Delivery Tracking Report

Report Module Guide: Delivery Tracking Report

Module Location

Sales > Reports > Delivery Report > Delivery Tracking Report

Module Objective

The Delivery Tracking Report module is used to generate a report that tracks the document flow of the entire order fulfillment process. This report allows users to trace an order from the initial Sales Order stage, on to the Shipping Instruction, and through to the final stage, the Delivery Order (Surat Jalan).

1. Report Parameters

The main page of this module is a form containing several parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Sales Order:

  • Use this field to search for and trace the status of one specific Sales Order number.

• Customer:

  • Filter the report by All customers or a Selected customer.

• Sales Order document date:

  • Specify the creation date range (From and To) of the Sales Orders whose document flow you want to see (e.g., August 1, 2025, to August 31, 2025).

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, for example, a date range to see all orders within a month.

Step 2: Generate the Report

After the parameters are set, click the Display Report button in the bottom-left section of the page to see the tracking report.

3. Reading the Tracking Report

The generated report will display the interlinked document flow for each order.

Report Explanation: This report displays the sales document flow, grouped by Customer (e.g., "Mega Global Food Industry").

Document Flow Structure:

1. Sales Order: Displays the list of sales orders from the customer. This is the initial stage.

2. Shipping Instruction: Displays the command document to the warehouse that was created based on the Sales Order to its left.

3. Delivery Order (Surat Jalan): Displays the final shipping document created based on the Shipping Instruction.

Document Status: Pay attention to the status icons next to each document number (e.g., [Approved], [Confirmed]) to know the progress and the latest status of each stage.

Tips & Important Notes

• Use this report to answer customer questions about their order status quickly and accurately.

• This report is very useful for the Customer Service and Sales Admin teams to monitor the smoothness of the order fulfillment process from start to finish.

• If a Sales Order does not yet have a Shipping Instruction or Delivery Order, this indicates a pending order that requires immediate follow-up.