The following reports are available in this section:

It is recommended that you print out each report monthly and use the <P>urge option to clear those items that are no longer necessary. This will free up disk space on your hard drive and allow you to view only current (new) information.

Some of the selection criteria for the POS Order Reports are:  Order Type (some reports may have the Order Type prefilled with the appropiate type and is unchangeable), Beginning and Ending Order Numbers, Servicing Location, Ship To Customer, Customer Sort Code, Beginning and Ending Ship Zip Code, Beginning and Ending Salesperson, Beginning and Ending Counterperson, Mfr. or Part Number, Current Group Code 1, Beginning and Ending Date, and Ship Via. The Current Group Code 1 is the Inventory Group Code currently listed for the part number. This is an important distinction since the Inventory Group Code may be different at the time the Order was created.

All order reports will include line item discount information if applicable, and a note of explanation at the bottom of the report:

"Note: Line Item Discount % is not included in the Discount amount."

You can Sort most POS Order Reports by the Date, Salesperson (Finalized Report only), Location or Order Number. If a report is sorted by Date or Location, the secondary sort is by the Customer Name. If you choose to have a Page Break on a Sort By selection, a subtotal will print for each Sort.

The POS Order Reports may be viewed on the screen or printed. You may choose a Detail, Total (Finalized Report only), or Summary report. On some reports a Detailed Report can only be printed.

The <D>etail version of the "POS Order Reports" will inter-act (Drill down Capability) with "POS Order Entry" (1.1), with the exception of the "Source of Back Orders Report" (1.6.1) and the "Special Order Report" (1.6.8). In addition, error checking will be performed on the Order Number when input. The Order must be on file and on the report being viewed to be valid.

In all reports, except Source of Back Orders Report, you may print a Part Summary Report. This is very useful if you want daily usage information for a particular Location or Customer. All POS Order Reports (except 1.6.1 and 1.6.9) will show a Line Item Count when running the <P>rinted <S>ummary Report. Subtotals and Grand Totals will also show respective totals.

Print Options has the following options available:

Enter <Y> to Print Part Summary after Order report is printed.

Enter <N> to Not Print Part Summary.

Enter <O> to Print Part Summary Only - This report displays the Part Number, Unit of Measure, Description, Quantity Sold, Average Price and Extended Price.

Enter <C> to Print Part Summary Only without quantity, prices or costs.

Enter <M> to Print Mfr Summary Only.

Enter <U> to Print Unit Summary Only.

Enter <Q> to Print Part Summary Only with QOH instead of Avg Price.

The Back Order Report has an option <B> for Part Summary Only with Back Order Info. on the Print Part Summary prompt. This will only generate a Part Summary Report, and will follow the same format as the <Q> option above. Choosing <B> will result in a list of Back Orders printed after each part number on the report. The output is similar to the “Below Order Level Report” in PURCHASING (3.1).

If the option to “Show Cost and Gross Profit” is answered <Y>es, the average cost, extended cost, gross profit and gross profit percent will also print.

You may download the "Finalized Order Report" (1.6.10) to a Windows© file. The purpose for downloading is for integration with MS Word©, Excel©, or other programs you want to use the data in.

When printing a detailed report, in all reports except Source of Back Orders Report, you may print the Comments. You have a choice to print All Comments, Bottom Order Comments Only or Line Item Comments Only.

The report option <D1>, for all POS Order Reports is found in the <D>etail <S>ummary prompt. The <D1> option will suppress printing Total information for each individual Order. This will help cut down the length of the report for those who do not need the individual order totals. Grand Totals will still be generated at the end of the report.

You may Purge the data from the following reports: "Cancelled Order Report" (1.6.3), "Quote Order Report" (1.6.7), and "Special Order Report" (1.6.8).