Shipment Planning Report

Report Module Guide: Shipment Planning Report

Module Location

Inventory > Reports > Transaction > Shipment Planning Report

Module Objective

The Shipment Planning Report module is used to generate a report that summarizes all Shipment Planning documents that have been created. This report is used to review all trip plans or shipping routes within a specific period.

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:

• Date:

  • Specify the date range in the From and To fields to see the shipment plans for that period.

• Area:

  • Filter the report by destination area, whether All or a Selected area.

• Type:

  • Select Summary to see totals, or Detail to see a breakdown per transaction.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the date range and other filters you need.

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 list of all shipment planning activities.

This report displays important details such as:

• The Shipment Planning Number.

• The Goods Shipment Date.

• Vehicle Data and Driver Data.

• The Delivery Order numbers included in the plan.

• The destination Customer.

Tips & Important Notes

• This report is a recapitulation of the data managed in the Shipment Planning module.

• Use this report to review route efficiency and the punctuality of planned shipping schedules. This is an important evaluation report for a Logistics Manager.