Open Order Report

Use the Open Order Report to generate a list of all orders (sales and service) that have an open status (Administration > Reports > Sales > Orders and Invoices > Open Order Report). The report includes orders with may or may not be a balance due.

• Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues 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).

• Customer type: Use customer types to set up different customer classifications, e.g. Commercial, Residential, or Wholesale.

 - A customer type is added to a customer using the Profile tab of the Customer screen.

• Flag: Use order flags to classify your orders, e.g. holds, rentals, or financing.

• Source: You can see the source of an invoice using the Invoices tab on the Customer screen.

Security Permissions Required