Orders summary

Purpose

Use the Orders summary report to review summarized sales receipt / order data in a filterable list with drilldown to document details.

Roles involved

• Store manager
• Retail analyst
• Finance user

Preconditions

• The user needs permission to read the sales report.
• Sales report data must exist.

Navigation path

Reports → Orders summary

Step-by-step procedure

1. Open Reports → Orders summary.
2. Use the available filters such as receipt / transaction datetime, location, POS, worker, customer, customer group, creation date and type.
3. Run or refresh the list.
4. Review the result grid. The report includes document number, lines, amount, paid, payments, discount, location, customer, customer group, POS, worker, comment, membership points, transaction time, date and type.
5. Open a document number to see the document detail view.
6. Use export when you need the data outside the ERP.

Required fields

• No single filter is mandatory, but a date-related filter is recommended for practical use.

Validation rules

• Filter values must come from configured locations, POS, workers, customers and customer groups.

Exceptions

• The report is a list-style report with drilldown, not a single aggregated summary card.
• Document detail is opened from the document number link.

Common errors

• Users expect order lines directly in the list instead of opening the document detail.
• The result set is too large because no date or location filter is used.

Troubleshooting

• Use location, POS and date filters to reduce the result size.
• Open one document from the list when investigating a specific transaction.

Questions / Gaps

• The exact payment breakdown fields shown in the detail view should be confirmed with a live document example if needed.