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The Outstanding Sales Orders Report provides visibility of all active sales orders that have not been fully delivered or invoiced across selected branches, customers, and time periods.
This report helps users to:
Monitor pending sales orders and outstanding amounts.
Track goods and delivery charges for full financial visibility.
Identify customers with outstanding orders for follow-up.
Support planning and operational decision-making.
Getting There
To access the Outstanding Sales Orders Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Stock category.
Click the Outstanding Sales Orders module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which outstanding sales orders are displayed.
Branch: Filters the report by the branch where the sales order was created. The report automatically uses the branch selected in the main Service Geeni interface. If All Branches is selected, you can choose one or more branches. This allows you to focus on a single branch or review data across the business.
Period: Filters the report by delivery date. Only sales orders within the selected date range are displayed. This allows you to review recent activity or analyse trends over time.
Customer Account: Filters the report by customer account number. This allows you to review outstanding orders for specific customers and support targeted follow-ups.
Column Breakdown and Key Fields
Each row in the report represents an outstanding sales order with amounts not fully delivered or invoiced.
Column Name | Description |
Branch | The branch where the sales order was created. |
Sales Order Number | Unique identifier for the sales order. |
Account No. | Customer account number. |
Sales Rep. | Assigned sales representative. |
Order Date | Date the sales order was created. |
Base Outstanding Amount | Outstanding amount excluding VAT in base currency. |
Base Outstanding VAT | Outstanding VAT in base currency. |
Base Total Incl. VAT | Total outstanding, including VAT in the base currency. |
Outstanding Amount | Outstanding amount in transaction currency. |
Outstanding VAT | Outstanding VAT in transaction currency. |
Total Incl. VAT | Total outstanding, including VAT in transaction currency. |
Nominal | Nominal code for accounting. |
Cost Centre | Cost centre linked to the order. |
Department | Department code linked to the order. |
Insight: Regularly reviewing outstanding sales orders ensures timely follow-ups, accurate financial reporting, and visibility of pending revenue.
The Outstanding Sales Orders Report provides visibility of pending sales activity and associated financial values.
It is recommended that you review this report regularly, such as weekly or monthly, to ensure outstanding orders are followed up, delivered, or invoiced promptly.