Here you can view the overall report for quotation, order acceptance, delivery order, invoice and receipt. You can view all reports here. Below is the display for “REPORTS”.


    1. If you click on overall, you will return to “DASHBOARD”.

    2. Quotation


> If you click on export, you will see the following display:

Descriptions:


A

Key in the start date for you to view your quotation report.

B

Key in the end date.

C

State the salesperson which you would like to view.

D

State which department you would like to view.

E

State the location you would like to view.

F

Select the required report format.


3. Order Acceptance


> Here you can produce 3 types of report that are order acceptance report, order statement report and aging report.



>Order acceptance report. Below is the display to generate the report.


Descriptions:

A

State report start date.

B

State report end date.

C

State the same of salesperson involved.

D

State the relevant department.

E

State the relevant location.

F

Select report format.

G

Select whether you need staff’s name to be displayed.

H

Select if you would like date to be displayed.

I

Select if you would like invoice number to be displayed.

J

Select if you would like to show the order amount.

K

Select if you would like to show the purchase number.

L

Select if you would like to show order info.


> If you click on order statement, you will see the following display:


>You can select report for each of your product. Select the required product, then click on download button to generate the report.


>You could also view aging order acceptance by clicking on “AGING” button.


3. Delivery Order 

   

     1. In “DELIVERY ORDER” you can view 5 report as per the following pictures.



    2. To “EXPORT” delivery order, you can follow the same steps as “ORDER ACCEPTANCE”.



    3. To produce reports on “delivery list” and delivery instruction, you have not rights to view.



    4. You can download your delivery instruction. You can click on button “DELIVERY INSTRUCTION”.


4. Invoices

You can view the following display to generate report on invoices.



1. To “EXPORT” invoices, you can follow the same steps as “ORDER ACCEPTANCE”.

2. To view report of aging invoices, you can click on “AGING” button.

3. You can view the number of invoices and their amount by clicking on “SALES & VOLUME” button.

4. You can select the start and end date of your report. Just key in the start and end date then click on the filter button.



5. Receipts.


You can view report on receipt issued by your company to customer. Below is the display on list of reports that can be generated.



The steps are the same as producing report for “ORDER ACCEPTANCE”.