Branch order reporting

There are three reporting functions available when it comes to branch orders:

• List Branch Orders
• Branch Order Analysis
• Query Branch Order

List Branch Orders

This is one of the reporting functions that is used the most in Fincon Accounting due to what information it gives you. It shows you which orders are still in progress and gives you the status of each order - helping you to determine where in the process the order currently is and helps you to determine what to do next.

Branch Order Analysis

This report displays an analysis of outstanding orders. 

Query Branch Order

This report displays the original, delivered, and outstanding quantities of items on a specific branch order, helping you to determine what has been processed and what still needs to be done with the specific branch order.

List Branch Orders

Watch this video to see how to view a list of branch orders or follow the steps below it.

Navigate to the correct window

1. Navigate to Orders / Branch Orders / List Branch Orders.

Generate the report

1. Select the sort order of the list from the Sort Options group.
2. Select the stock location to search in from the Location dropdown list.
3. Enter what to search for in the Positioning Value text box.
4. Click the OK button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Branch Order Analysis

Watch this video to see how to view a branch order analysis or follow the steps below it.

Navigate to the correct window

1. Navigate to Orders / Branch Orders / Branch Order Analysis.

Set the report parameters

1. Select the appropriate stock location from the Location dropdown list.
2. Enter or select the appropriate supplier account in the Account text box, if you so wish.
3. Select whether you want the report to display Details per Account or give you a Summary per Item.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Query Branch Order

Watch this video to see how to query a branch order or follow the steps below it.

Navigate to the correct window

1. Navigate to Orders / Branch Orders / Query Branch Order.

Call up the appropriate branch order

1. Enter (or select) the appropriate branch order number in the Order Number text box.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.