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  • Ordered: Quantity ordered by the customer, it is the Quantity mentioned in the Customer order.

  • Shipped: The amount that has been dispatched. This quantity is documented in the Invoice or Goods Dispatch Note (GDN). If the warehouse has the "Separate Inventory and Financial Documents" option enabled, this field is populated when a GDN is issued without an accompanying Invoice. If the option is disabled, the field is updated upon Invoice creation. 

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  • Left to Ship: The quantity that still needs to be shipped or has not yet been invoiced/ Dispatched. This value is calculated as the difference between the Ordered quantity and the Shipped quantity.

  • Invoiced: Quantity that has been invoiced.

  • Reserved: Quantity reserved in inventory.

  • Placed in Orders: Quantity placed in additional orders.

  • Left to Provide: Quantity that still needs to be fulfilled.

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Filtering Options

The report allows users to apply the following filters:

  1. Entity and Customer: Select a specific entity or customer to view their orders.

  2. End Date: Set a cutoff date to view orders up to a certain period.

By default, the report shows all orders without any filters applied.

Exporting & Sharing

  • Click on the export button to download the report in Excel or PDF format.

  • Use the "Send" button to share the report via email directly from FirstBit ERP.

Conclusion

The "Consolidated Analysis of Customer Orders" report is a powerful tool for tracking order fulfillment and payment status. It helps businesses streamline order management, identify pending payments, and optimize shipping processes.









































































































































































































































































































  • Left to Ship: The quantity that still needs to be shipped or has not yet been invoiced/ Dispatched. This value is calculated as the difference between the Ordered quantity and the Shipped quantity.

  • Invoiced: Quantity that has been invoiced.

  • Reserved: Quantity reserved in inventory.

  • Placed in Orders: Quantity placed in additional orders.

  • Left to Provide: Quantity that still needs to be fulfilled.

To explain this 

Filtering Options

The report allows users to apply the following filters:

...

By default, the report shows all orders without any filters applied.

Exporting & Sharing

  • Click on the export button to download the report in Excel or PDF format.

  • Use the "Send" button to share the report via email directly from FirstBit ERP.

Conclusion

The "Consolidated Analysis of Customer Orders" report is a powerful tool for tracking order fulfillment and payment status. It helps businesses streamline order management, identify pending payments, and optimize shipping processes.

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