Report Center: Report of Orders Filled

From FloristWiki

(Difference between revisions)
Jump to: navigation, search
Current revision (14:19, 25 July 2011) (edit) (undo)
 
(2 intermediate revisions not shown.)
Line 13: Line 13:
==Generating the Report of Orders Filled==
==Generating the Report of Orders Filled==
-
 
-
#Double-click on the Aged Analysis Report icon to open the template.
 
-
 
-
 
-
 
'''To generate the Report of Orders Filled:'''
'''To generate the Report of Orders Filled:'''
#On the FTD Mercury Main Menu, click Business Reports. Report Center opens
#On the FTD Mercury Main Menu, click Business Reports. Report Center opens
#Hover over the Wire button and select Report of Orders Filled. The Report of Orders Filled screen opens.
#Hover over the Wire button and select Report of Orders Filled. The Report of Orders Filled screen opens.
-
#In the Selection Type section, select whether you want to display orders filled by Shop Code or Wire Service.
+
#Seclect whether you want to display orders filled by Shop Code or Wire Service.
-
#If you selected Shop Code in the Selection Type section, click the arrow in the Shop Code field and select the shop for which you want to print orders filled. If you want to print orders filled for all shop codes, select All Shop Codes.
+
#*If you selected Shop Code, ensure your shop code is selected from the list.
-
#If you selected Wire Service in the Selection Type section, click the arrow in the Wire field and select the wire service for which you want to print orders filled. If you want to print orders filled for all wire services, select All Wire Services.
+
#*If you selected Wire Service, select the appropriate wire service for the report.
-
#In the Delivery Date Range section, select the start and end dates for the delivery dates.
+
#In the Starting Delivery Date field, enter the beginning date for the report.
-
#Click Finish. The report generates and opens in Excel.
+
#In the Ending Delivery Date field, enter the ending date for the report.
-
#To print your report from Excel, on the File menu, click Print.
+
#Click Generate. The report appears below the criteria area.
-
#If you want to save the report from Excel, on the File menu, click Save.
+
-
 
+
-
==Report of Orders Filled Window==
+
-
The Report of Orders Filled window allows you to configure settings for the Report of Orders Filled.
+
-
The Report of Orders Filled window contains the following settings:
+
==Report of Orders Filled Screen==
 +
The Report of Orders Filled screen allows you to configure settings for the Report of Orders Filled. It contains the following settings:
<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
Line 40: Line 32:
</tr>
</tr>
<tr>
<tr>
-
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Selection Type></td>
+
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Shop Code</td>
-
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select to report on orders by shop code or wire service.</td>
+
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select this option to report on orders by shop code. Then select the code for the orders to include in the report.</td>
</tr>
</tr>
<tr style="background:#f2ebd8;">
<tr style="background:#f2ebd8;">
-
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Shop Code></td>
+
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Wire Service</td>
-
<td style="padding: 3px; text-align:left; font-size: 9pt;">If you selected to report on orders by shop code, select the code for the orders to include in the report or select to include all codes.</td>
+
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select this option to report on orders by wire service. Then select the wire service for the orders to include in the report or select to include all wire service types.</td>
</tr>
</tr>
<tr>
<tr>
-
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Wire></td>
+
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Starting Delivery Date</td>
-
<td style="padding: 3px; text-align:left; font-size: 9pt;">If you selected to report on orders by wire service, select the wire service for the orders to include in the report or select to include all wire service types.</td>
+
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the start date for the report</td>
</tr>
</tr>
<tr style="background:#f2ebd8;">
<tr style="background:#f2ebd8;">
-
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Delivery Date Range></td>
+
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Ending Delivery Date</td>
-
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the delivery start and end dates to be included in the report.</td>
+
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the end date for the report.</td>
</tr>
</tr>
</table>
</table>

Current revision

Image:ImportantInfoIcon.png

This information applies only to Mercury Connect.

The Report of Orders Filled lists all incoming orders that you filled and entered in your system over a chosen delivery date or date range. The report also provides the grand total number of orders filled and the dollar amount associated with the orders.

Generating the Report of Orders Filled

To generate the Report of Orders Filled:

  1. On the FTD Mercury Main Menu, click Business Reports. Report Center opens
  2. Hover over the Wire button and select Report of Orders Filled. The Report of Orders Filled screen opens.
  3. Seclect whether you want to display orders filled by Shop Code or Wire Service.
    • If you selected Shop Code, ensure your shop code is selected from the list.
    • If you selected Wire Service, select the appropriate wire service for the report.
  4. In the Starting Delivery Date field, enter the beginning date for the report.
  5. In the Ending Delivery Date field, enter the ending date for the report.
  6. Click Generate. The report appears below the criteria area.

Report of Orders Filled Screen

The Report of Orders Filled screen allows you to configure settings for the Report of Orders Filled. It contains the following settings:

Setting Description
Shop Code Select this option to report on orders by shop code. Then select the code for the orders to include in the report.
Wire Service Select this option to report on orders by wire service. Then select the wire service for the orders to include in the report or select to include all wire service types.
Starting Delivery Date Select the start date for the report
Ending Delivery Date Select the end date for the report.



Back to Report Center

Personal tools