The report shows fulfilment details for authorised sales orders. Use this report to see the fulfilment status for each order, with quantity picked, packed and shipped. The output can be customised to show carrier, tracking info and more.
This report can be automatically generated and sent out to authorised users using the Report Scheduling feature available to DEAR customers with the Automation module subscription. See Report Scheduling for more information.
NOTE: Non-inventory products are not shown in this report.
Data from this report can be exported in Excel, PDF or RTF format.
|Time Period||Allows the user to select the time period from a list of options or set a custom date range.|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving a layout for potential future use.|
|Reset Layout||Resets the layout to the default layout or selected saved layout.|
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters.
The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.
|SKU||SKU of the product|
|Product||Name of the product|
|Order #||Order number|
|Order Date||Date the order was authorised|
|Fulfilment Status||Status of the fulfilment (Packed, Partially Fulfilled, Shipped, etc.)|
|Fulfilment #||Fulfilment number of the sale|
|Carrier||Carrier name, for shipped orders|
|Tracking #||Carrier tracking number for shipped orders|
|Quantity Ordered||Order quantity of the product|
|Customer Reference||Customer reference from the sale document header|
|Sales Representative||Name of the sales representative who handled the order|
|Year||Year the order was authorised|
|Quarter||Quarter of the calendar the order was authorised|
|Month||Month the order was authorised|
|Shipment Date||Date on which ship was authorised|
|Invoice #||Invoice number. If there are multiple invoices for a fulfilment, these are displayed with comma-delimited tags.|
|Shipment Note||Shows the information saved in the Shipment Note field under the Ship tab in Advanced Sale|
|Location||Sale picking/dispatch location|
|Family||Product Family name|
|Product Tags||Comma-separated product tags|
|Unit||Product unit of measure|
|Shipping Address||Line 1 of the shipping address|
|City||Shipping address city|
|State||Shipping address state|
|Country||Shipping address country|
|Tax||Tax associated with the order|
|Total||Total value of the order = Amount + Tax|
|Customer Additional Attribute 1-10||Values of customer additional attributes|
|Product Additional Attribute 1-10||Values of product additional attributes|
|Quantity Picked||Quantity picked of SKU|
|Quantity Packed||Quantity packed of SKU|
|Quantity Shipped||Quantity shipped of SKU|
NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.