This report shows fulfillment details for authorized sales orders. You can use this report to see the fulfillment status for each order fulfilled partially/pending for fulfillment.
With Deskera Books+, you streamline the order fulfillment process through the use of fulfillment reports.
All the Outstanding Sales Fulfillment in Deskera Books+ are recorded for only partial and not fulfilled orders.
With the below steps you can generate an Outstanding Sales Fulfillment Report, using Deskera Books+.
- Click the Sales tab on the sidebar.
- Click into the Estimate/Invoice/Sales Order you wish to fulfill.
- At the bottom of the page, click the Fulfill button >>Fill in the quantity that has been delivered to the customer and click Fulfill to proceed.
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4. If you have Fulfilled an order/invoice partially/have not fulfilled, these statuses will be reflected in the outstanding Sales Fulfillment Report.
5. Go to the Reports section >>Outstanding Sales Fulfillment Report under Sales Reports.
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- You can view the details like, Estimate/Invoice No, Estimate/Invoice Date, Contact Name, Currency, Amount, Tax, Amount After Tax, Exchange Rate, Amount In Base Currency, Quote/Invoice Status.
- By Clicking on the down arrow on each line item, you can expand the transaction to view product-related details like Product id, Product Name, Product Description, Quantity, Delivered Quantity, and Balance Quantity.
- Date Range - You can also generate the report for a specific period by selecting the date range.
- Search - You can use the search engine option, where you can look for any particular transaction
Export Outstanding Sales Fulfillment Report
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Now you can export your Outstanding Sales Fulfillment Report in XLS format by clicking on the Export Button.