Support • PartBase PRO Manual

Sales Module sections: Invoicing, Sales History, Payments, RMA, Reports

There are currently 4 reports included in the Sales Module:

Invoice Report

This option allows you to create a report of invoices based on certain criteria.

Pre-Defined Report Settings - Selecting these options will automatically select the fields and report criteria

Report Fields - Put a check next to the fields you want to include on the report.

Report Criteria - Use this to enter what criteria the part must satisfy to be printed on the report.

Sorted By - Select how you want the report sorted.

Print options
     Summary Only - Select this option to print only the totals at the end of the report
     Compressed Font - This will print the report with a smaller font which will allow more information on the page
     Preview - This option allows you to view the report on the screen prior to printing

Print - Start processing the report.

Sales Report

This option allows you to create a sales report based on certain criteria.

Report Fields - Put a check next to the fields you want to include on the report.

Report Criteria - Use this to enter what criteria the part must satisfy to be printed on the report.

Sorted By - Select how you want the report sorted.

Print options
     Summary Only - Select this option to print only the totals at the end of the report
     Compressed Font - This will print the report with a smaller font which will allow more information on the page
     Preview - This option allows you to view the report on the screen prior to printing

Print - Start processing the report.

A/R Aging Summary Report

This report summarizes the status of unpaid invoices and shows what each customer owes for the current billing period and the previous billing periods which default to the interval of 30, 60 & 90 days.

Calculate days by - You can either calculate the days overdue by the Payment Due Date or Invoice Date of the invoice. 

List Invoice Detail - Check this option if you want to list all open invoices for each customer. If unchecked, it will only print the totals of all open invoices for each customer.

Days per aging - Enter the number of days per billing period. This defaults to 30 which will give you a report for 30,60, & 90 days.

As of - This defaults to the current date. This is the date the report is for and is used to calculate the days an invoice is overdue. 

Print Preview - This option allows you to view the report on the screen prior to printing

Print - Start processing the report.

A/R Aging Detail Report

This report shows the unpaid invoices grouped by aging period (the due date) and also shows the # of days past due the invoice is.

Calculate days by - You can either calculate the days overdue by the Payment Due Date or Invoice Date of the invoice. 

As of - This defaults to the current date. This is the date the report is for and is used to calculate the days an invoice is overdue. 

Days per aging - Enter the number of days per billing period. This defaults to 30 which will give you a report for 30,60, & 90 days.

Print Preview - This option allows you to view the report on the screen prior to printing

Print - Start processing the report.