Order Status Report

The Order Status Report provides a clear view of your orders at different stages, helping you track what has been received, checked, or dispatched. This is essential for operations, customer service,

🔎 Running the Report

When generating the report, users can filter by:

• Date Range – the period for which you want to view orders

• Warehouse – filter for a specific warehouse

• Order Number – optional; filter by a specific order if required

• Status – choose the stage of the order to report on

The report organizes orders based on their status, including:

• Orders received, not dispatched

• Orders checked, not dispatched

• Orders received, not checked

• Orders received and dispatched

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📋 Report Columns Explained

📅 Date Received

• The date the order was recorded in the system.

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📦 Date Dispatched

• The date the order was dispatched from the warehouse, if applicable.

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🏗️ Project Number

• The internal project or job number associated with the order.

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🔖 SO (Sales Order)

• The system-generated sales order number.

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🧑‍🤝‍🧑 Customer

• The customer who placed the order.

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📌 Status

• The current status of the order (e.g., received, checked, dispatched).

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💰 Cost Value

• The total cost of the items on the order.

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💵 Selling Value

• The total selling price of the items on the order.

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🏢 Warehouse

• The warehouse responsible for fulfilling the order.

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🔢 Lines

• The number of distinct product lines on the order.

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📦 Units

• The total number of units across all lines in the order.

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📦 Boxes

• The total number of boxes or packages required for the order.

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🚚 Dispatch Method

• How the order is being dispatched (e.g., courier, in-house delivery).

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📍 Delivery

• The delivery address or location for the order.

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✅ Why Use the Order Status Report?

• Order Tracking: Monitor orders from receipt through to dispatch.

• Operational Planning: Identify bottlenecks in checking or dispatching orders.

• Customer Service: Provide accurate updates to customers about their orders.

• Financial Insight: Understand the cost and selling value of outstanding and completed orders.