Preorder reports
See how many orders you have, how many are ordered, ready and delivered, and the money behind them, per branch.
What you need first
- Preorders in at least one branch.
Steps
Open Preorders and click Reports at the top, next to Buying list.
The cards at the top are the totals: orders, ordered, ready, delivered, pending, deposits held, the pipeline (money expected from orders not yet handed over) and the balance still to collect.
The By branch table splits the same figures per branch, with a total row at the bottom. Pick a branch in the header to see only that one.
Click Export CSV to download the table.
What you should see
The figures are counted the same way as the cards on the Preorders page, so the two always agree. Orders means delivered plus pending; cancelled and deleted orders are not counted.
Common mistakes
- Reading the pipeline as money in the bank. It is what the pending orders are worth; only the deposits have actually been paid.
- Adding deposits held to the balance to collect and expecting the pipeline. They match only when no order has been partly delivered.