Generate Sales Order Report in Thrive Accounts
Trojan Support User
15 steps
55 seconds
Thriveaccounts
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Navigate to <https://app.thriveaccounts.com/> and open the sales module.
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Click "Sales Order Report"
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For filtering your sales order report to a single customer account, select them from the list
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For filtering to a specific range of accounting periods, enter them here.
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You can do the same for a specific date range here.
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You can also choose whether to include all transactions or outstanding only.
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Lastly, you can filter to a specific sales rep or selected currency for a customer.
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Click "RUN REPORT" to generate your report.
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On the report, the list of sales orders will be sorted from oldest to newest, with the oldest sales order at the top,
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and the newest sales order at the bottom.
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The first line shown in the report will be the details about the sales order transaction. Here we have the transaction code, date and customer account.
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The lines following this are the line items on a sales order. Here we see the product code and name,
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followed by the price, quantity, outstanding amount and value.
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beneath the line items will be the footer, with a summary total of the quantity of products ordered and the total value.
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You can download your report as a csv or pdf using the download icons in the top right.
For any further information on sales order report, contact the support team.
