# 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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/zTlimage.png)

### **3. Reading the Tracking Report**

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

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Qr2image.png)

#### **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**.