Order Summary Tab

What is it?

The ‘Order Summary’ tab records costs and profits for an order.   This data can then be used in retailer reports (e.g. daily forecasts and month to date profit etc).

What’s good about it?

The Order Summary tab now holds far more information.  The new clear and easy to understand layout helps to ensure key information is captured for every order.  

This data can be easily viewed or exported to produce retailer reports (such as Daily Operating Costs (DOC), Month To Date (MTD) or forecasts).

How do I use it?

Information you have already entered on the order is automatically copied to this tab.  The remaining information can then be quickly added to the order at point of sale for inclusion in profit/expenditure analysis.

Who can use it?

The enhanced Order Summary Tab is available to all Order Bank users (who have the relevant permission level).

Any small print?

We are aware that there are a lot of different ways to calculate profit (net and gross) and have opted for the ones we think are best.  Please check the system calculates the results you expect for your business.

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