The Delivery Order List report module is used to generate a detailed report of all goods shipment documents (Delivery Orders) that have been created within a specific period. This report is crucial for summarizing all shipping activities to customers or for internal purposes.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
Type:
Select the main category type you wish to display, for example, FINISHED GOODS.
Shipment Note Type:
An important filter to choose the type of delivery order to be viewed, such as Sales Delivery Order (for customers), Purchase Return Delivery Order (returns to vendors), or Internal Delivery Order.
Date:
Specify the shipping date range in the From and To fields.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the parameters you need, especially the Shipment Note Type and Date.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
[Display Report]: To preview the report directly on your screen.
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a detailed list of all Delivery Orders that match your filters.
This report displays important details such as:
Number: The Delivery Order number.
Shipment date.
Customer and Shipping Address.
Item Code, Item/Service Name, and Qty that was shipped.
Report Features: This report is interactive, allowing you to search for specific data or export it to other formats like Excel or PDF using the buttons in the top-right corner.
Tips & Important Notes
This report is a recapitulation of all documents created in the Delivery Order module.
Use this report to summarize daily or monthly shipments, or to track shipments to a specific customer.
This is a crucial operational report for the Logistics, Warehouse, and Sales Administration teams.
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