Understanding Merchandise and Services Reports

These reports are affected by the Used On feature in a Contract. Check out this article for more information on the Used On feature: How to Add a Used Date for Merchandise and Services in a Contract

Step 1

Log into webCemeteries Management.

Step 2

Click "Reports" from the left side menu. 

Step 3

Under the "Financial" category are the "Delivered" and "Undelivered Merchandise/Services" Reports.

Undelivered Merchandise/Services 

This Report will list all items that have been added to a contract that is in Signed or Paid in Full status, that do NOT have a "Used On" date added.

You can filter this report by the Item Name, or the Item SKU. The Report will contain Details about the Item, and the Contract they are a part of.

Delivered Merchandise/Services 

This Report will list all items that have been added to a contract that is in Signed or Paid in Full status, that have a Used on date and the used on date has passed.

You can filter this report by the date the item was used. The Report will be split by the Merchandise/Service category, and will contain details of the Item and the contract they are a part of.

Step 4

When you are ready, you can export your report by clicking "Download Results".

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