# Document Flow Report

### **Report Module Guide: Sales Document Flow Report**

#### **Module Location**

#### Sales > Reports > Invoice Reports > Sales Document Flow Report

#### **Module Objective**

#### The **Sales Document Flow Report** module is used to generate a report that tracks the entire end-to-end document flow of a sales process. This report visually links one document to the next, starting from the **Sales Order**, to **Shipment Notes** (Shipping), to the **Sales Invoice** (Billing), and finally to the **Cash Book** (Payment Receipt).

### **1. Report Parameters (Filter)**

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

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/zh8image.png)

#### Here is an explanation for each parameter:

- #### **Sales Order**:
    
    
    - #### Use this field to search for and trace the document flow 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 8, 2025).

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select all the parameters you need to focus the report on the transaction(s) you wish to trace.

#### **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 document flow report. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/fyLimage.png)

### **3. Reading the Document Flow 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**.

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

#### **Document Flow Structure**: This report shows the complete flow from left to right:

1. #### **Sales Order**: The initial stage where the customer's order is recorded.
2. #### **Shipment Notes**: The shipping command document created based on the Sales Order.
3. #### **Sales Invoice**: The billing document created based on the shipment.
4. #### **Cash Book**: The final stage, showing the payment receipt document.

#### **Document Status**: Pay attention to the status next to each document number (e.g., \[approved\]) to know its progress at each stage.

### **Tips & Important Notes**

- #### Use this report to get a complete picture of an order's lifecycle, from the moment the order is received until it is fully paid.
- #### This report is very useful for the **Customer Service and AR (Account Receivable)** teams to accurately answer customer questions about the status of orders, shipments, and payments.
- #### If the **Cash Book** column is still empty, it indicates that the related invoice has not yet been paid.