# Report Shipping Instruction

### **Report Module Guide: Shipping Instruction Report**

#### **Module Location**

Sales &gt; Reports &gt; Delivery Report &gt; Report Shipping Instruction

#### **Module Objective**

#### The **Shipping Instruction Report** module is used to generate a summary report that aggregates the total product demand from all Shipping Instruction documents within a specific period. This report presents the demand data alongside inventory data and Job Order data, making it very useful for production planning and order fulfillment.

### **1. Report Parameters**

#### The main page of this module is a simple form containing a date parameter for the report.

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

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

- #### **Date Shipping Instruction**:
    
    
    - #### Specify the **From** and **To** date range to accumulate the demand from all Shipping Instructions created within that period (e.g., August 1, 2025, to August 7, 2025).

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

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

#### Define the date range in the **Date Shipping Instruction** fields.

#### **Step 2: Generate the Report**

#### After the parameters are set, click one of the two buttons at the bottom:

- #### **Display Report**: To preview the report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/NhEimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/pY8image.png)

### **3. Example of the Report View**

#### After you click, the system will generate a detailed report like the following, which details the demand per product.

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

#### **Report Explanation**: This report displays a list of products grouped by category (KUKIS, CRACKERS, etc.).

#### **Key Columns**:

- #### **Item Code** and **Item Name**: Details of the product requested in the shipping instructions.
- #### **Inventory**: The quantity of stock available in the warehouse for that product.
- #### **Job Order**: Details of the production work orders (Shift 1, Shift 2, Shift 3) for this product, which shows the current production plan.
- #### **Balance**: Likely shows the final balance after considering the demand, existing stock, and production plans.

### **Tips &amp; Important Notes**

- #### Although named 'Shipping Instruction Report', this report is more focused on **analysis from the production and inventory side** to meet the total shipping demand.
- #### This report is a crucial tool for the **PPIC (Production Planning and Inventory Control)** team to ensure product availability and plan the production schedule to match sales demand.
- #### Use this report to see the big picture of the total product demand generated by the sales team in a single period.