Standing Order Log Summary Report

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(New page: The Standing Order Log Summary report provides you with a list of all open standing orders for a store (or all stores if you are a multi-store shop), sorted by customer, frequency, or stor...)
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'''To generate a Standing Order Log Summary report:'''
'''To generate a Standing Order Log Summary report:'''
#On the FTD Mercury Main Menu, click Business Reports.
#On the FTD Mercury Main Menu, click Business Reports.
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#Double-click Mercury Forms.
 
#Double-click on the Standing Order Log icon to open the template.
#Double-click on the Standing Order Log icon to open the template.
#If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
#If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
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#In the Standing Order Log window, select the store for which you want to generate the report. You can also select All Stores to generate a report for all stores (if you are a multi-store shop).
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#In the [[Standing Order Log Detail Report#Standing Order Report Window|Standing Order Report window]], select the store for which you want to generate the report. You can also select All Stores to generate a report for all stores (if you are a multi-store shop).
#Select whether you want the report sorted by Customer, Frequency, or Store.
#Select whether you want the report sorted by Customer, Frequency, or Store.
#In the Report Type area, select Summary.
#In the Report Type area, select Summary.
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#To print your report from Excel, on the File menu, click Print.
#To print your report from Excel, on the File menu, click Print.
#If you want to save the report from Excel, on the File menu, click Save.
#If you want to save the report from Excel, on the File menu, click Save.
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[[Business Reports|Back to Business Reports]]

Current revision

The Standing Order Log Summary report provides you with a list of all open standing orders for a store (or all stores if you are a multi-store shop), sorted by customer, frequency, or store.

The Standing Order Log Summary report contains the following information:

Column Description
Customer The name of the customer with whom the standing order template is associated.
Recipient The recipient of the orders generated by this standing order template.
Total The total order price for each order generated by the standing order template.
Recurrence Pattern The frequency at which the order recurs. This does not display any additional dates added to the standing order template, nor any dates removed.
Start Date The start date of the standing order template, and the date on which the first order was (or is to be) delivered.
End Date The date on which the standing order template will expire. This may be different than the Last Delivery Date.
Next Generation Date The date on which the next order is to be generated by this standing order template.
Previous Delivery Date The delivery date for the most recent order generated by this standing order template.
Next Delivery Date The date the next order generated by the standing order template is scheduled for delivery.
Last Delivery Date The final delivery date for orders generated by this template.
Store The store with which the standing order template is associated.

Generating a Standing Order Log Summary Report

To generate a Standing Order Log Summary report:

  1. On the FTD Mercury Main Menu, click Business Reports.
  2. Double-click on the Standing Order Log icon to open the template.
  3. If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
  4. In the Standing Order Report window, select the store for which you want to generate the report. You can also select All Stores to generate a report for all stores (if you are a multi-store shop).
  5. Select whether you want the report sorted by Customer, Frequency, or Store.
  6. In the Report Type area, select Summary.
  7. Click Finish. The report generates and opens in Excel.
  8. To print your report from Excel, on the File menu, click Print.
  9. If you want to save the report from Excel, on the File menu, click Save.


Back to Business Reports

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