SALES ORDERS - Reports

  

Access

• Sales Orders:
  • Reports tab in Sales List

               

• • • select the Report Template - POS Receipt / Sales Orders (each will present a different list of Reports)
    • enter the criteria presented on the right
    • click on Print to select from the list of reports in the chosen Template category
  • Sales Order Details
    • open the Sales Order and click on Print for the list of reports / forms

• • Sales Order List
    • select or multi-select Sales Order(s)from the list
    • choose Print Selected or Print All for the reports list
• Sales History:
  • Reports tab in the Sales History list
    
    • select the Report Template - Sales History / Customer Sales History (each will present a different list of Reports)
    • enter the criteria presented on the right
    • click on Print to select from the list of reports in the chosen Template category

• • Sales History List
    • select or multi-select Sales Order(s)from the list
    • choose Print Selected or Print All for the reports list

• • Sales Order Details > Sales History Tab > Items / Invoices Tabs
    • select or multi-select Item(s) / Invoice(s) from the list
    • choose Print Selected or Print All for the reports list

• • Sales Order Details > Sales History Tab > Reports tab
    • select the Report Template - Sales History/ Customer Sales History (each will present a different list of Reports)
    • enter criteria
    • click Print for the reports list

 

Generating Reports / Forms

• from the Spire Reports list, select the report(s) you wish to run
• highlight the report to check the description below to see if it's what you expect

• select the run method:

• •  Print
    • accept or change the system default Printer
    • accept or change the Paper Source
    • printer format permitted, select from Duplex options
    • accept or change the number of Copies
    • option to Save Defaults so same settings will be used next time this report is selected for printing
  • Email (see also Sales Orders - Email)
    • Setup
      • establish Company Settings (see Company Settings)
      • establish User Settings (see User Settings) 

• • • select from Email drop-down

                       

• • • • Email Batch – if the email is for multiple Sales Orders and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the Email module > Batches tab > Messages tab
        • open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once
        • access them as individual email in the Messages tab

• • • • • • Email Message – if the email(s) are Saved but not sent, access them in the Email module > Messages tab

 

• • Preview - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:

                 

• • • use Ctrl + scroll to zoom in or out
    •   Print the report currently in the viewer window
    •   Print All reports across all tabs
    •   Export

                       

• • • • select the Format
      • select the Destination
        • Application will open the program on your computer that is associated with the Format you chose
        • Disk file will prompt you to save the Report in the Format you chose
        • Exchange Folder allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook
      • click OK
    •   Find to search text of the document / report
    •      navigate through pages of the displayed report alternatively to scrolling down

 

 

 Security on Reports / Forms can be established at Company Level, User Level, or Server Level:

• Company Level - Edit > Company Settings > Reports > Security tab
  • Disable Security gives full access to all users for all reports to Preview / Print / Export / Email unless Security is Enables in User Settings (described below)
  • Enable Security gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email
• User Level - Edit > User Settings > Reports

• • Company Default
    • uses settings established in Edit > Company Settings > Reports
  • Disable Security gives access to all reports within the modules this User has access to
  • Enable Security gives access to checkmarks for Preview / Print / Export / Email to remove access
  • Use Defaults establishes settings same as Company settings, with the ability to make changes
  • Server Level - Tools > Server Administration
    •   select a report in the list
    •   delete or disable

 

 

 

 

Customizations to Forms - most customizations will need to be done by your Spire Partner, but you can perform the following customizations:

• Logo - access in Tools > Server Administration > Companies

• • select the relevant Company
  •   click on Settings

         

• • click on Select Logo then load a maximum 4cm x 4cm image file to print on top left corner of all forms

         

• • Save

• Enter Messages to print on selected form
  • access in Edit > Company Settings > Reports > Messages tab
  • select the Report Type
  • type the message in the Header and/or Footer text boxes

 

• Available Sales Order Reports

Report Name	Location
Backorder Details by Customer	Sales Order List
Batch Journal	Sales Invoice Batch
Batch Journal Reprint	Sales History List
Cash Balance	Sales Text Menu > Cash Out Reports
Cash Balance Details	Sales Text Menu > Cash Out Reports
Communication Notes	Sales Order > Communication Tab
Customer Sales History	Sales Order Details > Sales History Tab / Invoices List
Customer Product Sales	Sales History List > Reports tab
Customer Sales History Details	Sales Order Details > Sales History Tab / Items List
Daily Fill Rate by Invoice	Sales Order Details > Sales History Tab / Invoices List
Daily Fill Rate by Item	Sales Order Details > Sales History Tab / Items List
Deleted Sales Orders	Sales Order List
Equipment Service History	Sales Work Order > Equipment Tab / Customer Text Menu > Equipment Details > History Tab
Inventory Sales History	Sales Order Details > Sales History Tab / Sales History List
Inventory Sales in Base Currency	Sales History List > Reports tab
Inventory Sales History Details	Sales Order Details > Sales History Tab / Sales History List
Invoice Batched	Sales Order Invoice Batch Post
Invoice Posted	Sales Order Details > Sales History Tab / Sales History List/ Sales Order Live Invoice
Label
Order Confirmation	Sales Order List / Sales Order Details
Packing Slip	Sales Order List Process / Sales Order Details Process
Pick Ticket	Sales Order List / Sales Order Details
Point of Sale Receipt	Point of Sale Invoice / File > Receipt Setup
Point of Sale Receipt Reprint	Sales History Invoices
Process - Pick Slip	Sales Order List Process / Sales Order Details Process
Quote	Sales Order List / Sales Order Details
Requisition List	Requisitions List
RMA Order	Sales Order List / Sales Order Details
Sales and Taxes	Sales Order Details > Sales History Tab / Sales History List
Sales by Payment Method	Sales History List
Sales History	Sales History List > Reports tab
Sales Order	Sales Order List / Sales Order Details
Sales Order List	Sales Order List
Sales Order Details List	Sales Order List
Sales Order List by Ordered	Sales Order List
Sample Address Label	Sales Order Details / Sales Order List / Invoice
Sample Ship Label	Sales Order Details / Sales Order List / Invoice
Ship Slip	Sales Order List Ship / Sales Order Details Ship
Work Order	Sales Order Detail / Sales Order List / Deposit