Visma Net
Sales reports - overview
Visma Net provides reports for the Sales workspace that meet your organisation's reporting
needs.
The reports can also be customised.
Because the Sales 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 Sales workspace includes the following reports:
Window
- Quote (SO64101S):
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 (SO64111S):
Presents the selected order in a ready-to-print form.
You can print the document or send it by email. - Order confirmation, right address (SO64118S)
- 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. - Pro forma 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, item, and document date. - Sales order details by item (SO611500):
Shows information on open sales orders, ordered by item. - Shipment summary (SO620500):
Gives you information on shipments with all statuses, ordered by customer.
Information can be filtered by warehouse, item, and document date. - Shipment details by customer (SO621000):
Shows information on shipments, ordered by customer.
Information can be filtered by warehouse, item, and document date. - Shipment details by item (SO621500):
Displays shipment information, ordered by item.
Information can be filtered by warehouse, item, and document date. - Order register (SO612000):
Displays the list of sales orders recorded in Visma Net 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 item (SO611500)
Shipment details by customer (SO621000)
Shipment details by item (SO621500)
Quote, right address (SO64108S)
Order confirmation, right address (SO64118S)
Shipment confirmation (SO642000/SO64200S)
