You can track your sales by order type, such as Showroom, eCommerce, Promotional, etc. You can then run a report on total sales, salesman, quotes, etc. by order type.
To use this feature,
- Make sure you set up the order types you want to track. See Manage order types.
- Configure Sales Orders to require that the Order Type be completed: in the Company Master, set Mandatory in S/O - Order Type to Yes.
- Download and configure the ARW Order type Report.
- Down the report template here: Order Type Report.
- View a sample of the report here: Order Type Report Sample.
- Learn how to Import ARW report templates.
- And learn how to Create and modify an ARW report.
- When sales are entered, the order type will be required, forcing users to specify one for every order. At a predetermined interval (Weekly, Monthly, etc), run the Order Type report to get stats on sales by order type. Here's an example:
Note: If order type is required, any integration that creates or imports orders must have a default order type. This includes eCommerce, QuickOrder, EDI, etc.
