Running the Order Summary Report

KB Article #7757

The Order Summary report displays all available and submitted orders. 

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To learn more, watch this video:

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To run the Order Summary report: 

1. Click the Reports tab.
   
2. Click Order Summary Report.
   
3. A list of orders displays.
   
   Information for each order includes: 
   • Date & Time order was created
   • Number of lines in the order
   • Total value of parts in the order
   • Reference number
   • DMS Transfer status 
   • OEM Transfer status
   • Order Type
   • Who submitted the order (Submitted By)
   • Details
4. Click an option below to continue:
   
   • 1. Use the search bar to search for a specific order.
        
     2. Use the calendar icon to view orders from a specific date. 
        
     3. Check the Show Submitted Orders Only box to narrow results to only orders that have been submitted. 
        
     4. Check the Hide Orders w/ No Suggestions box to hide orders without PartsEye suggestions. 
        
     5. Click the  icon to download the list as an Excel spreadsheet or CSV file. 
     6. Click the icon to print the list. 
     1. Click the icon in the Details column. 
     2. The details will display.
        
        Information for each part includes: 
        • Line number
        • Part number
        • Description
        • Bin location
        • Unit Price
        • Quantity Suggested
        • Quantity Ordered
        • Line Total
        • Page Total
     3. Check the Show Submitted Lines Only box to hide any parts in the order that were not submitted. 
        
     4. Click the icon to download the list as an Excel spreadsheet or CSV file. 
     5. Click the icon to print the list. 
     6. Click the icon to refresh the list.