Standing Order Log Summary Report

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Revision as of 12:53, 15 February 2011

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 Mercury Forms.
3. Double-click on the Standing Order Log icon to open the template.
4. If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
5. 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).
6. Select whether you want the report sorted by Customer, Frequency, or Store.
7. In the Report Type area, select Summary.
8. Click Finish. The report generates and opens in Excel.
9. To print your report from Excel, on the File menu, click Print.
10. If you want to save the report from Excel, on the File menu, click Save.