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Order Reports by SKU not complete

This tutorial guides you through generating detailed sale order reports by SKU not complete using the Worktraq App.

1. Open Sales Order

Navigate to "Sale Order' to access all order-related features.

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2. Open Production Reports

Select "Production Reports" to view available reporting options.

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3. Select SKU Incompletion Report

Click "Find selected SKU not complete" to open the report for incomplete SKUs.

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4. Use the Report Filters

A filter panel will appear on the right. Use this form to refine your report by combining multiple filters for more accurate results.

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5. Select Product

Click the company-icon.png icon to choose a specific product.

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6. Select Company

Click the company-icon.png company icon to choose a specific company.

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7. Select Contact

Click the contact-icon.png contact icon to filter by a specific contact.

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8. Select Sales Representative

Click the contact-icon.png contact icon to filter by a specific sales representative.

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9. Select CSR

Click the contact-icon.png contact icon to choose a Customer Service Representative for more refined results.

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10. Filter By Job Number

Enter a Job number to narrow down results to specific jobs.

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11. Select Specific Date

Click the calendar-icon.png date picker to filter results by a single date.

Note: Do not use this if you plan to apply a Date Range.

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12. Apply Date Range

Select a date range option to filter orders over a period of time.

Note: Use this instead of Specific Date, not together.

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13. Generate Report

Click "Continue" to generate the report based on your selected filters.

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14. Open Sale Order Details

Click the sales order number and date to view detailed information.

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15. Export Report

Use the bottom menu to export the report as:

  • PDF
  • Excel
  • Print

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You have successfully generated a report showing incomplete SKUs. You can now review filtered results, check order details, and export the report to help track production and manage customer orders more effectively.