Pending Sale Orders Report

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.

Prerequisites

Managing Cin7 Core Reports

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

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.

Pending Sale Orders Report

Prerequisites

Input:

Output:

FAQs

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