Sales Order Detail By Delivery Date Fields

The Sales Order Detail By Delivery Date gives businesses a comprehensive overview of pending shipments based on delivery dates. This report includes details such as item number, item description, item UPC, and delivery date.

To view the report, go to Menu > Reports > Sales > Sales Order Detail By Delivery Date

Upon selecting this option, you will be prompted to choose a template. Select the "Sales Order Detail By Delivery Date" template and click "Print Preview" to view the report.

Sales Order Detail By Delivery Date Fields

Field	Description
Item	This field captures the unique identifier for each item, allowing for easy tracking and management.
Description	This field captures the description of the item.
UPC	This field shows the item UPC.
Delivery Date Group	This field shows the delivery date as per the selected group.

Navigating the Report

To drill deeper into the details of the sales, users can click on the quantity under the "Delivery Date" column within the report. This action will lead to a detailed breakdown of the sales order, including the order number, customer, item, quantity ordered, quantity remaining, etc.

SO Detail Drill down (Remaining to Ship) by Delivery Date Fields

Field	Description
Order#	This field displays the sales order number.
Customer	This field shows the name of the customer associated with the sales order.
Item	This field shows the unique identifier for the item.
UPC	This field shows the UPC associated with the item.
Qty Ordered	This field shows the total item quantity ordered.
Qty Rem	This is the item quantity that is remaining to be shipped.
Order Date	This field shows the date on which the sales order was placed.
Del Date	This field shows the delivery date of the item.
Customer PO	This field shows the customer PO associated with the sales order.

Filtering the Report

XoroERP provides businesses with the flexibility to filter the "Sales Order Detail By Delivery Date" report based on the sales order statuses, time ranges.

Status Selection:

To begin filtering the report, select the status of the sales order for which you want to display the data in the report. Navigate to the "Status" section located on the right-hand side of the interface and select the status (Open, Released, and Partially Shipped). You can select one or all the statuses.

Range Selection

1. Navigate to the "Range" section located on the right-hand side of the interface.

2. Select the appropriate time period for your analysis and click "Preview" to refresh the report data.

   • The initial default setting is "This Month-To-Date". Additional timeframes are available, including:

     • Today

     • This Month-To-Date

     • This Calendar Year

     • Last Week

     • And others.

3. For a more tailored analysis, select the "Custom" option, set the "DateFrom" and "DateTo" fields, and click "Preview" to generate a report for the customized period.

Grouping Data

After setting the time frame, select how the data is to be grouped in the report. The group determines how the data is presented in the report. For example, with the range set to "This Week" and grouped by "Day," you'll be able to view the data for each day of the week. This means the data will be shown per day and you will be able to see the items that are remaining to be shipped per day.

To select the group, scroll down in the right section of the report and select the group under the "Group By" option to determine how you want to segregate the report.

By default, the report is grouped by "Week". However, users can opt for more granular categorization, with options including "Day," "Week," "Month," "Year," "Quarter," "Year," "Fiscal Quarter," and "Fiscal Year".

Report Header Icons

• Refresh: This allows you to refresh the search results after changing the search criterion.

• Toggle Print View: This feature enables you to switch the display mode specifically for printing the report. When activated, it adjusts the formatting and layout of the report to optimize its appearance when printed out.

• Toggle Parameter Area: This functionality enables you to switch the parameter area's visibility, located on the right side of the Income Statement By Class Window. Toggling this setting allows you to show or hide the parameter options, giving you more control over the display and customization of the Income Statement By Class details.

• Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS Excel (.xlsx), catering to diverse user preferences and use cases.

• Advanced Search: The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria facilitating precise and tailored searches.

• Zoom In and Zoom Out: These features in XoroERP's reporting module allow users to adjust the view of the report according to their preferences. Zooming In increases the size of the report elements, making them easier to read and analyze, while Zooming Out decreases the size for a broader view. These options are particularly useful when dealing with detailed reports or when users need to focus on specific sections of the report.

• Toggle Full Page Width: This feature enables users to toggle between displaying the report at its full page width or adjusting it to fit the screen width. When toggled to Full Page Width, the report expands to utilize the entire width of the viewing area, ensuring that all elements are fully visible and enhancing readability. On the other hand, toggling off Full Page Width may be useful for viewing multiple reports simultaneously or when a narrower view is preferred for better organization of the workspace.