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Sales Enquiry

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Margin & Sales Enquiry tutorial video

The Sales Enquiry allows you to generate a report for all Sales Orders that have been created in Unleashed. The Sales Enquiry populates a breakdown of each Sales Order with the individual products that have been ordered, based on the filters applied. 

To access the Sales Enquiry, from the main menu go to Reports, Sales and select Sales Enquiry. 

Functional descriptions

Header button descriptions

In the top right corner of the Sales Enquiry, there are two header buttons available:

  • Export: Use the dropdown menu to export the report in either a PDF, CSV or XSLX format.
  • Run: Use the Run button to generate the report with any selected filters applied.

Filter field descriptions

Use the filter fields available to refine which Sales Orders the Sales Enquiry report displays. The filter fields available to the Sales Enquiry are:

  • Date From: Select a date in the field's calendar.
  • Date To: Select a date in the field's calendar.
  • Transaction Date: Use the dropdown menu to select which type of date the Date From and To filters apply to:
    • Order Date
    • Required Date
    • Completed Date
  • Sales Order Number: Filter by a specific Sales Order number.
  • Sales Oder Status: Use the multi-select dropdown menu to filter by specific sales order statuses (includes custom Sales Order statuses) 
  • Sales Quote Number: Filter by a specific Sales Quote number.
  • Product Group: Use the multi-select dropdown menu to filter by products on purchases by their product group.
  • Product Code: Filter by a specific product by code.
  • Product Description: Filter by a product description (will auto-populate if the Product Code filter is used).
  • Warehouse: Use the multi-select dropdown menu to filter purchases by receipting warehouse.
  • Sales Order Group: Use the dropdown menu to filter the report by Sales Order Group.
  • Customer Type: Use the dropdown menu to filter the report by Customer Type (at the time the Sales Order's shipment was dispatched).
  • Customer Code: Filter unit sales by a specific Customer, using their the Customer Code.
  • Customer Name: Filter unit sales by a specific Customer, using their the Customer Name.
  • Customer Reference: Use the free text field to filter all quotes by their Customer Reference. The field works as a partial match and will populate any quotes that contain the filtered text. 
  • Sales Person: Use the dropdown menu to filter the report by Sales Person.

Grid column descriptions

By default, the following columns will populate in the Sales Enquiry's grid:

  • Order No.: Displays the Sales Order's reference number as a quick link, which will redirect you to the SO's page.
  • Order Date: Displays the Order Date set in the Sales Order.
  • Required Date: Displays the Required Date set in the Sales Order.
  • Completed Date: Displays the date the Sales Order was updated to Complete status. The field will be blank if the Sales Order is not in Complete status.
  • Warehouse: Displays the name of the warehouse allocated to the Sales Order.
  • Customer: Displays the Customer's name as a hyperlink, which will redirect you to the customer's record. 
  • Customer Type: Displays the Customer Type allocated to the customer, at the time the Sales Order was created. 
  • Product: Displays the product's code as a quick link, which will redirect you to the product's page.
  • Product Group: Displays the name of the Product Group the product's allocated to.
  • Status: Displays the current status of the Sales Order, including custom statuses.
  • Quantity: Displays the total number of units ordered for the product, per sales order line.
  • Sub Total: Displays the sum total sale price for the ordered products.

Hidden Columns

Using the Hidden Columns button you can choose which columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

The following column headers are also available to include on your Sales Enquiry and can be found in Show Toolbar, Hidden Columns:

  • Bin Location
  • Contact Email
  • Contact Name
  • Contact Phone
  • Customer Delivery Address
  • Customer Ref
  • Sales Order Number

Footer descriptions

After the Sales Enquiry has been run and populated results, the following values are displayed at the bottom of the page:

  • Sales Invoice Line Count: Displays the total number of order lines populated.
  • Total Sales Invoice Value: Displays the sum total revenue of all order lines populated.

Using the custom grids

Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner. Using the toolbar above the grid, you can manipulate how the filtered information is displayed in the grid as follows:

  • Group By Column(s): To group by a desired column, simply drag and drop the column header it into the grey tile space above the grid's header row. As soon as you drop it the grid the enquiry page will group all results by the dropped column's values. You can group by as many columns as you like and expand all or collapse all the groups using the plus or minus icons shown on the left of the grid.
  • Customize Columns Shown: Using the Hidden Columns button you can choose what columns are shown on the grid and where. Drag and drop a column across the grid's headers to re-arrange their order and position in the grid. Similarly, adjust a column's size by dragging it's side to the desired width.
  • Sort by column: Click on a column's header to sort the report by that field. Click the header once to sort into descending order and click again to sort into ascending.  
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