Display Customer Order Quantity

Hello All,

Just wanted to know how to create a reports that will show items quantity order by customer and the quantity invoiced using saved search or reports.  Thank you!

Rookie Asked on November 24, 2020 in Order Management.
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4 Answer(s)

Search type: transactions
Filters: type is Sales Order or Invoice (depending which one you want), mainline = F
Columns: Main Line Name, Item, Quantity, Amount (depends what you want)

You can add grouping on the columns to group by customer and/or type

Intermediate Answered on November 24, 2020.
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Hello,

How do you do it in one search?

Rookie Answered on November 24, 2020.

The above is already one search.

on November 24, 2020.
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Hi, thanks but I need to show the items in one column, ordered in another column and invoiced in another column, all within one row.  Is that possible?

Rookie Answered on November 24, 2020.

You should just search on sales orders then, there are multiple quantity columns, sounds like you want quantity in one column and quantity billed in another.

on November 24, 2020.
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That correct.  I want quantity order in one column and quantity billed/invoiced in another.  Very plain and simple, but might not be possible to display.  See below for example.

Invoice #xxxx   Item#xxxxxx   Quantity Sold      Ordered Quantity

Rookie Answered on November 24, 2020.
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