REPORTING - SPECIAL ORDER SUMMARY
We have introduced a report that will assist Dealerships in keeping track of and chasing up Special Ordered items on Customer Orders
From the Blackpurl Header > Reporting > Reports > Common Search > Special Order Summary
The basic search result will list all Customer Orders with Special Orders for all statuses:
By changing the parameters to report on specific Special Order Status (SO Status), it will allow the Dealership to be really proactive in chasing up Vendors / placing orders or even contacting the customer to tell them all their items are in stock
To change the parameters - run the report and then click on and change the SO Status to what you want to report on and then click on
The Dealership wants to contact any Customer that has special ordered items that have been received into stock - the following parameters would be needed. Don't forget to click on APPLY after making your change:
Once the updated report has generated, the Dealership can:
- Review the CO by clicking on any of the blue CO#. Maybe the dealership can finalise the CO or contact the customer to tell them that the items have been received etc.
- Add or remove columns by clicking
- Print or export the list by clicking
- Saves the report for next time by click on
For further information on reports or tips, please review our articles - Reporting - Where are the Reports?