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Sales Order Current State Status Reports
Sales Order Current State Status Reports

Run Real-time Reports for your Sales Orders & Download your data

Brenda Beckham avatar
Written by Brenda Beckham
Updated over a week ago

Sales Order Current State Status Reports

Uphance Sales Order Current State Status reports show you which Sales Orders are unconfirmed, confirmed and open, not yet invoiced, awaiting shipment, awaiting payment, fully shipped, consigned, completed and cancelled.   These reports are available by Season, Channel or Agent.  And, they can be broken down even further.  

To see the Sales Order Current State Status reports, perform the following:

  1. Select Sales Order from the main left vertical menu.

  2. In the second drop down arrow box (defaults to All Sales), click on the down arrow to select your desired report.  (Figure 1).

  3. Use the additional filters to narrow down your reporting criteria by Season, Channel or Agent.  (Figure 2)

  4. Once you have your list filtered the way you want, you are ready to download the report. You can download it as PDF, Excel, or CSV. To download as PDF, click the PDFs button.

    To download as CSV or Excel, scroll down to the bottom of the page and click your preferred download option (Figure 2).  

Figure 1

Figure 2

Note:  From the Figure 1 view, you can also click on the column header for Customer, Season, Order (#), Order Date, or Start Ship Date to sort in ascending or descending order (toggles).

Download Report Options

The Sales Orders view displays the information shown in the column headers of Figure 1.  However, if you would like additional details that are not shown on that view, you can use the download report option as shown in Figure 3 to gain additional insight into your Sales Orders.  Listed below find the information you will find in each of those reports:

  • Sales - customer, customer reference, season, channel, agent,order number, proforma number, invoice numbers, shipment numbers, currency, tax level, purchase order ref, payment terms, start ship date, cancel ship date, incoterms, submitted date, confirmed date, notes, total quantity, items total, items tax, grand total, billing address and shipping address

  • Sales with quantities - same as above but also includes:  line item season, product name, product identifier, product EAN, color, size, price, quantity, remaining to ship, remaining to pack

  • Invoices - customer, customer reference, season, channel, agent, billing contact name, email address, phone #, order number, proforma number, invoice number, shipment number, tracking number, purchase order ref, currency, tax level, vat number, payment terms, settlement discount percentage, settlement deduction, invoice date, due date, incoterms, submitted date, confirmed date, sale notes, total quantity, items total, items tax, shipping cost, shipping tax, subtotal, total tax, card fee, grand total, total paid, total credited, settlement discounted, amount outstanding, billing address, shipping address

  • Invoices with quantities - same as above but also includes:  season, product name, product identifier, product ean, product color, product size, unit price, quantity

  • Credit Notes - Same as information shown on Invoices

  • Credit Notes with quantities - Same information shown on Invoices with quantities

  • Customer email address - email addresses for all that are filtered in a format that you can "copy and paste" in the "To" field of your emails.  Example format in Figure 4:  

Figure 4

Tom Riley <[email protected]>, Alex Test <[email protected]>, Jamie Ortega <[email protected]>,  Borjomi Mia <[email protected]>, Mary Jones <[email protected]>, Mary Smith <[email protected]>, Mason Fields <[email protected]>, Sam Maloney <[email protected]>, Kayla Mulberry <[email protected]>, John Smith <[email protected]>, Misty Samuel <[email protected]>, Mary Johnson <[email protected]>, Jamie Ortega <[email protected]>, Bob  Johnson <[email protected]>, Geraldine Morris <[email protected]>

For additional Reporting options on Sales Orders, please see our Sales Order Reporting Knowledge Article.

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