This report shows pending sale orders. A sale order is classed as pending if the order has been authorized but it does not yet have an authorized pick. Use this report to see item quantities required per customer, per sale order, per sales rep and more.
Before you start
Data from this report can be exported in Excel, PDF or RTF format.
Input:
| Reporting Period | Allows the user to select the reporting period from a list of options or set a custom date range. The report entries are filtered by sale order authorization date. |
|---|---|
| Currency | Allows the user to select the currency to be used in the report. |
| Layout | Set to the Default layout. Allows selection of saved layouts, if any. |
| Save Layout As | Allows saving a layout for potential future use. |
| Reset Layout | Resets the layout to the default layout or selected saved layout. |
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing Cin7 Core Reports - Filtering Reports for more detailed information about using filters.
Output:
Fields
| Order # | Sale Order Number identifying the sale |
|---|---|
| Customer | Customer name |
| Sales Representative | Company sales representative responsible for the sale |
| SKU | Product SKU |
| Product | The name of the product |
| Unit | Product unit of measure |
| Date | Date of the sale order |
| Year | Year of the sale order date |
| Quarter | Quarter of the sale order date |
| Month | Month of the sale order date |
| Location | Location this sale will be dispatched from |
| Category | Product category |
| Brand | Product brand |
| Product Tags | Comma-separated product tags |
| Family | Product family name |
| Customer Tags | Comma-separated customer tags |
| Currency | Currency code this sale is created in |
| Customer Reference | Customer reference from the sale document header |
| Ship by | Required by date from the sale document header |
| Ship To | Ship to address |
| City | Shipping address city |
| State | Shipping address state |
| Product Additional Attribute 1-10 | Values of product additional attributes |
| Customer Additional Attribute 1-10 | Values of customer additional attributes |
Data headers
| Quantity Required | Total quantity of the product required for the sale order |
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Note: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.
FAQs
Can you please advise if we can produce this report with the monetary value included?
Unfortunately no. It only pulls product quantity. You will need to cross reference it to another report that pulls order/invoice amount like the Sales Overview. In the Sales Overview you can also check the Pending Orders. You will need to add the Status column and pending orders come with Ordered and Picking statuses.
You can also use the Sales Order Details Report. Click the +More Fields report and then drag the Sales field to the headers to show Dollar value amount.
Is it possible to add the Sale Order Notes to the Pending Sale Orders Report?
Unfortunately it is not possible. Alternatively you can run Sale Overview Report and filter it by status (Ordered and Picking) to show only pending orders.
Why is my sales order not showing in the pending sales order report for April? It is pending and has not been picked.
The Pending Sales Order Report shows all authorized sale orders without authorized pick issued during specified time interval. Check that your sale order is not still on ordering status / unauthorized sales order.
Still no answer to your question? Please do not hesitate to get in touch with Cin7 Core support.