Q: I would like to see all my special orders by year. How can I filter my special orders by year?
A: You can get a list of special orders by year using the following options:
Special Order Dashboard Advanced Filter
Export a Special Order Report in The Report Center
Advanced Filter:
To search for special orders by year, follow these instructions:
Go to Orders > Special Orders > Dashboard > Advanced Filter.
Set the following:
Start Date: Pick the start date you use for the accounting year. For example, if your year starts on January first, set the Start Date to 01/01/2021.
Set End Date: Pick the end date you use for the accounting year. For example, if your year ends on December thirty-first, set the End Date to 12/31/2021.
Show Orders: Check the box for "Finalized" to show all orders for the year in review.
Apply any additional search filters.
Click "Search" (as shown below).
The filtered special order results by year will then be displayed.
Special Order Report:
You can download the Special Order Report by going to Report Center > Special Orders. This spreadsheet contains all of the information regarding your special orders. Before downloading, you can select a date range to configure the report within a certain time window. The report breaks down special orders into three separate sheets: by vendor, by Customer, and by all special orders. Click Here for more details about the report center.