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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The Prebook Summary offers two different reports: Prebook Report and Prebook Summary Report.


  • Prebook Summary Report: Excel file which contains general information displayed on the grid (for all results pages). 
  • Prebook Details Report: Excel file which contains detailed information (for each product) of Prebooks displayed on the grid (for all results pages). Download here an example.

Instructions


Ui steps
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Ui step

Go to Prebooks & SO's>> Prebook Summary.


Ui step

 Use the available filters to find the Prebooks for which you want to generate the report.


Ui step

Click on Export to Excel or Export Details. In the case of the Prebook Details Report, the system will ask for the email where the report should be sent.


Ui step

Click on Save to finish.


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titleRelated Articles

Filter by label (Content by label)
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cqllabel in ( "reports" , "shipment-report" , "future-shipments" , "prebook-report" , "prebook-details-report" , "prebook-excel" )
labelsreports shipment-report future-shipments
 


Info
titleInformation

The system allows also print a Future Shipments Report from the e-commerce. For more information, please read read Future Shipments Report E-commerce.


Ui text box
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(lightbulb) Roles enabled to perform this action: Fulfillment,Admin, Sales Manager, Sales, Allocations, Procurement Manager.


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