Fulfillment Reports

Orders

Incomplete Orders

Best used for: A live list of every open order that has been allocated but not yet fully completed. Use this to check what's still in progress or identify orders that may be stalled.

Output: PDF | Filters: None — returns all open orders automatically, no filters needed.

Columns included
Order No, Date, Account, Consignee, City, State, Zip, Ordered, Picked, Shipped

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Order Summary

Best used for: A high-level view of all orders placed over a date range, including their picked and shipped status. Good for a quick check on order volume and throughput.

Output: PDF | Filters: Customer, Date From, Date To

When running the report, you can tailor it to exactly what you need:

• Customer — Search for a specific customer to see only their orders, or leave blank to include all customers.
• Date From — The start of the order date range you want to review.
• Date To — The end of the date range. Defaults to today if left blank.

Columns included
Order No, Date, Consignee, City, State, Zip, Country, Created By, Ordered, Picked, Shipped

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Detailed Customer Orders

Best used for: A full order listing with item-level breakdown for each order in the date range. Use this when you need more detail than the Order Summary provides.

Output: PDF, CSV | Filters: Date From, Date To

When running the report, you can tailor it to exactly what you need:

• Date From — The start of the order date range you want to review.
• Date To — The end of the date range. Defaults to today if left blank.

Columns included

CO#, Client, SKU, Ordered Qty, Ordered UOM, Completed On, Unit Cost, Unit Cost Total, Placed On, On Hold, Hold Until, Order User Fields 1–3 and My List 1–2 (if enabled), Unit Price, Total Price, Description, Line #, Customer, Shipping Address 1–3, Shipping City, Shipping State, Shipping Country, Shipping Zip, Shipping Phone, Billing Address 1–3, Billing City, Billing State, Billing Country, Billing Zip, Billing Phone, Created By, Item User Fields 1–6 (if enabled), Tracking Number, Company

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Daily Item Orders

Best used for: Seeing which items were sold and the total value of sales for a specific day. Useful for daily reconciliation or reviewing a particularly busy day.

Output: PDF | Filters: Report Date

When running the report, you can tailor it to exactly what you need:

• Report Date — The specific day you want to review. Defaults to today.

Columns included
SKU, Description, Quantity, Actual Sales Amount, Undiscounted, FMV

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Ready To Ship

Best used for: Seeing which orders are fully allocated and picked, and are ready to go out the door. Use this at the start of a shipping run or to check what's waiting on the dock.

Output: PDF | Filters: Warehouse

When running the report, you can tailor it to exactly what you need:

• Warehouse — Narrow results to a specific warehouse, or leave blank to include all.

Columns included
Order No, Date, Consignee, City, State, Zip, Ordered, Picked, Shipped, Pick %

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Orders Export By Date

Best used for: A full export of all customer order data including item, customer, address, and shipping details. Ideal for data exchange with external systems or building custom reports.

Output: CSV | Filters: Date Type, Ship From Warehouse, Date From, Date To

When running the report, you can tailor it to exactly what you need:

• Date Type — Choose whether to pull orders by the date they were placed, or by the date they were completed.
• Date From — The start of the date range you want to export.
• Date To — The end of the date range. Defaults to today if left blank.
• Ship From Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.

Columns included

CO#, Order Reference, Client, Order Source, Last Updated Date, SKU, Ordered Qty, Ordered UOM, KIT Component Ordered Quantity, Required By (if enabled), Completed On, Cancelled On, Cancelled By, Cancelled Note, Allocated Qty, Picked Qty, Picked On, Picked By, Packed Qty, Packed On, Packed By, Already Shipped, Last Shipment Date, Shipped Qty, Ship From, Ship Via, Buyer Paid Shipping, Internal Notes, Note From Customer, Note To Customer, Receipt Note, Unit Cost, Received Value, Inbound Freight (if enabled), Inbound Duty (if enabled), Placed On, Created By, Project Number, On Hold, Hold Until, Order User Fields 1–3 and My List 1–2 (if enabled), Unit Price, Total Price, Description, Barcode, Category, Weight, Default Econ Order, Default Lead Time (Days), Recommended Retail Price, Manufacturer Website, Serializable, Serial Number, Serial Fields 1–4 (if enabled), Non-Inventory, Perishable, Expiration Date, Track Lot, Lot Number, Line #, Title, Name, Surname, Account Number, Customer Email, Shipping Code, Shipping Company, Shipping Name, Shipping Address 1–3, Shipping City, Shipping State, Shipping Country, Shipping Zip, Shipping Phone, Default Shipping, Use as Billing, Billing Code, Billing Company, Billing Name, Billing Address 1–3, Billing City, Billing State, Billing Country, Billing Zip, Billing Phone, Default Billing, Item User Fields 1–6 (if enabled), Tracking Number, Carrier, Service, Company

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Returns

Order Returns

Best used for: A summary of all returns processed during a period. Use this to review return volume, identify patterns, or reconcile RMA activity.

