Shipment Report

The Shipment Report allows the user to view line-by-line shipment details about your sales orders. There are a number of data fields within this report. You can use the data fields to broaden or narrow your report.

Type-

With this data field you can ask for Detail, which will give you a lot of information regarding Shipment Report search. You may use the Subtotal or Grand Total. Each of these report criteria will give you less detailed information.

Sort By- (Primary Filter)

There are six ways to sort your data in this field by clicking the “Sort By” drop down menu. The selections are SO #, Customer #, Invoice#, Item#, Salesperson# and Ship Date. The information you receive from each of the reports will be sorted by fourteen different categories. These categories will be SO #, Invoice#, Ship Date, To Ship, Customer #, PO#, Item#, Whse(warehouse), Ship Via, Tracking#, BO(Backorder) Ship Qty, Net Price and Total. Depending on the “Sort By” selection, the categories will move within each report. As you choose the “Sort By” selection, the data box underneath the “Sort By” box and the Criteria fields will change based on your selection.

Individual-

Your report could be customized for an individual search based on the six “Sort By” categories.

Report Header-

By clicking the checked boxes you can remove the Include Time And Printed By headings at the top of the report.

Criteria-

Based on the “Sort By” selection, you will get slightly different sorting criteria. This will allow you to broaden or narrow your report criteria.

Special Note: Regarding SO #, Invoice #, Ship Date and Order Date, by clicking the arrow off for one or all of the categories you may broaden or narrow your search. For the date categories there is a default date range that can be selected. Just click the word “Range” or click the downward arrow. This will give four date range choices for your report. Or you may enter the date range of your choosing.

Special Note: You will need to uncheck the boxes to activate the fields to customize your search.

There are also two additional information boxes underneath the Criteria box. These will allow you to tailor your report even further. In the first box you may choose one or all of the options. In the second box you may only choose one of the options.

We will start our search by selecting the following criteria:

TypeDetail

Sort bySO # (Sales Order #)

IndividualWe will not make a selection.

CriteriaIn this section we will remove the check mark from the Order Date

and go to the “To” box, click the word “Range” an choose the

selection “Today”

After all the selection criteria are entered in the fields, click the preview button which is in the green heading bar to get the report on the next page.

If your order has not shipped you will receive the following error message:

The report will process and appear on your screen as below. To print the screen, click the printer icon by the red arrow.

SPECIAL NOTE:

This report can be sorted, preview and printed by the many different reporting

criteria that you are allowed. You will need to experiment with the many different

options to find the report that will work best for your business concerns.