Reports

The Reports menu at the top of the screen allows the printing of reports.  The available reports and their function are listed below:

Delivery Reports - Reports associated with the delivery of products.  Reports can be narrowed down by date range, customer name and even down to a specific job.

Delivery dockets - These are set up on the options screen and allow for custom delivery dockets to be printed.

Delivery listing - This is a listing of all deliveries made for the specified date range/customer.

Vehicle schedules - This prints the vehicle schedules for the specified date range/customer.  The vehicle schedule can be narrowed down by vehicle name, and job completion status.

Invoices - This report prints outstanding invoices and receipts.  See the invoices option for more information.

Customer Job History - This report shows all jobs that have been completed for a particular customer or group of customers.  Select the customer name you want the report for (any part of the surname or business name) or leave the selection blank to print a history for all customers (this might be a very large report).  If you choose to include the job details, all job details (history) for each customer will also be printed.

Outstanding Jobs - This report lists all outstanding jobs in the system.  An outstanding job is defined as a job that has been entered as occuring before today's date but it has not been marked as being completed. All jobs must be marked as completed otherwise this report will not work.  The report lists jobs in oldest-to-most-recent date order.  The jobs that appear on this list must be manually reassigned to a new date (in the future) or they should be deleted from the system if they are no longer required.  If they are not changed they will continue to appear on this report.

Payments - Accounting and payment reports

Credit Card payments - Produces a list of credit card payments made over a specified date range.  This can be used for reconciling credit card amounts or obtaining authorisations.

Job History with payment details - This report generates a list of all deliveries made within a specified date range, including the cost.  This can be used as a cross-reference for accounting purposes, or for the calculation of tax amounts. The report can be narrowed by account customer, by non-account customer or by all customers.

Outstanding Payments - This report can be used to track outstanding payments for customers.  Each customer has an outstanding limit.  If this limit is exceeded, they will appear on this report, making the job of tracking and chasing up difficult customers easier.  The report shows all jobs for which this customer has an outstanding amount.  The report can be selected by account customer, by non-account customer or by all customers.

Management reports - Only accessible with the management password (if supplied), otherwise these reports are visible by all operators. 

Payment Summary (Management report) - This report provides a quick summary of the total number of delivery jobs completed, broken down by month, as well as the total value of these jobs.  This report is password-protected if a Management Password has been set under options.

Remember - You can change your printer setup as well as choosing to save/export/email the report to a different location by clicking on the buttons at the top of the report.  There are also report navigation buttons that allow you to scroll through the report page by page before printing it.