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 can be done in two ways:

  1. 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.
  2. Manually navigating through the menu at the top of the page. Go to Reports > Purchase Order Report.

The customer you wish to generate a report for should first be selected as shown below.

The remaining options should then be populated to ensure the resulting summary report includes the Purchase Order information required.

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.

Finally, 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 and automatically downloaded by selecting "Export Excel".


Example Report: