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The report shows fulfilment details for authorised sales orders. Use this report to see the fulfilment 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 PeriodAllows 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.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets 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
SKUSKU of the product
ProductName of the product
Order #Order number
Order DateDate the order was authorised
CustomerCustomer name
Fulfilment StatusStatus of the fulfilment (Packed, Partially Fulfilled, Shipped, etc.)
Fulfilment #Fulfilment number of the sale
CarrierCarrier name, for shipped orders
Tracking #Carrier tracking number for shipped orders
Quantity OrderedOrder quantity of the product
Customer ReferenceCustomer reference from the sale document header
Sales RepresentativeName of the sales representative who handled the order
YearYear the order was authorised
QuarterQuarter of the calendar the order was authorised
MonthMonth the order was authorised
Shipment DateDate on which ship was authorised
Invoice #Invoice number. If there are multiple invoices for a fulfilment, these are displayed with comma-delimited tags.
Shipment NoteShows the information saved in the Shipment Note field under the Ship tab in Advanced Sale
LocationSale picking/dispatch location
BrandProduct Brand
CategoryProduct Category
FamilyProduct Family name
Product TagsComma-separated product tags
UnitProduct unit of measure
Shipping AddressLine 1 of the shipping address
CityShipping address city
StateShipping address state
CountryShipping address country
TaxTax associated with the order
TotalTotal value of the order = Amount + Tax
Customer Additional Attribute 1-10Values of customer additional attributes
Product Additional Attribute 1-10Values of product additional attributes
Data Headers
Quantity PickedQuantity picked of SKU
Quantity PackedQuantity packed of SKU
Quantity ShippedQuantity 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

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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.

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