How can I see a summary of my collections and deliveries done over a period of time?

How can I see a summary of my collections and deliveries done over a period of time?

Introduction

“Customer Order and Delivery Management” Plugin adds the omnichannel capabilities to the existing Tagrain application. Now you can uniquely identify customer orders, capture customer specific instructions, offer customers to buy products online, allow in-store pickups, and facilitate home delivery of products. 

In order to monitor and track these orders you can use the Collections and Delivery Orders Report. This report displays the fulfilment summary of an order. It displays whether the order is pending or successfully delivered or picked up. The report can be filtered by Store, Date Range, Customer, Transaction Type, and Transaction Status.

Steps to generate the Collections and Delivery Orders Report

To generate the “Collections and Delivery Orders Report, navigate to Home > Reports > Collections and Delivery Report and perform the following steps: 
  1. Select a Store
  2. Select a Date range for which transaction information is to be displayed
  3. Select a customer
  4. Select transaction type: All | Store Pickup |Home Delivery
  5. Select transaction status: All | Pickup Pending | Delivery Pending.
  6. Click the Search Button
Once the Collections and Delivery Report is generated, it can be filtered by these parameters- Store, Date Range, Customer, Transaction Type, and Transaction Status.



Report Data

The entire Collections and Delivery report is summarized in the columns below:

Transaction ID
Transaction ID is a unique alphanumeric number assigned to the Transaction.



Clicking on the blue arrow next to the line item will expand the row to reveal the information below:

Product ID
Displays the Product ID.  

Description
Displays the Product Description. 

Quantity
Displays the Ordered quantity.

Open Quantity
Displays the quantity that is eligible for a refund.

Pending
Displays the quantity that is yet to be delivered or picked up.

Total
Displays the Order Total.

Store
Store is the name of the store where the transaction occurred.

POS
POS is the name of the Point of Sale where the transaction was created.

Users
The name of the person who sold the products.

Actual Date
The date and time on which the transaction took place.

Customer
The name of the customer who purchased the product(s).

Transaction Status Type
This displays the type of transaction that occurred at the POS. Each transaction will fall under one of the following types: 
  1. Completed
  2. Delivery Pending
  3. Pickup Pending
  4. Delivered
  5. Suspended
Delivery Option Type
This displays whether the product was Home Delivered or Store Picked. 

Print the Collections and Delivery Orders Report

Collections and Delivery Orders Report can be printed using the "Print" button. Click on the Print button, to open the Print Preview screen. Select the destination printer, pages, Copies, Colour and configure more settings, if required. Click on the Print button to print the Collections and Delivery Report.

Export the Transaction Report

Collections and Delivery Orders Report can be exported using the "Export" button. Click on the Export button to download the CollectionDeliveryReport.xls file. The file is downloaded and automatically saved to the default file location as set in your browser. See: How to export Collections and Delivery Report in Tagrain?

Purpose

Collections and Delivery Report is used to monitor and track the sale fulfilments.

Suggested Readings

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