To access the My Sales with Back Orders report you must navigate to Main Menu > Sales > Personal Area > My Sales with Back Orders.
When selected you will be directed to a new window which will display all sales that have been made but are awaiting items that are on back order.
Below you will see a breakdown of what you can find in the report.
- Date for Sale: Date that the sale was submitted
- Sales Person: Salesperson or persons who made the sale
- Sales Location: Location the sale was made from
- Sales Type: This will indicate if it was a Layaway, Cash, PIF Sale, Finance, or COD Finance
- Sale #: This will take you to the receipt for the sale
- BO: If selected this will show you which items are on Back Order
- Status: This is the status whether delivered or undelivered. If you click on the number you will be directed to the status of the items as seen in the screenshot below.
- Sales Price: This is the total of the sale including additional fees and taxes
- Amount Paid In: How much the customer initially put down on the sale
- Balance: If there's a leftover balance it will be displayed here
- Cost of Items: This is the cost of items to the company
- Additional Cost: Any additional costs added to the sale such as costs associated with additional fees
- Finance Adjustment: If the sale was financed and adjustments were made due to this they will be displayed here
- Total Cost: Total cost of items, additional fees costs
- Profit: How much profit is made from the sale
- Gross Margin: This is calculated by Total Revenue-Total Cost/Total Revenue×100%.
- Commission: Total commission paid on the sale. This is based on the commission structure agreed upon when setting up your system
- Date of Last Payment: This is pulled directly from the sale, the date of the last payment towards the sale will be displayed here
- Customer Name: Name of the customer
- Home Phone: Phone number listed under Home Phone under customer records
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Print Letter: this will allow you to print a letter to the customer based on the list below
Note: When selected you will see any notes made on the sale