Open Order Report

Prerequisites / Installation Instructions

• Download the latest version here
• Install SaveWorkbook Add-In
• Run Setup.exe

Instructions

1. Run a 117 (Back Orders, By Inside Salesperson, Export to Excel)
2. Go to the Add-Ins tab in Excel
3. Click the 117 button to save the report
4. Exit Excel
5. Run a 117 (Direct Ship Orders, By Inside Salesperson, Export to Excel)
6. Go to the Add-Ins tab in Excel
7. Click the 117 button to save the report
8. Exit Excel
9. Open the macro
10. Click Start
11. Enter your inside sales number
12. Click OK
13. Add notes
14. Save using the button on the macro tab