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Order summary, order line item detail, margin by order, who bought what, to be shipped, delivery schedule, shipping log and the rep open and ship summary, with sequences, selection views, five cost bases and memorized reports.
The sales order reports in AIMS360 are the printed and on screen reports an apparel company runs every week: the order summary by account or rep, units by style for a season, margin by order and by customer, what can ship this week, what was invoiced, and what each rep earned. Every one runs on the same pattern, pick a sequence, select the records, run or print, and every one can be memorized so next week is one click.
A standard library under reports, grouped by orders, invoices, customers and sales reps. The order book: order summary, order line item detail, sales at a discount or premium, to be shipped, delivery schedule. The money: margin by order, who bought what with cost of goods and margin by customer and style. The shipping: the shipping log by invoice date. The reps: the open and ship summary with commission earned or estimated.
What makes them useful is less the list than the pattern. Every report opens on a criteria tab with a sequence, a set of options and a selection button. The sequence regroups the same data, so one order summary is a report by account, by rep, by ship to state and by source of business without four reports. The selection button opens the records with preset views and filters, so a season, a date range or a single customer is a filter, not a different report. And once the criteria are right, memorize it.
| Report | What it answers |
|---|---|
| Order summary | The working list. Open and hold orders by default, with order number, division, account, status and priority, customer PO, start and complete dates, season and reps, then booked, canceled, shipped and open units and dollars. Run it by account, by rep, by ship to state or by source of business. |
| Order line item detail | Total units for a season or a date range, at line level, open, shipped and canceled, sorted by style with an optional second sort by color and a subtotal for each. |
| Margin by order | Gross or net margin for selected orders or invoices, by customer or by division, from order price against the current cost on the style. Filter to margins above or below a percent, fold commission into cost, print summary only. |
| Sales at a discount or premium | Every order priced above or below wholesale by more than a dollar amount or a percent you set, with terms discounts included or not. The price discrepancy check. |
| To be shipped | For each customer and order, what can ship from stock, what can ship from work in progress, and what has nothing against it. Reads the allocation engine, so it needs intelligent allocation to have run. |
| Delivery schedule | Stock, work in progress, open, hold, can ship and cannot ship per style, in bi weekly, monthly, bi monthly or quarterly windows from order and WIP completion dates. Excess rolls into the next window. |
| Open and ship summary | Units and dollars open or shipped, and the commission earned or estimated, by rep or by rep, customer and style, in home or transaction currency. |
| Who bought what | Sales by customer for a date range: styles, quantities, price paid, returns, cost of goods, margin dollars and margin percent, at style and color or summarized by style. The most complete cost of goods view because it includes returns. |
| Shipping log | What was invoiced, by style, date, customer and invoice, with quick date presets, filters for styles, customers, invoices or orders, many sequences, and size detail. |
Inventory and open to sell reports are on inventory analysis; style rankings and sell through on style analysis; commission statements on sales rep commission.
The grouping for the output. Order summary by customer account is the default; by rep, by ship to state or by source of business is the same report told a different way.
Only open and hold, include shipped, print totals per color, summary only, size detail. Simple reports have two; the shipping log has a screen full. Tick, run, see what changed.
The orders, customers, styles or invoices button opens the records with preset views, all orders, canceled orders, and column filters. Tag what you want and select.
Run to screen, print to a printer, or export. The first page comes back fast and shows 1 of 1 plus; go to end for the page count. Give it a title, Spring delivery, if the report allows one.
Reports default to open and hold orders. A cancellation report, a completion report or a season booking report is the same report with the selection changed. Untick only open and hold, open the orders button, switch the view to all orders or canceled orders, filter the dates, tag all, select, run.
Filter start greater than or equal to one date and complete less than or equal to another, straight in the column headers, or build a custom filter with two conditions on complete date or entered date.
Order line item detail with all statuses, a date range or a season, sorted by style: open, shipped and canceled units per style, with a second sort by color for the subtotal.
The selection screens carry preset views for the common cases, and the shipping log has quick date entry, last month and the like, so most reports never need a typed date.
