REPORTING on CUSTOMER ORDER UNIT DEALS (including Unit Deals with Temporary Units)


There are two reports specifically for Customer Order Unit Deals:

  1. Active Unit Deals 
  2. Deal Units 


 To access the reports - from the Blackpurl Header > click on Reporting > Reports > Common Search 


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Reporting - Active Unit Deals

The default for this report is to list:

  • ALL Active Unit Deals 
  • For ALL status ie Quotation / In Progress / Approved / Invoiced


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Remember you can change the parameters by clicking on User-added image and making your changes.


For example you may only want to see ALL Quotations for the month of December 2018.

Click on User-added image > change the status to Quotation > change the date range to December 2018 > User-added image


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Reporting - Deal Units

The default for this report is to list:

  • all DEAL UNITS > SOLD > in the LAST 30 days.
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Remember you can change the parameters by clicking on User-added image and making your changes.


For example you may only want to see any Sold Unit Deals for Last 30 Days that you did - Owned by Me

  • Click on User-added image and change the Owner to Owned by me then click User-added image


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OR

  • You may want to report on Unit Deals with Temporary Units attached then you would ensure that you select QUOTATION and change the parameters similar to screen shot below


The report result will list the Unit Deals but the line items without Stock Number are the Temp Units:





TIP: Blackpurl allows you to save a report setup for next time by clicking on User-added image


For further information on reporting, please review our articles