> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/reports-by-orders.md).

# Reports by Orders

On the Order page user have two options to check the sales report, **Primary sales**, and **Secondary sales.**

In **Primary sales**, all the customers belong to the **distributor** category

In **Secondary sales**, all the customers belong to the **retailer** category

### Orders

In **CRM**, select **Field sales** and click on the **Dashboard**

<figure><img src="/files/krRGnySYXQ0k0wwTwFl2" alt=""><figcaption></figcaption></figure>

### Date wise sales

To check the **date wise sales**, for primary customer(distributor) select **order** and in the sub-filter select **date wise order**.

<figure><img src="/files/v9wlMaU5U73wR3GpKthO" alt=""><figcaption></figcaption></figure>

In date wise sales, select **primary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details

<figure><img src="/files/FvbMcgjKDVEwXZwJsZAN" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/J810luzy1wFuUYknnnaV" alt=""><figcaption></figcaption></figure>

To check the **date wise sales**, for **secondary** customer(retailer) select **secondary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details

<figure><img src="/files/y7YwbiH2cWzo9Y3BzMU5" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/o383eGF3J4ENRjsa7zRz" alt=""><figcaption></figcaption></figure>

### Customer wise sales summary

To check the **customer wise sales summary**, select **order** and in the sub-filter select **Customer wise sales summary**

<figure><img src="/files/F5SHjLpFFK0iB8cGmQrt" alt=""><figcaption></figcaption></figure>

In customer wise sales summary, select **primary sales(distributor),** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details

<figure><img src="/files/3poqwOjP6UmHAPA0YfLD" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/MTK4YOJcvSAU74IJakzU" alt=""><figcaption></figcaption></figure>

To check the **date wise sales**, for **secondary** customer(retailer) select **secondary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details

<figure><img src="/files/EP4Yklf150T4siPVYnXP" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/EQL45NettsHxvxuLULMz" alt=""><figcaption></figcaption></figure>

### SKU wise sales summary

To check the **SKU wise sales summary**, select **order** and in the sub-filter select **SKU wise sales summary**

<figure><img src="/files/oN2hNcVctFfQxiyeTsFR" alt=""><figcaption></figcaption></figure>

To check SKU **wise sales summary** for **primary sales(distributor)** select **primary sales, product, sales agent, city, state, and date range** and hit the **show report** button and check all the details

<figure><img src="/files/sxxl95pv3t8rfElw89eS" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cTpI549onM89GXoJ6gOy" alt=""><figcaption></figcaption></figure>

To check SKU **wise sales summary** for **secondary sales(retailer)** select **secondary sales, product, sales agent, city, state, and date range** and hit the **show report** button and check all the details

<figure><img src="/files/ReVvXgrHRDTK2Y9B1VbB" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7AXLBknfIsgpWUAV4T03" alt=""><figcaption></figcaption></figure>

### Order by agent <a href="#order-by-agent" id="order-by-agent"></a>

To check the **Order by agent**, select **order** and in the sub-filter select **SKU wise sales summary**.

<figure><img src="/files/Upuruhtn7bdxsbfdZhaj" alt=""><figcaption></figcaption></figure>

1\. To check **Order by agent- Amount** for **primary sales(distributor)** select **primary sales, date range and Amount** in the filter and hit the **show report** button and check all the details

<figure><img src="/files/ljwG7UziTrLZmqiCXKUF" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/LSnBX4rXJ2lCzd16D6J6" alt=""><figcaption></figcaption></figure>

2\. To check **Order by agent- order** for **primary sales(distributor)** select **primary sales, date range and Order in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/26eyaU1wwYABEscTzzKx" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/nr6uWKaFA0cCQEg9U16y" alt=""><figcaption></figcaption></figure>

3\. To check **Order by agent- Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/K8GhwZOATaOkFpVRkIwN" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/RLlX8Y6uV96eMOv6X1qT" alt=""><figcaption></figcaption></figure>