Status on the line item detail comes from the header. A canceled style on an order that is still open prints with the order's status; read the shipped and canceled unit columns for the line level truth. The shipping log and a hotlist will not match. The log counts shipped units by invoice date, a hotlist by the order's entered or complete date, so early and late shipments land in different periods.
Two reports do margin, and the difference is the question. Margin by order answers what a specific order or invoice will make, by customer or division, from order price against the current cost on the style. Who bought what answers what a customer's business was worth over a period, by style and color, with returns netted out. Both let you choose the cost basis.
| Cost basis | What it uses |
|---|---|
| Maximum costDefault | The default. If a style carries both purchased and manufactured costing, the higher of the two is used, so margin is never overstated. |
| Purchase cost, landed | For imported styles, the landed cost from the importer costing tab: FOB plus freight, duty and the other estimated costs on the style. |
| Purchase cost, FOB | For imported styles, the FOB base cost alone. |
| Manufactured cost | The manufactured cost on the style. |
| Make or buy cost | Whichever the style is flagged as, make or buy. |
Margin by order can be limited to orders above or below a margin percent, which is how you find the ten orders that are dragging the season.
An option on margin by order includes sales commission in total cost, so the margin is after the rep is paid.
Who bought what can deduct discounts and allowances from sales, and both reports can compute gross or net margin.
Who bought what runs by styles, units shipped, units returned, sales dollars, cost of goods or gross margin, at style and color detail or summarized by style. Pick one version per run.
The terms on the report: gross is dollars sold, return is dollars returned, cost of goods is landed cost times units, net sales is gross less returns, margin is net sales less cost of goods, and margin percent is gross less cost of goods over gross. Which cost a style carries is set on styles and colors.
Sequence, options, then the selection button: filter to the rep, the season, the customer group, and tag everything the filter returns.
A report has to run with the criteria before it can be memorized. Check the output is the one you want.
The button at the top of the report. Static keeps exactly the records you tagged. Dynamic reselects anything that matches the filter next time, which is what you want for orders and styles, since there will be new ones.
A name that says what it is, a group (the report's own by default, or one you add), and public for every user or private for you.
Pick it from the dropdown on the report and it runs on the saved criteria, or open the memorized reports screen from the home screen or setup and run it from there. Change the criteria and memorize again to update it.
Not every report carries the memorize button yet; if it is there, everything above applies. Deleting a memorized report has no undo.
Booked and shipped by class by season, share of total, year over year by customer. A pivot you drag together and save as a view, on the same order and invoice data.
The orders grid with saved views and ship date flags is the order summary you keep open. Filter builders, style, color and size switching, exports.
The weekly sales workbook that updates itself, or the standing dashboard. Both connect to your AIMS360 data directly; no export step.
Claude, ChatGPT or Grok connected to AIMS360, for the question no report was built for. Read only, plain English, live data.
Pages for each: built in BI, grids and report editor, Live Excel, Microsoft Power BI, AI assistants. How they layer is on dashboards.
A memorized report is one click, not zero. For a feed that arrives on its own, schedule a list view export to a file at a link, or put the report in Live Excel or Power BI where it refreshes. A one off email of a grid export from the export dialog does work.
The report reads the allocation engine. Until intelligent allocation is in use and has run, the stock and WIP columns have nothing to say. Delivery schedule does not depend on it; it works from completion dates.
A field you added to styles or customers shows in grids, exports and BI. To group a printed report by it, the route is the report editor, or the grid with the field as a column.
Every margin report reads the current cost from the style master, on the basis you choose. A style with no landed cost, or a stale one, reports a margin that looks fine and is not. Keep costing current before trusting the percent.
A standard set under reports, grouped by orders, invoices, customers and sales reps. The order summary, order line item detail, margin by order, sales at a discount or premium, to be shipped and delivery schedule cover the order book. The open and ship summary covers reps and commission. Who bought what covers sales and margin by customer, and the shipping log covers what was invoiced. Every one of them runs on the same criteria pattern: pick a sequence, tick options, select the records, run or print.
Yes. Wholesale, EDI, dropship, online store and retail store orders all land in the same order and invoice tables, so a sales report in AIMS360 is the whole business by default, and by division, channel or customer class when you sequence it that way. Financial reporting, receivables, aging and the general ledger side, lives on the accounting pages; this page is the order and sales side.
