Picklist Report

How do I

The Picklist report lists items on open sales orders and proposals (Sage 50 Premium Accounting and higher).

Use this as a worksheet to pull items to fulfill a sales invoice. You can also print a report that includes drop shipments or one that is only drop shipments. This lets you track orders you place with your vendor that are shipped directly to your customers.

Options

Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

  • As of Date: The report will be current as of this date.
  • Sort by: You can sort by sales order or proposal number, ship-by date, customer ID, item ID, or location.
  • Summarize report: Select this if you only want to print summary information. This option is not available for all fields and can only be used if the Report Order is by Item ID.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.
  • Shorten Description: This shortens the long description so it fits on one line.

Columns

Select the Columns link to choose which data fields to include and where the columns break on your report. Tell me more about choosing report fields.

Fonts

Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.

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