Generating shipment report for sales orders

Introduction

This screen allows you to search and generate reports for sales orders that have been shipped to the customers. The report also displays the quantity of packages or items delivered based on the various delivery methods and costs.

Note: The shipment overview function is available only if you have E-Shipment in your license.

Menu path

Order/Reports/Shipment

Description      

You can filter the sales orders that you want to display by defining your search criteria and clicking Start. The sales orders that match the search criteria you have defined are then displayed. A list of options appears if you click the Browse button in the Warehouse, Sales order, Your ref., and other boxes. From the list, make your selection and click Select.

Warehouse

Type or select the warehouse to display sales orders with the selected warehouse.

Sales order date

Type or select the start date and end date to display sales orders that were created within that period. You can also select the All check box to display sales orders with any sales order date. By default, the All check box is selected.

Note: Typing or selecting only the start date will display sales orders that were created on and after the selected date. Typing or selecting only the end date will display sales orders that were created on and before the selected date.

Fulfillment date

Type or select the start date and end date to display sales orders that were fulfilled within that period. You can also select the All check box to display sales orders with any fulfillment date. By default, the All check box is selected.

Note: Typing or selecting only the start date will display sales orders that were fulfilled on and after the selected date. Typing or selecting only the end date will display sales orders that were fulfilled on and before the selected date.

Sales order

Type or select the sales order or the range of sales orders to be displayed. You can also select the All check box to display all the sales orders. By default, the All check box is selected. 

Your ref.

Type or select the debtor’s reference number or reference number range to display sales orders with the selected reference number(s). You can also select the All check box to display sales orders with any reference number. By default, the All check box is selected.

Shipping via

Type or select the shipping method of the sales orders to be displayed. You can also leave this box empty to display sales orders with any shipping method.

Supplier

Type or select the ID of the supplier who provides the shipping method linked to the sales orders to be displayed.

Button

Start

Click this to display the report based on the defined criteria.

Close

Click this to exit.

Related document

Currently, there is no related document.