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 setup 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




Can Access Reports Tree Branch

Can Access Reports - Sales