You can quickly generate and download the information you need about your ‘Sales Orders’. To access this data, follow the next steps:
1. Go to Reports menu
Click in ‘Reports’, on the left side of the screen, and then in ‘Sales Orders’.
2. Filter and customize your data
Here you can customize your report by adding some filters.
‘Time period’: refers to the due date time interval of the Sales Orders to be presented. You can either define it, by clicking on the clock symbol, in a basic (selecting start and end date) or relative way (for example, ‘Today’, or ‘Last 7 days’). If you choose a relative time period, you can also choose to schedule the report - learn more about it here. The time interval cannot exceed one month.
‘Sales Order status’: You can define if you want to see only ‘Open’, ‘Archived’ or ‘Closed’ orders, and any combination of those.
'Consider entries without due date set': Since the due date is not a mandatory field on each sales order, activating this box will allow you to also extract orders with no due date defined in Autodesk Prodsmart.
‘Product’: You can select a product, and see all Sales Orders within your period that contain this product.
‘Sales Order’: You can search for a specific Sales Order and see the report just on that one.
Once you get the filters defined, click on ‘Generate Report.’
3. Interpret and download the results
After generating the report, you'll see your sales orders’ details.
You’ll be shown nine columns, where you can see:
Due date : Due date of the Shipping.
Requested date: Requested date of the Shipping.
Shipping code: Code of a shipping that is contained in a Sales Order.
Sales Order code: Code of the Sales Order.
Product: Product code for the ordered product.
Quantity Ordered: Quantity ordered for the product in this line.
Price: Defined price at which the buyer is purchasing this item from you.
Observations: Observations you might have made in the shipping.
Shipped Quantity: How much quantity you have already shipped.
If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.
Need help? Request a Prodsmart expert to contact you here.