# Reports by Orders On the Order page user have two options to check the sales report, **Primary sales**, and **Secondary sales.** In **Primary sales**, all the customers belong to the **distributor** category In **Secondary sales**, all the customers belong to the **retailer** category ## Orders In **CRM**, select **Field sales** and click on the **Dashboard** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjafiyamBfU6ngzK5Phuz%2F0.png?alt=media) ### Date wise sales To check the **date wise sales**, for primary customer(distributor) select **order** and in the sub-filter select **date wise order**. ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fb69hbNeNejD5SdAD6bbJ%2F1.png?alt=media) In date wise sales, select **primary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FSEd8O0eH39lQprWJI8tB%2F2.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FvuGTj2pU8CuzxRpllkJu%2F3.png?alt=media) To check the **date wise sales**, for **secondary** customer(retailer) select **secondary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F2xN2zlZ04RsRr25eB9pH%2F4.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FIBlDkjpp36b22jsjRF89%2F5.png?alt=media) ### Customer wise sales summary To check the **customer wise sales summary**, select **order** and in the sub-filter select **Customer wise sales summary** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FmVNnVF0QOOalQaAuJ2ZW%2F6.png?alt=media) In customer wise sales summary, select **primary sales(distributor),** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdRsfE4gv7OuFSl0vUeh8%2F7.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FuJARfz1VG45TxmsHFEiQ%2F8.png?alt=media) To check the **date wise sales**, for **secondary** customer(retailer) select **secondary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F5ar9KNRmXJgXjZWwK38O%2F9.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F8INyAaie4dEiXlBYCZPY%2F10.png?alt=media) ### SKU wise sales summary To check the **SKU wise sales summary**, select **order** and in the sub-filter select **SKU wise sales summary** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCKzlgRsb5lNAz2OWen2x%2F11.png?alt=media) To check SKU **wise sales summary** for **primary sales(distributor)** select **primary sales, product, sales agent, city, state, and date range** and hit the **show report** button and check all the details ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FQ4v4aXY5y3yzD6Tzly91%2F12.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FSMrNUss6DiC98GlenX24%2F13.png?alt=media) To check SKU **wise sales summary** for **secondary sales(retailer)** select **secondary sales, product, sales agent, city, state, and date range** and hit the **show report** button and check all the details ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fh8CiLcOVUvjlCSZ6y3GH%2F14.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FaqDTlJv1M8xuUNREeEdW%2F15.png?alt=media) ## Order by agent To check the **Order by agent**, select **order** and in the sub-filter select **SKU wise sales summary**. ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FrPsRH5Ne0naO2umXo2ln%2F16.png?alt=media) 1\. To check **Order by agent- Amount** for **primary sales(distributor)** select **primary sales, date range and Amount** in the filter and hit the **show report** button and check all the details ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCAQfq8ZwBPh7GoKZNMd4%2F17.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FmAeezLpE8g4LbLI16AZy%2F18.png?alt=media) 2\. To check **Order by agent- order** for **primary sales(distributor)** select **primary sales, date range and Order in the filter** and hit the **show report** button and check all the details ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fnlw2nNcXGVRu6YROosm3%2F19.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FF9LZszshW9QSfmyfrsSG%2F20.png?alt=media) 3\. To check **Order by agent- Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details
4\. To check **Order by agent- Amount** for **secondary sales(retailer)** select **secondary sales, date range and Amount in the filter** and hit the **show report** button and check all the details
5\. To check **Order by agent- Orders** for **secondary sales(retailer)** select **secondary sales, date range and Order in the filter** and hit the **show report** button and check all the details
6\. To check **Order by agent- Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details
## Product wise Orders To check the **Product wise orders,** select **order** and in the sub-filter select **Product wise orders,**
To check **Product wise orders- Amount** for **primary sales(distributor)** select **primary sales, date range and Amount in the filter** and hit the **show report** button and check all the details
To check **Product wise orders- Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range and Quantity (metric ton)** for **in the filter** and hit the **show report** button and check all the details
To check **Product wise orders- Amount** for **secondary sales(retailer)** select **secondary sales, date range and Amount in the filter** and hit the **show report** button and check all the details
To check **Product wise orders- Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details
## City Wise Sales Summary To check the **city wise sales summary,** select **order** and in the sub-filter select **City wise sales summary** To check **city wise sales summary – City & Amount** for **primary sales(distributor)** select **primary sales, date range, city and Amount in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – City & Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range, city and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – Route & Amount** for **primary sales(distributor)** select **primary sales, date range, Route and Amount in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – Route & Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range, Route and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details
To check **city wise sales summary – City & Amount** for **secondary sales(retailer)** select **secondary sales, date range, city and Amount in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – City & Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range, city and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details
To check **city wise sales summary – Route & Amount** for **secondary sales(retailer)** select **secondary sales, date range, route and Amount in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – Route & Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range, route and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details