Sales By Origin Report includes Continuity Orders
The Sales By Origin Report, located under Reports -> Sales Reports, includes Continuity Orders in its totals. Currently the only way to filter out continuity shipments from the Sales by Origin Report is if the subsequent product offers are setup with separate Product Groups than the originating offers and one time shipment (OTS) offers.
The order totals in the Sales By Origin Report will not immediately tie out to either the Net Sales Report or the Gross Sales Report without first taking the steps below.
Net Sales Report - By default only Regular (aka OTS orders) and Enrollment (aka starting offers in an continuity sequence) orders are reported in the Net Sales Report and Continuity orders are filtered out. To include Continuity Orders click the Show Multiple icon to the right of the Order Type drop down menu and move Continuity from the "Available OrderTypes" column to the "Selected OrderTypes" column and click OK prior to running the report.
Gross Sales Report - To include Continuity Orders in the Gross Sales Report you will want to check the box on the right next to "Include Continuity Orders".
Net Sales Report vs. Cash Flow Report
Two reports in OrderLogix that are commonly compared are the Net Sales Report and the Cash Flow Report. This article will outline how you will want to run these two reports so that the data is comparable as well as limitations that may prevent you ...
Automatically Stopping Continuity Subscriptions for Orders in Unfavorable Statuses
Module: Company Data Company Data > Company > System Preference > System/Subscription Topic: Subscription Version(s): ? Editions: ? In the System Preferences window on the System/Subscription tab, there are three statuses that you can choose from to ...
Using Coupon Codes on Imports vs Manually Entered Orders
Module: Advertising Path: Company Data -> Advertising -> Coupon Codes Topic: Import vs Manual Orders and Coupon Codes Version(s): Editions: Coupon codes on imported orders differ from coupon codes on manually entered orders in that they are ...
Allowing Holds on preauthed orders
Hold is an option you can enable on the Demographics tab of the Script Properties window (located under Company Data -> Advertising -> Maintain Scripts). Checking the box next to Holds will allow users to enter a hold date when submitting orders. ...
Report to Display ReShips
If you are looking for a report that will provide a list of orders for which a reship has been issued, the "Customer Service Activity" report can provide this information. The report can be filtered to show orders with items that have been ...