
Customer
Customer name
Customer Order Return
Customer Order Return location
Customer Order Return Reason
Customer Order Return Status
Item Description
Item Number
Line Return Reason
Line Type
Order Entry Currency
Year
Year/month

Item Analysis

The Item Analysis dashboard has these reports that show summarized information of item quantity, top returned quantity, and sales quantities.

This list shows the reports on the dashboard:

The Item Quantity By Month report shows order quantity based on year/month.
The Canceled Orders by Month report compares number of orders canceled against canceled quantity based on month.
The Top Returned Items by Quantity report shows top returned item quantity per item.
The Item Sales Quantity report shows sales quantity per item.

This list shows the filters you can use to slice data:

Company
Customer
Customer name
Customer Order inventory location
Customer Order source description
Customer Order Status
Customer Order Tax Status
Item Description
Item Number
Order type
Year
Year/month

Order Analysis

The Order Analysis dashboard has reports that show the summary of goods amounts based on month, items ordered and compares the values.

This list shows the reports on the dashboard:

The Order Breakdown by Month report compares entered payments, freight totals, insurance totals, customs totals, goods amounts, and order discounts.
The Goods Amount by Month report shows the goods amount summarized by month.
The Items by Order report is a detailed report of items ordered with the order number, quantity, unit price, customs total, freight total, insurance total, and discounts taken.

This list shows the filters you can use to slice data:

Backorder
Bill Postal Country
Company
Customer
Customer name
Customer Order inventory location
Customer Order Ship To Country
Customer Order source description
Customer Order Status
Customer Order Tax Status
Order type
Year
Year/month

Orders By Location

The Orders By location dashboard has reports that show summarized information of goods amount, entered discount, delivered tax total amount, and total add on charge amount based on inventory locations.

This list shows the reports on the dashboard:

The Total Amount by Location report shows goods amount based on inventory location.
The Discounts by Location report shows entered discount based on inventory location.
The Total Tax by Location report shows delivered tax total amount based on inventory location.
The Total Add On Charges by Location report shows total add on charge amount based on inventory location.

This list shows the filters you can use to slice data:

Backorder
Bill Postal Country
Company
Customer
Customer name
Customer Order inventory location
Customer Order Ship To Country
Customer Order source description
Customer Order Status
Customer Order Tax Status
Order type
Year
Year/month

Orders By Sales Representative Detail

The Orders By Sales Representative Detail report contains details about the volume of orders placed, order dates, inventory locations, quantity, order net, commission rates, and territories by sales representative.

This list shows the filters you can use to slice data:

Company
Customer
Customer name
Customer Order inventory location
Customer Order Ship To Country
Customer Order source description
Customer Order Status
OE Sales Representative
Order type
Year
Year/month