Reporting on future sales demand

Help & advice
1

Hi
Is it possible to run a report showing products already on draft orders as well as confirmed orders. I.e. trying to get a picture of forward demand that includes both draft and confirmed sales orders.

If anyone can help I would be grateful
thanks
John

2

Hi John,

If using the Products sold report (either aggregate or raw data), there’s a default filter to only show products “Invoiced” orders; if you remove this filter and replace it with the following, it’ll show you products on draft/confirmed orders:
invoice.order_status in ("Draft", "Confirmed")

You might want to add a date filter to ensure there aren’t any old forgotten orders skewing the data, such as:

invoice.order_status in ("Draft", "Confirmed") and invoice.created_at >= "6 months ago"

Is this what you were looking for?

3

Hi Matt

Sorry I know this is back in March but its one of those jobs that just kept going down the to-do list. I’ve just tried to set up this report and put in the bits that you recommended however it is picking up stuff next week both draft and confirmed orders but not picking up orders that are confirmed in November.

Am I missing something?

Thanks

John

4

Hi John, thanks for your message. If you are using the Products sold report in the raw data explorer, you can add the Invoice → Issue date as a field to view and use the following in the Breww QL filter:

invoice.order_status in ("Draft", "Confirmed") and invoice.issue_date >= "today"

This should show you any orders due to be invoiced in the future with the order status of draft or confirmed. If you are still not getting the results for November showing, then feel free to raise a support ticket, and we can access your account and take a look for you!

5

Not showing so have raised a ticket as requested