Hold Order Reporting

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Users may sometimes need to see Hold Orders and view them by a single manufacturer, multiple brands or all the brands of a parent company. This report provide users with an idea of total orders and dollars on hold for a given time frame.

1. Navigate to the Orders page.

2. Select "Reports."

3. Select "Order Transaction Reports."

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4. The "Purchase Order Listing Report" window will appear. 

5. Select the "General" tab.

6. Select an "Output To" field.

7. Enter a title for the report. 

8. Check the "Show Details" box.

9 Enter a time frame for the report. 

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10. Select the "Selection" tab.

11. Check the "Hold Orders Only" box.

12. Locate the "Manufacturer" field, and select "Add."

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13. The "Select Manufacturer" window will appear.

14. Check the boxes for the needed manufacturers.

15. Select "OK."

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16. Select "Print."

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