Yes, two ways. Who bought what shows margin dollars and margin percent for every style and color a customer bought in a date range, on the cost basis you choose, with returns netted out. Margin by order does the same per order or invoice, and can be limited to orders above or below a margin percent. For a style ranking across all customers, the style analysis reports and the BI modules sit beside these.
Sales price from the order or invoice against the cost on the style master. You pick the cost basis: maximum of purchased and manufactured, landed, FOB, manufactured, or make or buy. You can deduct discounts and allowances from sales, fold sales commission into cost on the margin by order report, and choose gross or net margin. Margin percent is gross sales less cost of goods, over gross sales.
Most reports default to open and hold. Untick the only open and hold option if the report has one, open the orders selection, switch the view to all orders or canceled orders, filter start greater than or equal to one date and complete less than or equal to another, tag all, select, run. The same steps make a cancellation report, a completion report or a season booking report.
Yes. Every report with a selection button lets you filter the records before you run: a start and complete date range, a season, a rep, a division, a customer. The shipping log also has quick date presets. On the order line item detail, a season or date range gives you total units booked, shipped and canceled for that window.
The date each one uses. The shipping log reports shipped quantity by the actual invoice date. A hotlist reports shipped quantity by the order's entered or complete date. Orders that shipped early or late fall into different periods on the two, so the totals do not have to match, and that is not an error.
To be shipped, once intelligent allocation has run. For each customer and order it shows what is covered by stock, what is covered by work in progress, and what has nothing available. Delivery schedule answers the wider version: per style, what can and cannot ship in each two week, month, two month or quarter window, based on order and WIP completion dates.
Yes, the open and ship summary. Units and dollars open and shipped, then the commission earned on what shipped or estimated on what is still open, by rep or by rep, customer and style. One thing to know: the percent column beside shipped is each rep's share of the total shipped, not their commission rate. Commission rules themselves are on the commission page.
Yes, on reports that carry the memorize this report button. Set the criteria, select and tag the records, run it once, then memorize it with a name, a group, and public or private. Choose static to keep exactly the records you tagged, or dynamic so anything new that matches your filter is picked up next time. Memorized reports run from the dropdown on the report or from the memorized reports screen.
Partly. A memorized report with dynamic selection gives you the criteria saved and one click to run. The system does not email printed reports on a schedule. For an automatic feed, schedule a list view export to a file at a link, or connect Live Excel or Power BI to the data so the sheet or the dashboard refreshes on its own.
Yes. Run the report to screen and export it, or print it. Exports are a snapshot of that run. For a workbook that refreshes on its own, Live Excel connects directly to your data; for a pivot you can reshape, the BI modules build it inside the system.
Yes. Order line item detail sorts by style with a second sort by color and subtotals. Who bought what runs at style and color detail or summarized by style. The shipping log prints with size detail. Delivery schedule can print totals per color or by style only.
Yes, and they see only their own accounts. A user assigned a rep code is limited to the customers assigned to that rep unless the option to allow all customers is turned on, so an order summary or a who bought what run by a rep with no selection returns only their customers, with the rep shown at the top of the report.
Because the status column comes from the order or invoice header, not the line. A canceled style on an order that is still open reports with the order's status. Read the shipped and canceled unit columns for the line level truth.
The criteria, sequences and options cover most needs. For changes to the layout of the printed output, the report editor on the grids and report editor page is the route. Custom fields you have added appear in grids, exports and BI, not on the standard printed reports.
The open and ship summary runs in home or transaction currency for brands using multi currency. Who bought what can be limited to one warehouse or run across all for brands using multi warehouse. Division is a sequence on the order summary and the margin by order report.
The grids. The orders list with saved views and color flags is the live version of the order summary, and the BI modules cross tab the same data. Printed reports are for the document you hand to someone; the grids and BI are for the screen you keep open. Dashboards ties the layers together.
Tell us what it has to show and who reads it. We will run it in AIMS360 while you watch, memorize it, and show you which of the other reports on your list are one sequence change away.
