Visma.net ERP
Sales reports - overview
Visma.net ERP provides reports for the Inventory workspace that meet your organisation's reporting
needs.
The reports can also be customised.
Because the Inventory workspace is tightly integrated with other workspaces, including Inventory, Customer ledger, and Purchases, you can find and analyse the exact information you need. By using flexible selection options and data links, you can easily drill down from a report to any supporting details.
Because the sales order reports are generated by user request, they run on only accounts and subaccounts that the user is authorised to access, based on the user's roles and membership in restriction groups.
The reports can be generated in multiple formats, including PDF and HTML.
Also, you can print
the report you generated or send the report by email.
Sales reports
The Inventory workspace includes the following reports:
Window
- Quote (SO641000):
Presents the selected sales quote in a ready-to-print form.
You can print the document or send it by email. - Quote, right address (SO64108S)
- Order confirmation (SO641010):
Presents the selected sales order in a ready-to-print form.
You can print the document or send it by email. - Pick list (SO644000):
Displays the pick list created for a selected shipment in a ready-to-print form.
The document can be printed or sent by email. - Trade invoice (SO64300S)
- Shipment confirmation (SO642000/SO64200S):
Generates the shipment confirmation form created for a selected shipment in a ready-to-print form.
The document can be printed or sent by email. - Carrier labels (SO645000):
Displays ready-to-print carrier labels generated for particular shipment. - Invoice (SO643000):
Displays invoices and notes in a ready-to-print form.
Audit
- Sales order summary (SO610500):
Provides summary information on sales orders, ordered by order type, reference number, and date. - Sales order details by customer (SO611000):
Displays information on open sales orders, ordered by customer.
The data can be filtered by warehouse, stock item, and document date. - Sales order details by stock item (SO611500):
Shows information on open sales orders, ordered by stock item. - Shipment summary (SO620500):
Gives you information on shipments with all statuses, ordered by customer.
Information can be filtered by warehouse, stock item, and document date. - Shipment details by customer (SO621000):
Shows information on shipments, ordered by customer.
Information can be filtered by warehouse, stock item, and document date. - Shipment details by stock item (SO621500):
Displays shipment information, ordered by stock item.
Information can be filtered by warehouse, stock item, and document date. - Order register (SO612000):
Displays the list of sales orders recorded in Visma.net ERP during the specified period.
Information can be filtered by warehouse, customer, and order type. - Shipment register (SO612500):
Displays the list of shipments during the specified period.
Information can be filtered by warehouse, customer, and carrier.
Related windows
Sales order summary (SO610500)
Sales order details by customer (SO611000)
Sales order details by stock item (SO611500)
Shipment details by customer (SO621000)
Shipment details by stock item (SO621500)
Quote, right address (SO64108S)
Order confirmation, right address (SO64118S)
Shipment confirmation (SO642000/SO64200S)
