Purchase Order Delivery Notes Report

Overview: This interface is designed to help administrators manage delivery notes efficiently, providing detailed information about items, quantities, and financial transactions.

1. Delivery Note Records

• Displayed Fields:
  • Date: The date the delivery note was created.
  • Item: The name or description of the item delivered.
  • Purchase Order Reference Number: A unique identifier for the associated purchase order.
  • Customer: The name of the customer receiving the delivery.
  • Quantity: The total quantity of the item delivered.
  • Quantity Received: The amount of the item received so far.
  • Balance: The remaining quantity yet to be delivered.
  • Unit Price: The price per unit of the item.
  • Final Price: The total cost of the delivery note.

2. Record Controls

• Entries per Page: Adjust the number of delivery notes displayed per page (default is 5).
• Pagination Controls: Navigate between pages using the controls at the bottom of the table.
• Export to Excel: Use this button to download the delivery note records in Excel format for further analysis or record-keeping.

3. Filtering Delivery Notes

• Filter Button: Use this button to refine the list of delivery notes based on specific criteria.
  • Criteria may include Item, Number, Vendors, Date, or Date Range.
  • Apply filters to quickly locate relevant delivery notes.

Tips for Efficient Use

1. Regularly review delivery note balances to ensure timely follow-ups with customers.
2. Utilize the filter option to streamline searches and quickly access relevant records.
3. Export records to Excel for detailed financial analysis or reporting.