Shipping Reports

Shipping reports provide comprehensive visibility into order fulfillment operations, from initial allocation through final delivery. These reports support efficient pick and pack workflows, inventory allocation tracking, order status monitoring, and shipping management across your warehouse operations.

Access: Reports → Search → Type: Shipping Orders

Understanding Shipping Reports

Shipping reports track the complete order fulfillment lifecycle from order creation through delivery. Use these reports for daily warehouse operations, order tracking, performance monitoring, and shipping cost analysis.

Report Workflow:

1. Planning: Check allocation reports to verify inventory availability
2. Picking: Print pick lists organized by location or route
3. Packing: Generate packing slips and shipping labels
4. Verification: Review open order reports for pending shipments
5. Analysis: Track historical shipping data for performance metrics

Key Concepts:

• Allocation: Inventory reserved for specific orders but not yet issued
• Pick List: Document directing warehouse staff to item locations
• Packing Slip: Customer-facing document listing shipped items
• Order Status: Current state in fulfillment workflow (open, allocated, issued, packed, shipped)
• Backorder: Items ordered but unavailable, awaiting stock replenishment

Pick Lists

Pick lists direct warehouse staff to inventory locations and specify quantities to retrieve for order fulfillment. Optimized picking routes reduce travel time and improve warehouse efficiency.

Pick List (Report 85)

Standard pick list organized by item and location for individual shipping orders.

Key Columns: Item Number, Description, Quantity Ordered, Quantity Allocated, Location, Serial Numbers, Order Number, Customer

When to Use:

• Daily picking operations for individual orders
• Order verification before packing
• Location-based picking workflows

Filters:

• Order Number range
• Customer selection
• Warehouse location
• Order status (open, allocated, issued)
• Date range

Multi Pick List (Report 252)

Consolidated pick list combining multiple orders for batch picking operations. Groups items across orders to minimize warehouse travel time.

Key Columns: Item Number, Description, Total Quantity, Location, Order Count, Order Numbers, Customers

When to Use:

• Batch picking multiple orders simultaneously
• Route optimization across warehouse zones
• High-volume fulfillment periods

Filters:

• Order range
• Customer list
• Warehouse
• Consolidation method (by location, by item, by route)

Pick List by Location (Report 127)

Pick list sequenced by warehouse location to optimize picking routes and minimize travel distance.

Key Columns: Location, Item Number, Description, Quantity, Order Number, Customer, Bin Sequence

When to Use:

• Zone-based picking operations
• Warehouse layout optimization
• Sequential bin picking workflows

Special Features:

• Respects location sort order and bin sequences
• Groups items by warehouse zone
• Supports custom route definitions

Packing Documents

Packing documents verify order accuracy and provide customer-facing documentation for shipped items. These reports support packing station operations and customer communication.

Packing Slip (Report 86)

Customer-facing document listing all items in a shipment with quantities, descriptions, and order details.

Key Columns: Item Number, Description, Quantity Shipped, Unit of Measure, Serial Numbers, Order Number, Customer Address, Shipping Method

When to Use:

• Packing station verification
• Customer order documentation
• Shipment accuracy confirmation

Customization Options:

• Include/exclude pricing
• Show serial numbers and lot numbers
• Display special instructions
• Add company branding and logo

Packing List with Images (Report 198)

Enhanced packing slip including item images for visual verification during packing operations.

Key Columns: Item Number, Description, Quantity, Image Thumbnail, Serial Numbers, Order Details

When to Use:

• Visual packing verification
• Training new packing staff
• High-value item verification
• Reducing picking errors

Shipping Labels (Report 312)

Address labels and barcode labels for package identification and carrier integration.

Key Columns: Customer Name, Shipping Address, Order Number, Package Number, Barcode, Tracking Number, Weight

When to Use:

• Package labeling at packing stations
• Carrier integration
• Shipment tracking
• Package identification

Allocation Reports

Allocation reports show inventory reserved for specific orders, helping manage stock availability and identify potential backorder situations before they impact fulfillment.

Allocated Inventory (Report 142)

Shows all inventory currently allocated to shipping orders, organized by item and location.

Key Columns: Item Number, Description, Quantity Allocated, Location, Order Number, Customer, Allocation Date, Order Due Date

When to Use:

• Stock availability planning
• Allocation conflict resolution
• Backorder prevention
• Inventory reservation tracking

Key Metrics:

• Total allocated by item
• Allocation by customer
• Reserved inventory by location
• Allocation age analysis

Allocation by Customer (Report 178)

Allocation summary organized by customer showing all pending reservations and order commitments.

Key Columns: Customer Name, Item Number, Quantity Allocated, Order Number, Due Date, Days Outstanding

When to Use:

• Customer service inquiries
• Order priority management
• Customer allocation limits
• Backorder customer communication

Available to Promise (Report 221)

Analyzes available inventory considering current allocations and incoming receipts to show true available stock for new orders.

