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:

1. Company and Customer Orders

• Displays the company name and lists customer orders.

• Each order is uniquely identified by an order number and date.

2. Status

• Indicates whether the order is "In Process," "Completed," or another relevant status.

3. Payment Details

• 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.

4. Shipping Details (Qty)

• 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.

For example, in Customer Order No. EICO25-00000002, a total of 2 items were ordered. Out of these, 1 item was shipped, meaning it was dispatched through a Goods Dispatch Note (GDN). Additionally, 2 items were reserved using the Inventory Reserve option.

• Invoiced: The quantity that has been billed through an Invoice document.

  Reserved: The quantity set aside in inventory, either through an Inventory Reserve document or during the reservation process for items-Reservation Process

  Placed in Orders: The quantity included in additional orders, specifically when a Purchase Order is created for this Customer Order.

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

Filtering Options

The parameters help users to view the report based on specific conditions. Here’s what each parameter does:

1. 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.

2. 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.

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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

To explain this 

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.