Order Stage Reports


The Order Stage Reports give the user the ability to print Sales Invoice reports for invoices regardless of their location within the Orders section within Staged Processing. If a user requires a report for a invoice that is not in a stage where the desired report can be printed, the user should use this functionality rather then dragging the order to the stage that gives the desired report function.

The different report options are available from the the 'Order Stage Reports' button is found towards the top left of the Sales Invoice manager screen. button in the Sales Invoice Manager.

Reports to Customers

Invoice (Single) (F8)

Generates an invoice for the order the user is currently focused on in the grid. Users can also press F8.

Note: this will generate an invoice number if one has not been generated yet and will set the tax point if "Invoice Date based on when invoice was printed" is ticked in the [ System Values | Invoice Management ] tab.

Invoices (Batch)

Generates invoices for all orders that are selected by the user in the grid.

Note: this will generate an invoice number if one has not been generated yet and will set the tax point if "Invoice Date based on when invoice was printed" is ticked in the [ System Values | Invoice Management ] tab.

Customs Invoice (Single)

Generates a customs invoice for the order the user is currently focused on in the grid, these are setup in Basic Reports.

Customs Invoices (Batch)

Generates a customs invoices for all orders that are selected by the user in the grid, these are setup in Basic Reports.

Delivery Note (Batch) (F7)

Generates a delivery note for the all orders that are selected by the user in the grid, see How To: Print Delivery Notes. A delivery note simply lists the stock and its quantity in the customer's order that can be delivered. A delivery note for a part-shipment will only display the quantity of stock that can be shipped at that juncture. Users can also press F7.

Reorder Sheet

The Reorder report generates a report of all stock items a customer has ordered on sales orders that were created within the last 60 days and is generally used to inform the customer of their recent purchases and is added to the order for information. The reorder sheet will be for all customer orders within the order stage that the user is currently focused on.

Note: stock items that are discontinued will not be included but stock items that are marked Run To Zero will be. Run To Zero items that have been completely sold out should be marked as discontinued.

Picking Report

Picking reports give the user the ability to generate pick tickets for orders that are not in the picking stage.

Pick Ticket (Single)

Generates a single pick ticket for the order the user is currently focused on in the grid and performs the same action as the Print Pick Ticket (Single) button in the Picking stage.

Pick Ticket (Batch)

Generates a pick ticket for each of the orders the user has currently selected in the grid and performs the same action as the Print Pick Ticket (Batch) button in the Picking stage.

Pick Sheet Combined

Generates a combined pick ticket for the order the user has currently selected in the grid and performs the same action as the Print Sheet (Combined) button in the Picking stage.

Combined pick tickets are used for back office order fulfilment and are used in combination with standard pick tickets. Combined tickets are printed first and warehouse staff pick all stock required to fulfil the selected orders together rather than an order by order basis. Then return all the stock to a back office pack location where the individual orders are packed. This can be a far more efficient pick-pack method when dealing with a large quantity of orders.

Process Management Reports

Unissued Orders and their Stages

Generates a report of all unissued order within the Orders and Future stages. The options for the report are:

  • Group by Date: group and total sequentially by the delivery date.
  • View by Delivery Date: lists the results sequentially by delivery date with a total for all orders on the last page.

The report displays the system generated Order reference number, delivery date, customers unique reference number (URN) and name, the stage the order currently occupies and the total value of the order. It also displays any associated invoice priority symbol to the right of the order value.

Stock Requirements for Stage

Generates a report containing all stock items not in stock and required to fully fulfil all the orders in the stage the user is currently focused on in the Stages pane. The report contains the stock code, short description, the quantity required to fulfil the orders in this stage and the preferred supplier for the stock items.



This report will only work if there are orders that are not fully fulfilled in that stage. If all orders are fulfilled then the report will not be populated.


Fulfilment Report (how available stock could be used)

Generates a report for all unissued orders within the Orders and Future stages. The report specifically contains;

  • Now: the order's current fulfilment percentage and amount of assigned items.
  • Min: the order's fulfilment percentage and total amount of assigned items if all other orders with the same stock requirement are fulfilled first, so this order is fulfilled last.
  • Max: the order's maximum fulfilment percentage and total amount of assigned items if this order has all unassigned stock assigned to it first, before any other orders with the same stock requirement, so this order is fulfilled first.

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