Key Columns: Item Number, On Hand, Allocated, Available, In Transit, Available to Promise, Reorder Point

When to Use:

• Order entry availability checks
• Sales forecasting
• Stock planning
• Customer promise dates

Calculation: Available to Promise = On Hand - Allocated + In Transit - Safety Stock

Order Status Reports

Order status reports track shipping orders through the fulfillment workflow, providing visibility into order progress and identifying bottlenecks.

Open Shipping Orders (Report 87)

Lists all shipping orders not yet completed, showing current status and pending actions.

Key Columns: Order Number, Customer, Order Date, Required Date, Status, Total Value, Items, Warehouse

When to Use:

• Daily fulfillment planning
• Order tracking
• Customer service inquiries
• Bottleneck identification

Status Values:

• Open: Order created, not yet allocated
• Allocated: Inventory reserved, awaiting picking
• Issued: Items picked, awaiting packing
• Packed: Ready for shipment
• On Hold: Temporarily suspended

Filters:

• Order date range
• Customer selection
• Warehouse
• Status (open, allocated, issued, packed)
• Required date range
• Order value threshold

Backorders (Report 156)

Shows items ordered but not available, identifying stock shortages impacting order fulfillment.

Key Columns: Item Number, Description, Quantity Backordered, Customer, Order Number, Order Date, Required Date, Estimated Available Date

When to Use:

• Backorder management
• Customer communication
• Purchasing decisions
• Order prioritization

Key Actions:

• Identify purchasing needs
• Communicate delays to customers
• Reallocate from other locations
• Cancel and reorder if needed

Orders on Hold (Report 189)

Lists shipping orders temporarily suspended due to credit limits, inventory issues, or manual holds.

Key Columns: Order Number, Customer, Hold Reason, Hold Date, Order Value, Days on Hold, Contact

When to Use:

• Hold resolution workflows
• Credit issue tracking
• Management exception reporting
• Customer account management

Common Hold Reasons:

• Credit limit exceeded
• Payment terms violation
• Inventory unavailable
• Manual review required
• Customer request

Late Shipments (Report 234)

Identifies orders past their required delivery date, enabling proactive customer communication and fulfillment prioritization.

Key Columns: Order Number, Customer, Required Date, Days Late, Order Status, Total Value, Items, Contact

When to Use:

• Customer service escalation
• Fulfillment priority adjustment
• Performance metric tracking
• Root cause analysis

Shipping Analysis

Shipping analysis reports provide historical data and trend analysis for order fulfillment performance, carrier comparison, and cost management.

Shipping History (Report 91)

Complete historical record of all shipped orders with dates, customers, carriers, and costs.

Key Columns: Order Number, Ship Date, Customer, Items Shipped, Total Value, Carrier, Shipping Cost, Tracking Number

When to Use:

• Historical order lookup
• Customer ship history
• Shipping cost analysis
• Carrier performance review

Date Ranges:

• Last 30 days
• Last quarter
• Last year
• Custom date range

Shipping by Customer (Report 145)

Customer-level shipping summary showing order frequency, total shipped value, and average order size.

Key Columns: Customer Name, Order Count, Total Shipped, Average Order Value, Last Ship Date, Items Shipped

When to Use:

• Customer relationship analysis
• Sales performance tracking
• Customer segmentation
• Account planning

Metrics:

• Orders per period
• Revenue per customer
• Average order value
• Shipping frequency

Shipping by Item (Report 167)

Item-level shipping analysis showing what products ship most frequently and total quantities moved.

Key Columns: Item Number, Description, Quantity Shipped, Order Count, Total Value, Average Price, Last Ship Date

When to Use:

• Product performance analysis
• Inventory planning
• Fast-moving item identification
• Pricing analysis

Key Metrics:

• Units shipped per period
• Revenue per item
• Shipping frequency
• Average selling price

Shipping by Carrier (Report 203)

Carrier performance and cost comparison across shipping methods.

Key Columns: Carrier Name, Shipment Count, Total Cost, Average Cost, Total Weight, On-Time Percentage, Package Count

When to Use:

• Carrier selection optimization
• Shipping cost reduction
• Service level comparison
• Contract negotiation

Analysis Points:

• Cost per shipment
• Cost per weight unit
• On-time delivery rate
• Carrier utilization distribution

Daily Shipping Summary (Report 276)

Daily snapshot of shipping activity showing orders processed, items shipped, and performance metrics.

