new

improved

Reports

Report Enhancements

After receiving some feedback around our new SalesDoc Reports, we have added the following enhancements to help streamline our offerings.
  • We removed the Personalization Report due to usage and redundancy
  • Added Personalization fields, Decoration Method, Date Completed (Order Completed Date) into the Order Detail Report
  • The Product Ordering Report has been updated to the 'Product Detail Report'. We defaulted the personalization fields to ON.
  • We defaulted all fields in every report ON so that you can easily remove data fields you do not want to report
  • Added MFG Size Sku to the following reports:
  1. Order Detail Report
  2. Product Detail Report
  3. Product Order Report (SKU)
  4. Product Order Report (MFG SKU)
Screen Shot 2023-03-27 at 9
In addition, we added 2 new reports by popular demand. These will be similar to our legacy product ordering reports to help streamline purchasing and production efforts:
  1. Product Ordering Report (SKU)
  2. Product Ordering Report (MFG SKU)
Screen Shot 2023-03-27 at 9