Description
This article explains how to open Analyse Sales Report by Referral Source. This report display Sales Orders List grouped by Referral Source.
Detail Steps
To access Report:
Open WMS.
Select Reports > Sales > Sales Summary > By Referral Source.
Select Report Set (select *Default if no additional customisations done).
4. Select Customer or *Show All.
5. Select Location or *Show All.
6. Select Item or *Show All.
7. Select Salesperson or *Show All.
8. Select Date range.
9. Select Date Type.
10. Select Sale type.
11. Select Priority or *Show All.
12. Select Approval or *Show All.
13. Select Report Type: Summary or Detail.
14. Open Advanced Tab.
15. Select Supplier or *Show All.
16. Select Pick Status or *Show All.
17. Select Filter Status: By Order or Line.
18. Select Purchase Order, Job Code, Referral Source and default Salesperson or *Show All.
19. Generate Report.
Example Report in Summary Type:
Example Report in Detail Type:
Related Information
If you encounter an issue running Report, please contact Datapel Support team.