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dswayze
Level 2

Sales order report

I need an open sales order report that includes the item name.  We use this for scheduling purposes. 

 

I have used the report from Customer Center > Transactions > Sales Orders > Open Sales Orders > View as report.   This is EXACTLY what I need, except when I run the report,  and customize it, I add Item and Item Description columns, but they populate blank.  Can anyone shed some light on this, or help me with another report?

9 Comments
AldrinS
QuickBooks Team

Sales order report

Greetings, dswayze.

 

I'd be happy to provide some insight regarding this matter.

 

The report that you pulled up is called Transaction List by Customer. At this time, this report doesn't display Item and Item Description that you entered on your Sales Order.

 

That being said, I'll recommend that you pull up the Open Sales Order by Item report instead. With this, you'll be able to add these columns and ensure that they won't be blank. Here's how you can pull it up:

  1. From the Reports menu, choose Sales, then Open Sales Orders by Item.
  2. Click the Customize Report button.
  3. In the Columns section, look for Item and Item Description and select them.
  4. Click OK and then Refresh.

For future reference, I'm also including this article: Customize reports in QuickBooks Desktop

 

That should do it. Let me know if there's anything else I can help you with, I've always got your back. Have a great day!

dswayze
Level 2

Sales order report

Thank you for the response, but that's not quite what I was looking for, and the report I've pulled up is not Transaction Report by customer.    Those reports separate each item or customer.  The report I've pulled is Sales Orders for All Customers.  I am looking for a report that looks like my screenshot I've attached.  Actually, that report is perfect with the one exception that the item and description won't populate.  Why put the option for item and description if it won't show up?

JenoP
QuickBooks Team

Sales order report

Joining in to share a different option, dswayze.

 

I found a report that will give you the Item and Item descriptions. Here's how:

 

  1. Go to the Reports menu, select Sales, and then click Open Sales Order by Item.
  2. Click Customize Report
  3. Check the Item and Item Description columns.
  4. Uncheck all other columns that you don't want to be part of the report.
  5. Click OK

I'm also sending your feedback about the blank Item and Item Description columns when running the report through the Customer Center. They will review this for future updates. 

 

Let me know if you have other questions. 

so.PNG

 

so 2.PNG

 

so 3.PNG

 

Rustler
Level 15

Sales order report

QB is notorious for that kind of thing, the problem resides with the type of report, there are summary reports and detailed reports, some fields, like line items, only work for some detailed reports (for some reason they do not work in all detailed reports - an intuit quirk)

 

A sales order by customer is a summary report, and only lists the sales order itself

a sales order by item, will show the sales order and the items on it.

reports>sales>

 

unfortunately, the sales order by item report can not be sorted by name or number at the top level, only within the item name will that work

 

dswayze
Level 2

Sales order report

What I finally decided on was a heavily modified Sale order by Item report, with the Item and Item Description columns added (since this is the only sales order report that would actually populate those fields).  Exported to excel, sorted by ship date, then, since the item headers are all on the bottom, I delete any info I don't want towards the bottom.  It's cumbersome, but it wortksfor now.

kelbourne
Level 1

Sales order report

It can be done! Run a report for Sales by Customer Detail. This will put all your customer names in the headers of each section. Click Customize, then go to the Filters tab. Select Transaction Type > Sales Order. Then, and this is the crucial part, select Posting > Non-posting You can then filter this for just the items you want to see. I hope that helps.

@dswayze wrote:

What I finally decided on was a heavily modified Sale order by Item report, with the Item and Item Description columns added (since this is the only sales order report that would actually populate those fields).  Exported to excel, sorted by ship date, then, since the item headers are all on the bottom, I delete any info I don't want towards the bottom.  It's cumbersome, but it wortksfor now.


 

Mo Rene
Level 1

Sales order report

First time contribution here.

I was having issues with this too, but i found the solution.

 

After including columns "item" and "item description", the information will appear after:

 

customize > filters > detail level > select "all"

 

 

kschultz1
Level 1

Sales order report

I need a monthly report for all sales orders that were written within a certain month - let's say June 2021.

When I use the custom filters recommended here I only get the open sales orders not all that were written and the ones closed in the month of June.  

I tried using the filter sales orders entered and modified however I only get the open sales orders not open and closed in June.

The report I need will be used to pay a commission to a sales person based on sales orders written within a given month.  Please send instructions to customize that report in QuickBooks.

 

Thanks

LollyNino_C
QuickBooks Team

Sales order report

Thank you for reaching out to the Community, @kschultz1

 

In QuickBooks, the closest we can get is the Transaction Lists by Customer report. This can be customized to only show the Sales Orders.

 

Here are the steps:

  1. Go to the Reports menu at the top, and select Customers and Receivables.
  2. Select Transaction List by Customer.
  3. Click Customize Report in the upper left. 
  4. Go to the Filters tab. 
  5. Under the Choose Filter list, select Transactions Type
  6. Under Account to the right, click the drop-down and select Sales Order.
  7. Click OK.

Customizing the report to show non-posting transactions is important because QuickBooks will only show transactions that have affected the balance and P&L accounts by default. 

 

To create the report:

  • Go to the Reports menu at the top of the screen then choose Sales and then Sales Rep By Detail
  • Click Customize Report
  • Choose the Filters tab
  • In the Choose Filter area, choose Posting Status
  • Set the Posting Status to Non-Posting

Then press OK to display the report. 

 

As a workaround, you can run the Transaction Detail report instead. Then, filter the Transaction Type to Sales Order to show both open and closed transactions. 

 

For future reference, read through this article and learn about customizing your report to show the details that only matter to you and your business. 

 

Feel free to post more if you have additional concerns. I'd be happy to get back and help. 

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