The "Consolidated Analysis of Customer Orders" report provides a detailed overview of customer orders, including their payment and shipping status. It allows users to track paid and unpaid amounts, as well as shipped and pending shipments. This report helps in managing orders efficiently and ensuring smooth financial and logistical operations.
Go to Sales Module > Reports of Sales > Consolidated analysis of Customer order
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Left to Provide: Quantity that still needs to be fulfilled.
Filtering Options
The report allows parameters help users to apply the following filters:
Entity and Customer: Select a specific entity or customer to view their orders.
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.view the report based on specific conditions. Here’s what each parameter does:
Payment Status:
- Users can filter orders based on their payment status (e.g., paid, unpaid, or all orders).
- The default setting is "All Orders," meaning no filtering is applied.
Shipment Status:
- This allows filtering orders by their shipment status (e.g., shipped, pending, or all orders).
- The default setting is "All Orders," including both shipped and unshipped orders.
These parameters help users customize their report to focus on specific payment or shipment conditions.
There are further filters available-
- Company Filter: Users can choose a specific company to view its related orders. In the provided screenshot, "Methilla" has been selected as the company filter, so any Customer order related to Methilla will appear.
- On Date: Allows users to set a specific date to display only orders up to that point.
Item-All customer orders associated with a specific item can be viewed, regardless of the customer or their order details.
Customer Order-A specific customer order can be viewed along with its details.
- Show only Closed Orders- if Yes is selected, Only the customer orders that are completed and closed will be displayed.
Thanks for being a Firstbit Customer! #Order tracking #CustomerOrderReport
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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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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