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Customer - Order Detail (report)

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The Customer - Order Detail report shows each sales order and the line-level breakdown for each customer. The report includes information about unfulfilled shipments, applied line/invoice discounts, and outstanding amounts.

Lines that have a shipment date in the past are included in the quantity on back order.

Use cases

Sales representatives use the report to:

  • Analyze outstanding sales orders by customer and identify trends or patterns in their purchasing behavior.
  • Determine which orders have the highest outstanding amounts and prioritize follow-up accordingly.
  • Identify overdue back orders and communicate updated shipping timelines to customers.

Sales managers use the report to:

  • Analyze the backlog of sales orders and identify bottlenecks in the order fulfillment process.
  • Identify which customers have the most outstanding orders and prioritize follow-up.
  • Forecast future sales volumes and adjust procurement strategies.

Customer service representatives use the report to:

  • Identify overdue back orders and communicate updated shipping timelines to customers.
  • Analyze customer order history and identify any trends or patterns in their purchasing behavior.
  • Determine which orders have the highest outstanding amounts and prioritize follow-up.

Try the report

Try the report here: Customer - Order Detail

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

Sales reports
Ad hoc analysis of sales data
Sales analytics overview

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