There are several reports you can print to keep up-to-date on the transactions you process each day. Your clerks might print some of these reports at the time of sale or you might choose to print them as a batch at the end of the day. A few of the reports you might print as a batch are Invoices, Picking Tickets, and Packing Slips. These reports are found on the Order Entry Tasks menu of the navigation pane. See Printing Tasks for the Salesperson for more information about printing these reports.

If you have Multi-Location Inventory installed, you can print the stock item location on invoices and packing slips. Select the Print Location check box in either report window, to add the location to the report. If you want the location to print on invoices when you print them directly from the Sales Order Entry window, you must check the Print Location from Entry Window check box on the General tab of the Sales Order Entry Preferences window.

We strongly recommend you run the Edit report before you post any transactions. To print the Edit report, select Order Entry Tasks > Preview Transactions Before Posting from the left navigation pane. This report allows you to check the accuracy of your transactions before you post. Errors are easily corrected if you catch them before you post (see Correcting Errors in Unposted Orders). Once you post an invoice, however, the only way to correct an error is to post a correcting or reversing entry.

If you defined a custom report for these windows in Controller, you can select the Use a custom report check box and then choose the custom report you want to run from the drop-down.

You can use Crystal Reports® to add fields to the Edit Report and all invoice types except plain paper. You can also add fields to the Picking and Packing Slip reports. Refer to your Crystal Reports documentation for instructions.