Standing Order Log Summary Report
From FloristWiki
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:
- On the FTD Mercury Main Menu, click Business Reports.
- 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.
- 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).
- Select whether you want the report sorted by Customer, Frequency, or Store.
- In the Report Type area, select Summary.
- Click Finish. The report generates and opens in Excel.
- 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.
