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                    Hi, our fundraiser is coming to a close and I am seeking a way to print off order pick sheets. For example, I would like to run a report that has the following fields: 
First name
Last name
Name of products purchased
Supplier # of products purchased
Name of person who can pick up order
As background, this is a yearly fundraiser. When people come to pick up their order I would like to have one piece of paper per person ordered. This paper would have the items they ordered on it, along with their name and alternate contact. Just like a pick sheet/shipping receipt a retailer would have. I cannot figure it out from the reports how to do this. Any help would be greatly appreciated. Thanks!
                    
                 
                
             
         
     
    
        
        
     
Comments (1)
May 6, 2024
Print individual orders If you would like to print the individual orders, login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on an order to view the details > click on the three dots more icon and click Print. This will include all the details submitted by the customer. Print consolidated orders list for delivery Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots more icon next to the Submitted status > click Print > select the number of orders by sliding the scale and click Print. This will include the customer contact details, summary of products ordered (name, quantity) and the payment details. If you would like to include any additional field such as alternate contact, you can map it to the Remarks option so that it is included in the report. Customer settings Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the form title to select it > click on the gear icon next to the form title > Form settings page will be displayed > click on the configure key field in the bottom right corner next to the Save button > Summary settings page will be displayed > click Customer > In the Customer page, you can select the additional field for the Remarks option and click Save. Note: If you have configured the supplier for each product and would like to generate a sales report by supplier, login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the open button for Sales by supplier > The report will open in a new tab. This report will show the order quantity and sales for each product by supplier.
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