Shipping & Receiving

    Shipping & Receiving


    Article summary

    Deliveries

    Reports related to shipping and receiving inventory Purchase Orders are available here. This page includes these reports:

    Customer On Time Deliveries

    This report displays the Customer name, the number of deliveries made before deadline in the selected date range, the total number of deliveries in the same range, and the percent that were made on time.
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    Description
    The Customer On Time Deliveries report shows the number of deliveries to customers that have been made on time, the total number of deliveries, and the total on time delivery percentage. In this report, "on time" is determined by whether the delivery was made prior to the deadline set on the work order. This report allows you to track your on time delivery performance over the selected date range, both in total and for individual customers.

    "ShipDate" represents the date when an order was shipped. It is determined based on a hierarchy of potential sources, allowing for various workflows:
    If a Master Bill of Lading Shipment exists, its shipping date is used.
    If not, the shipping date of the Bill of Lading Shipment is used.
    If not, the shipping date of the Master Packing Slip Shipment is used.
    If not, the shipping date of the Packing Slip Shipment is used.
    If none of the above are available, the creation date of the Master Bill of Lading or the Bill of Lading is used.
    If none of these dates are available, depending on domain settings, the signed date of the Master Packing Slip Signature or the creation date of the Master Packing Slip is used.
    If none of these dates are available, again depending on domain settings, the signed date of the Packing Slip Signature or the creation date of the Packing Slip is used.
    The domain setting "Define On-Time-Delivery 'Shipped' date as packing slip created." can be configured for users whose customers pick up their orders. This ensures that delayed pickups don't negatively affect on-time delivery reports.

    Vendor On Time Deliveries

    This report displays the Vendor name, the number of deliveries that arrived on time, the total deliveries made, and the percent that were made on time.
    Screenshot 2024-05-20 at 2.33.26 PM.png

    The Vendor On Time Deliveries report allows you to track whether your vendors are meeting your company's criteria for vendor performance. This report displays the number of vendor deliveries made to your shop that were on time, the total number of deliveries made, and the percentage of deliveries that arrived on time.


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