Use this report to view a list of undelivered job items (Administration > Reports > Sales > Items > Items Waiting to Be Delivered). These are items with a status of Waiting to be Delivered.
-
The report includes the delivery date, serial numbers, and other pertinent information.
-
You must use the MS Excel output version and then filter on column D, “Type.”
Filters
-
Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbeques comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
-
You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
-
Stock site: A stock site is any location that carries inventory, e.g. retail stores, warehouses, and service vehicles.
-
Product Line: Product lines group your inventory items into high-level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers.
Security Permissions Required
| Category |
Function |
| Administration – Reports |
Can Access Reports Tree Branch |
| Can Access Reports - Sales |