4\. To check **Order by agent- Amount** for **secondary sales(retailer)** select **secondary sales, date range and Amount in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/UlgQcjd0NTHpfLfoFiiX" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/NpX85UiGF738ikuzT23P" alt=""><figcaption></figcaption></figure>

5\. To check **Order by agent- Orders** for **secondary sales(retailer)** select **secondary sales, date range and Order in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/kDveMkF8LpwMgncQsWBv" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/VWXaL7REEUthVq9xH9Gt" alt=""><figcaption></figcaption></figure>

6\. To check **Order by agent- Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/ZzGejBnYkmX1zYco65p6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7txIfGlPmo9ek0xUkyN4" alt=""><figcaption></figcaption></figure>

### Product wise Orders

To check the **Product wise orders,** select **order** and in the sub-filter select **Product wise orders,**

<figure><img src="/files/BAaB6KVb6VZCq81bRzwO" alt=""><figcaption></figcaption></figure>

To check **Product wise orders- Amount** for **primary sales(distributor)** select **primary sales, date range and Amount in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/OTzMfaXtfASgfUYONgV6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/banOriil2KNqMqDbAa5T" alt=""><figcaption></figcaption></figure>

To check **Product wise orders- Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range and Quantity (metric ton)** for **in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/KdzuE6m70oeMxQ3OG8OQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/HSGqDP9bjm2FSbpLBPqI" alt=""><figcaption></figcaption></figure>

To check **Product wise orders- Amount** for **secondary sales(retailer)** select **secondary sales, date range and Amount in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/tlywkbnnyaGCVzXJ4Qjm" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/83W6z7b3cTY24rVdg1p2" alt=""><figcaption></figcaption></figure>

To check **Product wise orders- Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/SV32rNUv0XMIKMmOxrsh" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/vjAPlTFFaYOMQLWnjlCK" alt=""><figcaption></figcaption></figure>

### City Wise Sales Summary

To check the **city wise sales summary,** select **order** and in the sub-filter select **City wise sales summary**

To check **city wise sales summary – City & Amount** for **primary sales(distributor)** select **primary sales, date range, city and Amount in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/9HpByAbG30QcBUfOUyR3" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/py5o1zxed1hb29Z4SqgF" alt=""><figcaption></figcaption></figure>

To check **city wise sales summary – City & Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range, city and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/UArkpvQ788OhAdR3nd4I" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/xhKWrkP0t36Iof6CabeZ" alt=""><figcaption></figcaption></figure>

To check **city wise sales summary – Route & Amount** for **primary sales(distributor)** select **primary sales, date range, Route and Amount in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/255LxBhmhPNsyDmCuCXz" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/V4xAWzOTgUmuuyrT9DrF" alt=""><figcaption></figcaption></figure>

To check **city wise sales summary – Route & Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range, Route and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details

<figure><img src="/files/c43F6ZPnaOQJyFLv1pH7" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/gguXzZ01Q1xJBtHdC6Ok" alt=""><figcaption></figcaption></figure>

To check **city wise sales summary – City & Amount** for **secondary sales(retailer)** select **secondary sales, date range, city and Amount in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/PutfktXUkXwJ2lV9BuvM" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/4jQbacF8QDwiXE0vbk4w" alt=""><figcaption></figcaption></figure>

To check **city wise sales summary – City & Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range, city and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details

<figure><img src="/files/RDUSQH8sCTtpi6XcMA1C" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PYBA1rqids7O31Bd4uU1" alt=""><figcaption></figcaption></figure>

To check **city wise sales summary – Route & Amount** for **secondary sales(retailer)** select **secondary sales, date range, route and Amount in the filter** and hit the **show report** button and check all the details

<figure><img src="/files/N4QuTGley3fUcYyP9Edu" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/AsFsSQehONNElS1LKYyg" alt=""><figcaption></figcaption></figure>

To check **city wise sales summary – Route & Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range, route and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details

<figure><img src="/files/p1STSAKoLhdWB6DFqAqk" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/9ZIAkL6G1jUv0Uhga46Z" alt=""><figcaption></figcaption></figure>

Last updated 11 December 2025
