Sales Order with Product Line-Item Report
The Sales Order with Product Line-Item Report in O2VEND Back Office displays complete details of sales orders and their respective product line items.
It supports effective sales tracking, customer analysis, and performance evaluation at both order and item levels.
Overview
The report provides a structured breakdown of every sales order generated during the selected time frame.
Each entry includes both order-level and item-level data for enhanced visibility into sales performance and customer activity.
Key Columns
| Column | Description |
|---|---|
| Created On | Displays the date and time when the order was created. |
| SO / Cus. PO | Shows the Sales Order or Customer Purchase Order number. |
| Customer Name | Name of the customer associated with the order. |
| Customer Phone | Customer contact number. |
| Line Items | Number of individual products within the order. |
| Order Status | Displays the current status of the order (e.g., In Process, Completed, Cancelled). |
| Payment Status | Indicates whether the payment is pending or received. |
| Shipping Method | The type of shipping used for delivery (e.g., Free, Courier). |
| Shipping Address / Pincode / City | Provides complete delivery address details. |
Navigation Path
Reports → Order Reports → Sales Order with Product Line-Item Report
Filters and Search Options
The report includes dynamic filters and search tools for easier data analysis:
- Date Range: View sales orders within a specified period.
- Sales Order / Customer PO: Quickly locate specific order numbers.
- Customer Name or Phone: Search by customer details.
- Payment and Order Status Filters: Analyze orders based on financial or process status.
- Pagination and Totals: Totals and page navigation appear at the bottom for better viewing and control.
Report Actions
- Export All / Export Current Page: Download the report in Excel or CSV format for auditing or further analysis.
- Sorting & Search: Columns can be sorted, and quick search functions enable rapid access to order details.
Business Benefits
- Enhances visibility across sales and customer transactions.
- Supports product-wise and order-wise performance evaluation.
- Simplifies accounting reconciliation and sales auditing.
- Provides actionable insights for retail decision-making.
- Enables real-time tracking of sales and operational trends.
Efficient Sales Performance Analysis
The Sales Order with Product Line-Item Report simplifies sales performance tracking, providing comprehensive insights into order volume, customer activity, and fulfillment trends.
It enables businesses to assess growth opportunities, monitor order progress, and optimize retail operations with data-backed clarity.