POS Reports

Report: Customer Order with Customer Custom Field

What This Report Does:
Generates a list of POS orders by the associated custom field within a preset date range

Upon opening this report, you’ll have the following options for filtering your search:

  • From / To Date – Filter your results by a specified time frame
  • Customer Name – Filter your results by customer name
  • Order# – Filter your results by the assigned order number
  • Sales Person – Filter your results by the salesperson assigned

Once finished with your selections, click Run Report to continue

Once generated, you will be able to view the following information within the report:

  • Order# Displays the POS order number
  • Status – Displays the current status of the order
  • Date – Displays the date on which the order was placed
  • Customer – Displays the name of the customer attached to the order
  • Item Total – Displays the price of items on the order
  • Tax Amount – Displays the total tax applied to the order
  • Discount – Displays the total amount of discounts applied to the order
  • Order Total – Displays the sum total of all charges on the order
  • Due Amount – Displays the total amount currently due for the order
  • Sales Person – Displays the name of the sales person associated with the order
  • Custom Field – Displays any information pertaining to your customer custom fields. This section will produce as many columns as their are fields.

At the bottom of your generated table, you’ll also be able to view the sum totals of Item Total, Tax Amount, Discount, Order Total, and Due Amount for the date range selected

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