CUSTOMER SALES ORDER REPORT

The Customer Sales Order Reports page allows users to filter and view sales order reports based on various criteria. Users can select date ranges, customer details, and sales order information to generate reports.

  1. Click on "Sales and Marketing".
  2. Click on "Customer Sales Order Report" under "Reports".
    STEPS FOR CUSTOMER SALES ORDER REPORT

Customer Sales Order Reports form

CUSTOMER SALES ORDER REPORT FORM

Date Range Filter

  • From Date\To Date: Select a From Date and To Date to filter sales orders within a specific time frame.

Action Buttons

  • Filter: Apply the selected filters to display relevant sales orders.
  • Clear: Reset all filters to default values.
  • Sales Order Number: Choose a specific sales order from the dropdown list.
  • Customer Name: Select a customer from the available list.
  • KPN: Filter results by KPN.
  • Customer ID: Narrow down the search by selecting a customer ID.
  • SO Status: Filter sales orders based on their status (e.g., Pending, Completed, Canceled).

Toolbar Features

CUSTOMER SALES ORDER REPORT NAVIGATION OPTION

Icon Feature Description
📊 Export Export to Excel Download the Customer Sales Order Reports data as an Excel spreadsheet
🔍 Search Search Input Filter Customer Sales Order Reports by entering keywords (searches across all columns)
🔄 Refresh Refresh Data Reload the Customer Sales Order Reports table to display the latest data
🏠 Home Navigate Home Return to the application home page
⬅️ Back Go Back Navigate to the previous page