Table of Contents
Purpose
The Purchase Order Summary Report allows you to quickly view all details related to the Purchase Orders for a specific customer.
Accessing the Purchase Order Report
Accessing the Purchase Order Report can be done in two ways:
- Type "Purchase Order Report" in the search bar at the top of the page. A link to the page will appear and can then be clicked.
- Manually navigating through the menu at the top of the page. Go to Reports > Purchase Order Report.
How to run the Purchase Order Report
- Select the customer you wish to generate the report for from the search bar.
- Fill in the fields using the below descriptions
Field Description Order By Date Added - The date the Purchase order was entered into CartonCloud.
Arrival Date - The date the stock within the Purchase Order arrived into the warehouse.
Purchase Order History Status Verified - Search for Purchase Orders which have arrived but
where the stock is not yet allocated to a warehouse space.
Allocated - Search for Purchase Orders where the stock
has arrived and has already been allocated to a warehouse space.
Date Range To find Purchase orders that arrived into the warehouse during a specified time period.
- Click Show Report and the requested report will be generated at the bottom of the screen.
- Alternatively, the report can be exported to an Excel file. Click Export Excel and the report will download in the backrgound. You will be notified once the report is ready with the bell notification in the top right corner.
Example Report: