Sales Order Analysis

Introduction

This feature helps to generate information of Sales Order Register, Pending Orders, Dispatch Plan etc.

Options
Select Report Type - Pending orders, Dispatch plan, Delivery performance etc.
Select Party Group - Select from Party Group master.
Select Party Name - Select from Party master.
Select Item Group - Select from Item Group master.
Select Item Short Name - Select from Inventory master.
Select Unit - Select GST Units
From Date
To Date `Validations` - Gap between date range may not exceed two year - If To Date is selected prior to From Date then this Validation will show “Invalid Date Range”. - If To Date is selected later to Current Date then this Validation will show “Future dates are not allowed”.

Reports
1. Pending Orders This report will display the details of all sales orders made to a party which are not closed by ordered qty, pending qty, payment terms, aging etc.
2. Delivery Performance This report will show shipment history by region, value, order category, days etc.
3. Sales Order Register It will display the sales order whether the status is approved, pending or rejected by unit wise with other details like PO date, rate, qty, category etc. - 3.1. Customer PO details : Shows the customer purchase order details.
4. Dispatch Summary This report will show the summary of dispatches by qty, rate, invoice amount, party & branch name, delivery date etc for the given period.
5. Marketing Activities This report contains set of data related to the marketing process like category, activity type, activity performed, status etc.
6. Dispatch Plan It will display the dispatch plan for various items with pending qty, dispatch to, standard packing, standard weight etc.