Overview
The ability to report over multiple years is very important. This report allows you to view over three year’s bookings, released, resell, etc orders. Systems that cannot store data for multiple years lose the ability to see trends in overall sales. The report can be broken out many different ways:
- by manufacturer, by customer, etc.
- by Account and more.
Running the report
Go to Orders
Then click Reports, then “Order Summary”.
In the Create Summary Report
- switch the Template drop down to “3 Year Summary”
- enter any other filters needed
Click the Select tab (optional) to filter further.
Explanations of these filters are at the bottom of this page
NOTE – the report maybe saved by giving it a title and clicking the “Save Report” button at the bottom of the screen.
Then click Print
The report should look similar to below giving you a view over the last 3 years.
Report Filter Information
Explanations below
General tab
Output To |
Select where to send the report |
Title |
If you wish to save this report after you have selected all parameters, you must give it a title and push the “Save Report” button at the bottom. You can run the report again from the Reports section. |
Format |
Template – type of report Rows – Rows on the report Values – what data to show |
Content |
Source – what data to pull from Year – what year To month – what ending date |
Account |
If you want to narrow for certain accounts, select the Accounts to show, otherwise, the report will show for all accounts. |
Basic tab
PO# |
Search for certain PO, however you can use the “*” asterisk as a wild card and search multiple PO’s – Example: 12345* this will search for all PO’s that begin with the “12345” numbers |
Project |
Report all orders by a project name |
ASO |
Report by Sales Order number |
Manufacturer SO |
Report by Manufacturer Sales Order number |
RMA# |
Report by RMA number |
End User# |
Reprot by End User PO# (contractor) |
Rel Status |
Report by status of the order |
Entry Timeframe |
Report by order entry timeframe (start date and end date) |
Status |
Report by status of the order |
Commissioned, Buy, Sell |
Report by only or a combination of these order types |
More tab
Part Number |
Report by part number - the wild card is available here as well |
Fixture Type |
Report by Fixture Type |
Quote number |
Report by quote number - the wild card is available here as well |
File Code |
Report by File Code - the wild card is available here as well |
Invoice # |
Report by invoice number - the wild card is available here as well |
Created & Updated timeframes |
Report by Created date or Updated date timeframes |
Disputed |
Report on order that have a disputed invoice attached |
Min Sale, Comm, Overage, Margin |
Report by a minimum dollar amount for any of these items |
Internal tab
Manufacturer |
Report by a single manufacturer or multiple using the Add button. You may remove any selection by highlighting and hitting the Remove button |
Customers |
Report by a single customer or multiple using the Add button. You may remove any selection by highlighting and hitting the Remove button |
Account |
Report by Account (Sales Account) |
Quoter |
Report by Quoter if converted from a quote |
CSR |
Report by CSR – Customer Service person listed on the order |
Order Type |
Report by Stock, Project, etc |
Specifiers |
Report by any specifer listed on an order |
Parties tab
Manufacturer |
Select a Specific Manufacturer |
Customer |
Select a Specific Customer |
Parent Manufacturer |
Select a Parent Manufacturer – in some reports the report will show all child brands |
Parent Customer |
Select a Parent Customers – in some reports the report will show all child brands |
Specifiers |
Select any specifier related to the job |
Influences |
|
Representative |
Select a Representative (Dist & Mfg version only) |
Customer Assigned To |
Select a sales account assign to a specific customer |
Specifier Assigned To |
Select a sales account assign to a specific specifier |
Notes Tab
Notes |
OASIS will search the Notes for a particular word or phrase |
Internal Notes |
OASIS will search the Internal Notes for a particular word or phrase |
Attachments tab
Attachment Description |
OASIS will search the Attachments tab “Description” column for a word or phrase |
Attachment Note |
OASIS will search the Attachments tab “Note” column for a word or phrase |
Search Keys
- Search keys can be Defined or created by admin users in OASIS, they can be used to define orders, jobs, etc by means that are not currently default parameters in OASIS. For more help on creating Search Keys click the link below
http://support.oasissalessoftware.com/support/default.asp?W205
Search Keys |
Once Search keys are created, they can be searched - Example above |