Customized Item Reports

With Lingo, you can create customized Item Reports from Purchase Orders or Invoices. Item totals will be based on criteria you select.

Creating the Item Report

1. Select the orders or invoices that you would like to include.

In this example, we show you how to select the orders from the Inbox. (Follow the same steps to run Item Reports for Invoices that are located in your Lingo Outbox or Lingo Sent folder.)

Item report interface displaying options for selecting item totals, sorting functionality, and download options, relevant to eZCom Software

2. From the “Select an Action” menu, choose “Item Reports” and click “Go!”.

Dropdown menu showing "Select an Action" with highlighted option "Item Reports" in eZCom

3 . Item Report Options

Item Report interface showing selected documents, customer names, and Purchase Order numbers, with dropdown menu for report options including Item Totals and grouping by customer or PO number.

Item Report options available for Orders or Invoices:

  • Item Totals: Select orders/invoices and this report will show the total quantities for all items.
  • Item Totals by Customer: When orders/invoices from different customers are selected, this report will show the total quantities for each individual customer.
  • Item Totals by PO Number: When multiple orders/invoices are selected, this report will show the total quantities for each one.
  • Item Totals by Ship-To Store: When orders/invoices with multiple Ship-To locations are selected, this report will show the total quantities for each separate Ship-To location.
  • Item Totals by PO# / Ship-To: When multiple orders/invoices with multiple PO numbers and more than one Ship-To location are selected, this report will show the total quantities for each separate combination of Purchase Order/Ship-To location.
  • Item Information by Document: This option allows you to review line item information for all selected documents.

Item Report options for Orders:

  • Item Totals – Qty Processed: For selected orders, this report will show the total item quantities that have been processed.
  • Item Totals – Qty left to Process: For selected orders, this report will show the total item quantities still available to be processed.

Item Report options for Invoices:

  • Item Totals by Invoice Number: When multiple invoices are selected, this report will show the total quantities for each invoice number.
  • Item Totals by Invoice Date: When multiple invoices are selected, this report will show the total quantities for each invoice date.
  • Item Totals by Customer / Invoice Date: When Invoices from different customers are selected, this report will show the total quantities for each individual customer with Invoice dates.

4. Choose the way you want to group your items.

Inbox > All Documents > Item Reports interface showing selected documents, customer names, and options to group items by various criteria in eZCom

5. Item Components

If your orders have a breakdown of components (or sub-line items), you will select which item information you wish to be displayed for those orders.

Selected invoice report options interface showing document selection, customer details, and item component grouping choices in eZCom

6. Run the Item Report

Once you have selected your options, click on “Run Report”.

Item Reports interface showing selected documents, report options for grouping items, including totals checkbox, and buttons to run or cancel the report, relevant to eZCom Software

The Totals option is available for Invoices.

Invoice report options interface showing selected customers and invoice numbers, with checkboxes for including quantity ordered and merchandise totals, and a "Run Report" button.

Sample Purchase Order Report

You may also sort your data by clicking on a column title. To sort by multiple columns, hold the Shift key while clicking on the column headers you wish to select. Note that while the Price and Total Order amount are present for each option, warehouse users will not be able to see this information.

Item report interface displaying order details, including columns for UOM, Quantity Ordered, UPC, Vendor Item, Color, Size, Customer Item, Price, and Total; features options to run, print, or download reports, relevant to eZCom

Sample Invoice Report

Open Invoices Item Report interface displaying sorting options, report selection for item totals, and download buttons for CSV and Excel formats, with highlighted instructions for sorting and information display.

This concludes the Item Reports tutorial. If you have any questions about Reports, please contact the support team at (877) 765-3564 (Option #2).

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