Delivery Order List

Report Module Guide: Delivery Order List

Module Location

Inventory > Reports > Delivery Order List

Module Objective

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.