Order Processing Reports

There are two types of report available for order processing:

· Reports for you - To help you put together the order.

· Reports for the customer - Their record of the order.

All reports can be found by going to 'Operations | Report Selection.', or by pressing on the toolbar. Then go to the 'Order Processing' tab.

Note: You can read about the reports in the other tabs in 'Report Selection' in Reports in Actinic.

To run any of these reports, double-click on them in the 'Report Selection' window. Alternatively, highlight them and click 'Print'. You can also click 'Preview' to see what the report will look like. Click 'Printer Setup' to edit your printer settings or select another printer to print to.

Reports For You

The following reports are designed to help you process the orders:

Report	Description
Outstanding Products	Produces a list of the products that have been ordered in the latest batch of orders. Will list the products for all orders where the order lines are not marked as shipped, and the packing lists are not printed yet.
Outstanding Data Entry Reports	Produces a data-entry report for all the latest orders. These reports contain every single piece of information about an order. It will produce a report for each order that is not marked as shipped. Running this report changes the 'Packing List' and 'Invoice' status of affected orders to 'Data Entry Printed'.
Outstanding Credit Card Schedule	Produces a list of all the latest credit card numbers received at the website, together with the relevant customer contact information. You will not need to use this report if you are only using a PSP (see What Is A Payment Service Provider?) as you will have no credit card numbers in Actinic. If you wish to reprint this credit card schedule you must keep a note of the 'Report Number' which is printed at the bottom of the report.
Outstanding Preauthorised Schedule	If you are using a PSP with pre-authorisation of credit cards (see What Is A Payment Service Provider?) then you can run this report to list the PSP references of all the pre-authorised transactions, together with any relevant contact information. If you wish to reprint this schedule you must keep a note of the 'Report Number' which is printed at the bottom of the report.
Reprint Data Entry Reports	Print data-entry reports for specific orders. Select one or more orders in the order summary and then select this report to produce data entry reports for those orders.
Reprint Credit Card Schedule	When the 'Outstanding Credit Card Schedule' report is run, each report is given a unique number. You can choose whether to reprint the most recently printed report (the default) or a specific numbered report.
Reprint Preauthorised Schedule	When the 'Outstanding Preauthorised Schedule' report is run, each report is given a unique number. You can choose whether to reprint the most recently printed report (the default) or a specific numbered report.

Note: You can remove the word 'Reprint' from these reports, by going to 'Design | Text | Order Processing Reports' and removing the text 'Reprint' from the appropriate tab.

Reports For The Customer

The following reports are designed to be sent to your customers:

Report	Description
Outstanding Packing Lists	Generates a packing list (delivery note) for all the orders that are not yet marked as shipped. This can be used on the front of the package you send to the customer, or just used during the packing process. Printing this report changes the 'Packing list' status of affected orders to 'Printed'. If you preview it the status remains the same.
Outstanding Invoices	Generates an invoice for all the orders that have been marked as shipped and have their payments marked as received. This contains a tax summary and a summary of the payments received for the orders. Running this report changes the 'Invoice' status of affected orders to 'Printed'. If you preview it the status remains the same.
Reprint Packing Lists	Prints copies of the selected orders in the order summary. Each order will be marked as 'Order Reprint'.
Reprint Invoices	Prints copy invoices for the selected orders in the order summary. Each invoice will be marked as 'Copy Invoice'.

Integrated Address Labels

Actinic has the ability to use paper with integrated peel-off labels for the 'Invoice' reports. This means that you have the ability to peel off the delivery address (and, optionally, the invoice address) to stick on the front of the packages you are sending.

The specification for the label paper that Actinic is compatible with is online at http://www.integratedlabels.co.uk/Integrated_Label_Paper_Spec.html

In order to enable this feature:

1. Go to 'Business Settings | Order Processing'

2. Select the 'Include Labels on Invoice' checkbox.

3. Select whether you want just the delivery address or both addresses to be printed on the labels.

You will now be able to print on the integrated label paper.