# Shipping Instruction

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

#### **Module Location**

#### Sales > Reports > Shipping Reports > Daily Shipping Instruction Schedule

#### **Module Objective**

#### The **Daily Shipping Instruction Schedule** report module is used to generate a daily or periodic shipping schedule. This report is a primary operational work tool for the logistics and warehouse teams to plan, monitor, and execute all goods shipment activities to customers based on Shipping Instruction documents.

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

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

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

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

- #### **Date Type**:
    
    
    - #### A key filter to determine the basis for pulling the data:
    - #### **Shipping Instruction Date**: Displays the schedule based on the date the instruction document was created.
    - #### **Expected Delivery Date**: Displays the schedule based on the estimated date the goods will arrive at the customer.
- #### **Date**:
    
    
    - #### Specify the **From** and **To** date range to define the schedule's period (e.g., August 1, 2025, to August 31, 2025).
- #### **Status**:
    
    
    - #### Use this list box to filter by shipping status, such as **Full Delivered**, **Half Delivered**, or **Not Delivered**.
- #### **Type / Sort By**:
    
    
    - #### Select the report's level of detail (**Summary** or **Detail**) and sort the results by a specific criterion (e.g., Customer).

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

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

#### Select all the parameters you need, especially defining the **Date Type**, the **Date** range, and the **Status** to get the relevant schedule.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/5ccimage.png)  
  
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/6urimage.png)

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

#### After all parameters are set, click one of the two buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the shipping schedule directly on your screen. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/M4Pimage.png)
- #### **Export To MS Excel**: To download the schedule data in an Excel file format. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/2HZimage.png)

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

#### After you click, the system will generate a detailed report like the following, which functions as a shipping work schedule.

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

#### **Report Explanation**: This report displays a detailed list of all shipping instructions that match your filters.

#### **Key Columns**:

- #### **Shipping Instruction Number**: The instruction's reference number.
- #### **Customer**: The destination customer.
- #### **Shipping Instruction Date**: The date the instruction was created.
- #### **Expected Delivery Date**: The estimated arrival date of the goods.
- #### **Delivery Status**: The current shipping status.

### **Tips & Important Notes**

- #### Use this report **every day** to create a shipping worklist for the **Warehouse and Logistics teams**.
- #### The **Date Type** filter is very useful. Select **Shipping Instruction Date** to see what needs to be prepared today, and select **Expected Delivery Date** to monitor shipments that are supposed to arrive at the customer's location.
- #### Filtering by **Status** with the **'Not Delivered'** option will effectively give you a to-do list of pending shipments.