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
📋 Report Columns Explained
📅 Date Received
The date the order was recorded in the system.
📦 Date Dispatched
The date the order was dispatched from the warehouse, if applicable.
🏗️ Project Number
The internal project or job number associated with the order.
🔖 SO (Sales Order)
The system-generated sales order number.
🧑🤝🧑 Customer
The customer who placed the order.
📌 Status
The current status of the order (e.g., received, checked, dispatched).
💰 Cost Value
The total cost of the items on the order.
💵 Selling Value
The total selling price of the items on the order.
🏢 Warehouse
The warehouse responsible for fulfilling the order.
🔢 Lines
The number of distinct product lines on the order.
📦 Units
The total number of units across all lines in the order.
📦 Boxes
The total number of boxes or packages required for the order.
🚚 Dispatch Method
How the order is being dispatched (e.g., courier, in-house delivery).
📍 Delivery
The delivery address or location for the order.
✅ 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.
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