Sale Order Details Report

This report shows details of sale orders. This detailed view breaks down sale orders by product, showing product quantity, product price and total product price per order. The output can be customised to show product details, order/invoice status and more.

Note: This report does not include service items, non-inventory items or gift cards.

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. This report pulls entries based on the Sale Order 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:

The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report.

Fields
SKU	Product SKU
Product	Name of the product
Order #	Sale Order number
Order Date	Sale Order date
Invoice #	Sale Invoice number
Invoice Date	Sale Invoice date
Invoice Status	Status of the invoice (e.g. Authorized, Paid)
Notes	Notes field of the sale document header
Year	Sale Order year
Quarter	Sale Order quarter
Month	Sale Order month
Sales Representative	Company sales representative responsible for the Sale Order
Customer	Customer name
Customer Reference	Customer Reference from the sale document header
Customer Tags	Tags associated with the customer
Brand	Product Brand
Category	Product Category
Family	Product Family
Product Tags	Tags associated with the product
Unit	Product unit of measurement
Location	Location selected for the sale
Status	Status of the sale
Carrier	Shipping carrier
Shipment Date	Shipment date for the Sale Order
Ship By	Required by date from the sale document header
Shipping Address 1	Shipping address line 1
City	Shipping address city
State	Shipping address state
Country	Shipping address country
Postcode	Shipping address postcode
Customer Additional Attribute 1-10	Values of additional customer attributes
Product Additional Attribute 1-10	Values of additional product attributes
Data Headers
Quantity	Quantity of the product ordered (doesn't include restocked quantity)
Discount	% Discount applied to the line
Sale	Sale total for the order line (after discount has been applied)
Tax	Tax for the order line
Total	Total = Sale + Tax

Note: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.

FAQs

Why aren't additional costs captured on the Sales Order Details and Sales By Product Details reports?

Sales Order Details and Sales by Product Details Report does not show additional charges because the report focuses on product lines and order details found in the document header. Try using instead the Profit by Sales Rep report, this includes additional charges because it is needed to know the profit total and currently this is how the system is designed for the reports.

How can we get a report that shows sales by state by customer address rather than by shipping address?

Unfortunately, we don't have a report that shows customer address, our sales reports are based on the shipping address.

I need to show the Order Line Comment on the sale order details report. I saw in your Purchase Order Details Report, there is a comment field to show the line comment. I need the line comment to be shown on the sale order details report as sometimes we note the modification on the comments, or the actual code of a misc item.

As of now the there is no field available in the Sale order details report or any other sale reports to show the order line comment. However, as a workaround, you may use the Header area's reference field to show on Reports or you may also use additional attributes to define your sales, and these additional attributes will be shown in the additional attributes column in the report.

The report is not showing orders for service items.

For service sales please check the Sales by product details report, this contains both service and stock items.

Can you please tell me why a sale order is missing from this report?

Usually, this is an issue with the date filters. This report pulls sales according to their order date. Double-check that the reporting period covers the sale order date.

Still no answer to your question? Please do not hesitate to get in touch with Cin7 Core support.

Sale Order Details Report

Prerequisites

Input:

Output:

FAQs

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