Key Columns: Date, Orders Shipped, Line Items, Total Units, Total Value, Order Types, Carriers Used

When to Use:

• Daily operations review
• Trend analysis
• Capacity planning
• Performance benchmarking

Typical Time Frames:

• Last 7 days (weekly review)
• Last 30 days (monthly trends)
• Year-to-date (annual performance)

Order Fulfillment Metrics

Key Performance Indicators

Using Reports for Performance Improvement

Daily Operations:

1. Review Open Shipping Orders for today’s shipments
2. Print Pick Lists organized by location
3. Generate Packing Slips for completed picks
4. Check Late Shipments for escalation
5. Review Daily Shipping Summary for volume trends

Weekly Analysis:

1. Analyze Backorders for purchasing needs
2. Review Carrier Performance for cost optimization
3. Check Orders on Hold for resolution
4. Evaluate Fast-Moving Items from Shipping by Item
5. Monitor allocation levels for stock planning

Monthly Review:

1. Analyze Shipping by Customer for account trends
2. Review shipping costs and carrier distribution
3. Calculate fulfillment KPIs
4. Identify process improvement opportunities
5. Plan capacity for upcoming periods

Customizing Shipping Reports

All shipping reports support customization through the report designer:

Column Selection:

• Add or remove data columns
• Reorder column sequence
• Rename column headers
• Set column width and formatting

Filters and Criteria:

• Default date ranges
• Preferred warehouse selection
• Standard customer lists
• Common item filters
• Status selections

Sorting and Grouping:

• Primary and secondary sort fields
• Group by customer, item, or location
• Subtotal calculations
• Page breaks between groups

Formatting Options:

• Company logo and branding
• Custom headers and footers
• Font sizes and styles
• Color coding for status
• Conditional highlighting

Export Formats:

• PDF for printing and distribution
• Excel for further analysis
• CSV for data import
• Email delivery scheduling

Best Practices

Pick List Optimization

• Use location-sorted pick lists for zone-based picking
• Generate multi-pick lists for batch operations during high-volume periods
• Print pick lists in batches aligned with warehouse shifts
• Include serial number requirements on pick documents
• Mark urgent orders with special indicators

Packing Workflow

• Verify packing slip quantities match picked items
• Use image-based packing slips for visual confirmation
• Generate shipping labels immediately after packing
• Document any discrepancies for inventory adjustment
• Retain packing documentation for audit trails

Allocation Management

• Review Available to Promise before confirming large orders
• Monitor allocated inventory age to identify stalled orders
• Release aged allocations to free inventory
• Prioritize allocations by customer type or order value
• Communicate backorders proactively using backorder reports

Performance Monitoring

• Track daily shipping volume trends
• Monitor backorder rates as inventory health indicator
• Review late shipment reports for root cause patterns
• Analyze carrier performance quarterly
• Benchmark pick and pack productivity weekly

Report Scheduling

• Schedule daily open order reports for morning planning
• Auto-generate pick lists for standard shipping schedules
• Email late shipment reports to management daily
• Distribute weekly shipping summaries to stakeholders
• Archive monthly performance reports for trend analysis

Common Workflows

Daily Fulfillment Process

1. Morning Planning: Run Open Shipping Orders filtered for today’s required dates
2. Batch Picking: Generate Multi Pick List for all orders to be picked
3. Individual Packing: Print individual Packing Slips as picks complete
4. Label Generation: Generate Shipping Labels and apply to packages
5. End of Day: Review Daily Shipping Summary and address any late items

Backorder Management

1. Identify Shortages: Run Backorders report filtered by item or customer
2. Check Availability: Review Available to Promise for expected receipt dates
3. Customer Communication: Export backorder list and contact affected customers
4. Prioritization: Reallocate incoming stock based on order dates and priorities
5. Resolution Tracking: Monitor backorders until fulfilled or cancelled

Customer Inquiry Response

1. Order Lookup: Search Shipping History by customer or order number
2. Status Check: Review Open Shipping Orders for current order status
3. Allocation Verification: Check Allocated Inventory for customer’s pending orders
4. Historical Context: Review Shipping by Customer for account activity
5. Promise Date: Use Available to Promise for new order commitments

Monthly Performance Review

1. Volume Analysis: Review Daily Shipping Summary for 30-day trends
2. Customer Metrics: Analyze Shipping by Customer for top accounts
3. Product Performance: Review Shipping by Item for fast movers
4. Carrier Analysis: Compare Shipping by Carrier for cost and service
5. Quality Metrics: Calculate accuracy, on-time, and fill rate from history

Integration with Other Modules

Inventory Module

• Pick lists reflect current inventory locations
• Allocation reports consider stock on hand and in transit
• Shipping transactions update inventory in real-time
• Backorder reports trigger purchasing actions

Orders Module

• Reports pull from shipping order headers and line details
• Order status updates reflected immediately in reports
• Multi-order operations supported through consolidated reports
• Order holds and approvals filter report visibility

Customer Module

• Customer names and addresses populate shipping documents
• Customer groupings available for report filtering
• Customer-specific report customizations saved per account
• Contact information included for communication workflows

Warehouse Module

• Location-based pick list sorting uses warehouse bin sequences
• Multi-warehouse operations filter by facility
• Zone-based picking routes leverage warehouse structure
• Location availability affects allocation recommendations

Related Topics

• Shipping Orders - Create and manage shipping orders
• Inventory Overview - Understanding inventory tracking and availability
• Report Search - Finding and customizing reports
• Quick Orders - Rapid order entry workflow
• Multi Pick Lists - Batch picking operations
• Mobile Shipping - Mobile order fulfillment with barcode scanning