Delivery Note Reports

Delivery Note Reports

Purpose: You can verify the Sales Delivery note status and Other details regarding your Delivery note from the following reports:

  • Sales Delivery note summary

  • Sales Delivery note detail

There are four types of statuses in a Delivery Note to manage them accurately :

Pending – This status is shown when a delivery note is created but has not yet been converted into a sales invoice.
Partially Converted – This status appears when a delivery note has been partially fulfilled, meaning only some items in the delivery note have been converted into a sales invoice.

Invoiced – This status is marked when all items in the sales order have been directly invoiced through sales bills
Cancelled- This status is marked when the respective note is cancelled via cancel option in delivery note screen

  

Sale Delivery note Summary
The Sales Delivery note Summary report displays the delivery note header level information such as the name of the customers, delivery amount and status. It provides an overview of the delivery note.

To generate Sales Delivery note Summary report,

  1. From the Dashboard, Click Reports > Sales > Delivery Reports > Sale Delivery note summary

  2. Select a date by clicking Select Period.

  1. Select the Branch from the list. Multiple branch selection is also allowed. By default, it will take "All locations"

  2. Click Apply.


  1. The report displays the records matching the criteria.

  2. delivery3


Sale Delivery note Details
The Sale Delivery note Details report displays the delivery note item detail level information such as the name of the customers, name of the items, the quantity, item amount, corresponding tax percent and so on.
To generate the Delivery note Details report,

  1. From the Dashboard, Click Reports → Sales →  Delivery reports → Sales delivery note detail

  2. Select a date by clicking Select Period.

  3. Select the Branch from the list.

  4. Click Apply.
    The report displays the records matching the criteria.

  5. delivery4

 

FAQ :

 

Regarding Report related operations,

 

1) To change filter settings in report - Smart Report Filter 

 

2) To Export the report - Smart Report - Export Report 

 

3) To enable or disable columns and perform computation data for columns - Smart Report - Report Settings 

 

4) To schedule report - Smart Reports - Schedule Reports 

 

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