This report refers to all items on purchase orders within a specific date range (Artisan defaults this date range from your current date to the end of the year. Ex. November 17th, 2022-December 31, 2022). Though you can easily view any of your on order items here, this report is handy to have for your own records, as it shows certain details, like margins for each item.
Accessing the Report
From the toolbar, select “Reports,” “Purchasing Reports,” and “On Order Report.”
Or, from the “Main Menu,” click on “Reports.”
Select “Purchasing Reports.”
Click on “On Order Report.”
Either way, you’ll end up at the On Order report screen.
Report Fields
Group By: This determines how your data will be sorted and organized in the report. Grouping by Vendor, for example, will sort by vendor first and include each vendor’s currently on-order items. Refer to the examples for more information.
Purchase Basis: These fields help you narrow down your results.
Start Date: The earliest date this purchase order can be received into Artisan.
Expected Date: The date the items are expected to arrive at your store.
Cancel Date: The last date you can receive these items into Artisan.
Issue Date: The date and time the purchase order was created.
Report Date Range: Only purchase orders placed between these dates will appear on this report.
Sub-Group By Purchase Order?: Selecting “yes” will separate the list to show which items belong to what purchase order. Refer to the examples for more information.
Show Individual Items?: Selecting “yes” will list every item currently on order. Otherwise, the report will only show purchase order information by category, vendor, or start date, depending on which grouping you choose.
Like most Artisan reports, there are countless other options to filter your results as you see fit, from only including specific items and vendors, to setting a price range, unit cost range, and more. You may save your changes to load as “Defaults” the next time you run this report. The only thing that won’t save is the date range.
Report Examples
Group By Category, Start Date Purchase Basis
In this example, we can see the unit, cost, price, and margin total for each category and the individual items on order.
Group By Vendor, Start Date Purchase Basis
This example sorts by Vendor, including the day the PO was created and when the item(s) are expected to arrive.
Group By Start Date, Start Date Purchase Basis
Here, Artisan sorted the on-order items by the date the purchase orders were created.