How do I find the patient that ordered a frame that has arrived without the name attached to the frame?
Instructions
- Access Reports > Accounting > Sales.
- In the Report Type field, Products by Category.
- For the Report Output field, click Detailed.
- In the Date Range field, select Custom.
- In the Report Date fields, input the appropriate dates.
- Click 'Search.'
- In the results grid, click the line item for your location.
- In the results grid, click the line item for Eyeglass Frames.
- In the results grid, click the line item for Manufacturer.
- In the results grid, click the line item for Model.
- The results grid displays the patients that purchased the frame within the required date range.