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
The report consists of the following sections:
Displays the company name and lists customer orders.
Each order is uniquely identified by an order number and date.
Indicates whether the order is "In Process," "Completed," or another relevant status.
Document Amount: Total amount of the order.
Paid: Amount already paid by the customer through Bank/Cash document
Left to Pay: Balance amount pending from the customer.
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.
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.
For example, Customer order no EICO25-00000002- 2 items were ordered, 1 was shipped and 2 were reserved.
The report allows 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.
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.
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
The report allows 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.
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.
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.