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Report on Sales Orders + Cash Sales?
Hi All:
We use Sales Orders for most of our sales, because they have to fulfilled; but, we use Cash Sales without Sales Orders for software and service order, because they don't have to be fulfilled - they are all paid with a credit card, automated via online ordering.
So, I'd like to be able to get a report on total "bookings", which would include both cash sales and sales orders. I can do it with a Saved Search, but searches are a lot more complicated for the staff to customize, etc.
Any way to get something like this in a report?
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