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astokerwcc wrote:

We would like to track all sales through specific "Ship Via" customers so we can see the total sales volume through walk-in customers and UPS, FedEx, etc. Is this possible?

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yes you can.  I made this report last year for the US Dept of Commerce's census quartly reports.

Using OE -> TRANSFER -> CUSTOM EXPORTS

Create a new report

Give it a title

Depending on the details needed choose  OE INVOICE

Then Choose the fields for your report

next choose a SORT method if needed

I allows try to get a SET criteria , either a date range or Sales orders or Invoice numbers to lessen the load on the server

RUN the export it to excel/screen

Ok, having a little trouble.

I have a custom report, but what fields do I need to only see a one figure total of all "walk in" "UPS" etc. customers? I made an export and it has hundreds of fields with increasing values and some customers have 20 or more fields all with the same amount..

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astokerwcc wrote:

Ok, having a little trouble.

 

I have a custom report, but what fields do I need to only see a one figure total of all "walk in" "UPS" etc. customers? I made an export and it has hundreds of fields with increasing values and some customers have 20 or more fields all with the same amount..

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Its going to be up to you to SUM in excel.

When I did mine, I chose INVOICE #, SHIPVIA,  SUBTOTAL

I then ran the report with CRITERIA = ORDERDATE >=1/1/2013  ( for shipments this year)

& SORTED by SHIPVIA

It generates an excel file with 1100+ rows for me

I delete rows 1 & 2 so the fieldnames are now in row 1

I then Select COLUMNS B & C and choose the DATA RIBBON in EXCEL and SUBTOTAL from the OUTLINE part of the DATA ribbon

It will open a new dialog box and ask:

At each change in " SHIPVIA"

use function: "SUM"

Add subtotal to:  "SUBTOTAL" is checked

also checked are REPLACE current subtotals and summary below data

Then click on OK, this may take a minute or two

Your screen should update with an OUTLINE mode  with 1,2,3 appearing just to the left of the ABCD...  row

Click on the "2" and you will collaspe the OUTLINE to show the SUBTOTALS for each ship method

Depending on how dirty your data is you could have 15 or more subtotals, 15 is the default names, but they can be modifed on the SalesOrder, so I end up with hundreds of ship methods

Yes! Thank you!!!