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Full Sales Order Visibility with Line and Cost Details

Avatar photoCustomer December 31, 2022 at 2:45 pm

We require a detailed report on our Sales Orders and Quotes, including line item details, status, cost, associated project information, and shipping details. Which Blitz Report should we use?

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    • Support January 2, 2023 at 1:08 pm  

      The ONT Orders and Lines report provides this level of detail. It is a detail Sales Order or Quote header report with line item details covering status, cost, project, and shipping information.

    • Avatar photoCustomer January 2, 2023 at 6:31 pm  

      I see there is an example file named ‘DIFOT Template’. What does this indicate?

    • Support January 3, 2023 at 6:46 pm  

      The example file name ‘ONT Orders and Lines – DIFOT Template’ suggests that custom templates are available for metrics like Delivery In Full, On Time (DIFOT), allowing specialized analysis of the core sales order data.

    • Avatar photoCustomer January 4, 2023 at 12:48 pm  

      If I only need a summary report of sales order headers and their overall status, without the line item detail, is there a quicker alternative?

    • Support January 5, 2023 at 2:34 pm  

      For a header-level summary, use the ONT Orders report. It provides a detail Sales Order or Quote header report, including status, amount, and invoice status information.

    • Avatar photoCustomer January 6, 2023 at 4:40 pm  

      How can I quickly check which orders are currently stopped in the fulfillment process due to holds?

    • Support January 7, 2023 at 7:35 pm  

      Run the ONT Order Holds report. It provides a detail Sales Order report listing all order lines currently on hold and the reason for the hold.

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