In businesses that deal with a wide range of items and brands, tracking the latest purchase prices and stock addition dates becomes a challenge when relying on traditional methods like searching through item cards for each product.
To simplify this process, customized reports, such as the "External Work Orders Report," can be utilized.
These reports allow for the efficient and easy review of item details in bulk. Notably, this feature is also available for sales orders, facilitating the tracking of sales movements and related details.
In this article, we will explore how to review the External Work Orders Report.
Steps to View the External Work Orders Report
Go to the warehouse module
Select work orders report
Note: The default option is external work orders
Choose the type of work order: "All" or a specific work order type
Select the salespersons: "All" or a specific salesperson
Set the desired date range
Choose your preferred display format
Note: The default option for "Display By" is "By Document," which shows the basic data and total for each document in a single row. You can choose "Detailed by Line item" to view cumulative totals, or "Line item by No grouping" to see more detailed information within each work order.
Select the columns you wish to display from “Columns”.
Note: Columns can include the responsible person (creator of the warehouse document), work order code, work order type, and the second party’s mobile number.
Click “Generate”
Note: You can export the report to Excel, or Google Sheets, or print it by clicking the "+" button.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.