Output: PDF | Filters: Date From, Date To

When running the report, you can tailor it to exactly what you need:

• Date From — The start of the return date range you want to review.
• Date To — The end of the date range. Defaults to today if left blank.

Columns included
CO Number, RMA Number, Customer Name, Returned Date, Ordered, Returned

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Order Returns Detail

Best used for: A line-item breakdown of every return, including condition of each item returned. Use this when you need to investigate specific returns, process credits, or review item-level return reasons.

Output: CSV | Filters: Date From, Date To

When running the report, you can tailor it to exactly what you need:

• Date From — The start of the return date range you want to review.
• Date To — The end of the date range. Defaults to today if left blank.

Columns included
CO#, RMA#, RMA Date, Return Type, Return Received Date, Client Name, Customer Name, Customer Company, Account Number, Qty Returned, Original Ordered Qty, Sales Price, Total Price, Returned SKU, Description, Good - Restock Item, Damaged - Don't Restock, Damaged - Dispose Item

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Performance

Fulfillment Performance

Best used for: Measuring how long orders take to move through the fulfillment process. Define the start and end points of the workflow you want to measure to get average turnaround times.

Output: PDF, CSV | Filters: Warehouse, Date From, Date To, Starting From, Ending At

When running the report, you can tailor it to exactly what you need:

• Date From — The start of the date range you want to measure.
• Date To — The end of the date range. Defaults to today if left blank.
• Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
• Starting From — Choose where in the order workflow the clock starts. Options: Order Created, Order Allocated, Order Claimed, Order Pick List Printed (default), Order Picked.
• Ending At — Choose where in the order workflow the clock stops. Options: Order Allocated, Order Claimed, Order Pick List Printed, Order Picked, Order Shipped (default).

Columns included
Order Number, Name, Picker, Starting From time (named for the step chosen, e.g. Order Pick List Printed), Ending At time (named for the step chosen, e.g. Order Shipped), Total Time, Charges (not shown to client users)

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Picker Performance

Best used for: Reviewing how many orders and items each warehouse user has picked over a period. Use this to track productivity or identify resourcing needs during busy periods.

Output: CSV | Filters: Warehouse, Date From, Date To, Breakdown By Date

When running the report, you can tailor it to exactly what you need:

• Date From — The start of the date range you want to review.
• Date To — The end of the date range. Defaults to today if left blank.
• Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
• Breakdown By Date — Check this to see performance split out day by day rather than as a single total for the period.

Columns included
Warehouse, Picked By, Picked Date (only with Breakdown By Date), Orders Picked, Items Picked (eaches), Items Picked (ordered units)

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Quick Issue

These reports are only available if your account has Quick Issue enabled.

Quick Issue Orders

Best used for: A summary listing of all Quick Issue events during a period. Use this to review Quick Issue activity at a glance or check volume over time.

Output: PDF | Filters: Date From, Date To

When running the report, you can tailor it to exactly what you need:

• Date From — The start of the date range you want to review.
• Date To — The end of the date range. Defaults to today if left blank.

Columns included
Order No, Date, Created By, Ordered

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Quick Issue Transaction Detail

Best used for: A line-item breakdown of every Quick Issue transaction during a period. Use this to audit individual Quick Issue activity, reconcile inventory consumed, or investigate specific transactions.

Output: PDF, CSV | Filters: Date From, Date To

When running the report, you can tailor it to exactly what you need:

• Date From — The start of the date range you want to review.
• Date To — The end of the date range. Defaults to today if left blank.

Columns included
Order Number, Order Reference, Client, SKU, Description, Placed On, Issuing User, Unit Cost, Quantity, Total

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Warehouse Transfers

Warehouse Transfer Orders Export

Best used for: A full export of all transfer orders between warehouses. Use this to reconcile inter-warehouse movements or review transfer history for a specific period.

Output: CSV | Filters: Warehouse, Date From, Date To

When running the report, you can tailor it to exactly what you need:

• Deliver From Warehouse — Narrow results to transfers originating from a specific warehouse, or leave blank to include all.
• Date From — The start of the date range you want to export.
• Date To — The end of the date range. Defaults to today if left blank.

Columns included

Deliver From Warehouse, Date Created, Required By, Last Modified, Transfer Number, Client, SKU, Description, Category, Unit Cost, Item User Fields 1–6 (if enabled), Quantity, Allocated Quantity, Picked Quantity, Packed Quantity, Shipped Quantity, Date Shipped, Received Quantity, Received Date, Status, Deliver To Warehouse, Deliver To Warehouse Address 1–3, Deliver To Warehouse City, Deliver To Warehouse State, Deliver To Warehouse Zip, Deliver To Warehouse Country, Deliver To Warehouse Phone, Requested Carrier, Requested Service, Note