The report shows fulfillment details for authorised sales orders. Use this report to see the fulfillment status for each order, with quantity picked, packed and shipped. The output can be customised to show carrier, tracking info and more.
This report can be automatically generated and sent out to authorised users using the Report Scheduling feature available to DEAR customers with the Automation module subscription. See Report Scheduling for more information.
NOTE: Non-inventory products are not shown in this report.
Prerequisite
Table of Contents
Data from this report can be exported in Excel, PDF or RTF format.
Input:
| Reporting Period | Allows the user to select the reporting period from a list of options or set a custom date range. This report is filtered by sale order date. |
| Layout | Set to the Default layout. Allows selection of saved layouts, if any. |
| Save Layout As | Allows saving a layout for potential future use. |
| Reset Layout | Resets the layout to the default layout or selected saved layout. |
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters.
Output:
The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report.
| Fields | |
|---|---|
| SKU | SKU of the product |
| Product | Name of the product |
| Order # | Order number |
| Order Date | Date the order was authorised |
| Customer | Customer name |
| Fulfillment Status | Status of the fulfillment (Packed, Partially Fulfilled, Shipped, etc.) |
| Fulfillment # | Fulfillment number of the sale |
| Carrier | Carrier name, for shipped orders |
| Tracking # | Carrier tracking number for shipped orders |
| Quantity Ordered | Order quantity of the product |
| Customer Reference | Customer reference from the sale document header |
| Sales Representative | Name of the sales representative who handled the order |
| Year | Year the order was authorised |
| Quarter | Quarter of the calendar the order was authorised |
| Month | Month the order was authorised |
| Shipment Date | Date on which ship was authorised |
| Invoice # | Invoice number. If there are multiple invoices for a fulfillment, these are displayed with comma-delimited tags. |
| Shipment Note | Shows the information saved in the Shipment Note field under the Ship tab in Advanced Sale |
| Location | Sale header location |
| Brand | Product Brand |
| Category | Product Category |
| Family | Product Family name |
| Product Tags | Comma-separated product tags |
| Unit | Product unit of measure |
| Shipping Address | Line 1 of the shipping address |
| City | Shipping address city |
| State | Shipping address state |
| Country | Shipping address country |
| Tax | Tax associated with the order |
| Total | Total value of the order = Amount + Tax |
| Customer Additional Attribute 1-10 | Values of customer additional attributes |
| Product Additional Attribute 1-10 | Values of product additional attributes |
| Data Headers | |
| Quantity Picked | Quantity picked of SKU |
| Quantity Packed | Quantity packed of SKU |
| Quantity Shipped | Quantity shipped of SKU |
NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.
FAQs
What are the possible Fulfillment Statuses and their definitions?
- NOT FULFILLED - nothing on the order has been picked, packed or shipped.
- PICKED - the Pick tab of the order has been authorised. In the case of Advanced Sale, this could refer to partial pick.
- PACKED - the Pack tab of the order has been authorised. In the case of Advanced Sale, this could refer to partial pick.
- SHIPPED - the Ship tab of the order has been authorised. At least one line item of the order has shipped.
- FULFILLED means every line item of a sale order has been shipped.
Is it possible to add the Required By/Ship By date to the Fulfillment Details Report?
This is not currently available in DEAR. We encourage you to raise it as a feature request in our forum, depending on its popularity it may be considered for future DEAR releases.
Still no answer to your question? Please do not hesitate to get in touch with DEAR support.