Every once in a while an organization has a need to look back into the shipments that be been delivered and requires its information for evaluating the stock and the sale of items. This ensures that there is sufficient stock of a required item and also helps to maintain the reorder of items that are rarely shipped on particular time of the year and takes the storage space.
Sage Intacct provides a shipment history report that contains information about items, customers, orders, quantities, delivery date, etc. which is grouped by item. Using shipment history report, user can track their shipment details.
To access this report, go to Order Entry > All tab > Reports and click Shipment history.
- Set Time period, select reporting period using drop down to get the data you want. If you don’t specify a reporting period, the system generates a report for the current month to date.
- Set the filters to get the specific data you want. Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, account.
- Select Location/Department. You can set the location and department to get the data from particular location and department.
- Enter a title, subtitle, and footer text for your report.
- You can View, process, memorize, export, or customize the report or add it to the dashboard by using button given in right corner of the screen.
This report shows shipped item’s history which helps an organization to identify the sale of particular item in certain period of the year.
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