Customer Order Summary

The Customer Order Summary shows all final-reconciled outgoing customer orders for the selected time period. The report can be viewed summarized (with totals for each product for all customers) or un-summarized (with totals for each product broken down by customer.)

Menu Paths: Net-Chef > Sales: Reports > Customer Order Summary
Menu Paths: Net-Chef > Reports: Sales > Customer Order Summary

Transactions Included: Reconciled Customer Orders, Final Reconciled Warehouse or Commissary Orders

Report Controls

Location: (Cruise, Corporate only) – Select the desired location from the drop-down

Post Date: Drop-down; can select post period End Dates.

From/To: Calendar widgets; can select any dates

Group By: Product Name, Customer, GL Code/Description, Market Master Status, Category, Subcategory, Microcategory

Summarize: Product, Customer, GL

Funnel (Filters): Any report column; Category/Subcategory/Microcategory, Market Master Status

Printer (Export): PDF, Excel, CSV formats

Report Columns (default view):

Click any column header to sort by the data in that column.

Product Number – The company product number.
Product Name – The company product name.
Issue Unit – Issue Unit 1 for Customer or Commissary Orders; Issue Unit 2 for Warehouse Orders.
Customer Name – The name of the customer to which the product was issued.
Reconcile Units – The total quantity issued.
Reconcile Value (Selling Price) – The total value of the issued quantity, including any markups, discounts, and/or special customer pricing.
Reconcile Value (Issue Cost) – The value of the issued quantity based on the location product's Issue Cost.

Additional Columns (hidden by default):

Customer Code – The code for the customer to which the product was issued.
GL Code – The GL Code associated with the company product's assigned category.
GL Description – The GL Description associated with the company product's assigned category.
GL for CGS – The GL for CGS associated with the company product's assigned category.
Location Department – The name of the location department associated with the customer.
Location Department Code – The Code for the location department associated with the customer.
Company Department – The name of the company department associated with the customer's location department.
Company Department Code – The Code for the company department associated with the customer's location department.
P&L Grouping – The GL grouping associated with the GL Account linked to the company product's assigned category.
P&L Substructure – The GL substructure associated with the GL Account linked to the company product's assigned category.
Voyage Number (Cruise only) – The number of the voyage during which the order was created.