Run Reports

The Run Reports option of the Reports menu allows you to preview and print daily load summaries, run sheets and customer order pads:

• Select Run Reports from the Reports menu
• Open the options for a report by clicking the report name
• Enter the options you require
  
  
• Preview: Click to open the report in the Print Preview window
• Export CSV: Click to download the report as an unformatted CSV file that can be manipulated in your spreadsheet software.

From the Print Preview window, you can print the report, send an email with the report automatically attached, or download the report as a DOC, XLS or PDF file. See Printing in EasyVend for more details on using the Print Preview window.

Customer Order Pad Daily Load Summary Delivery Docket Report Run Sheet for Deliveries Run Sheet for Picking Customer Run Sheet Weekly Run Sheet Average Load Summary Top

Customer Order Pad

The Customer Order Pad enables you to print sheets listing the Standard Orders for each of the selected customers. The report has a column for each day of the week so the customer to fill in their order quantities.

If you have uploaded a company logo in General Settings ... Report Settings, the logo will be printed on the top right corner of the order pad.

• Rounds: Select one or more Rounds to be included when printing the order pad; leave blank for all
  • Note: This report filters based on the customer's default Round
• Customer Group: Select one or more Groups to include in the report; leave blank to include all groups
• Billing Type: Select a billing type to include only customers with that billing type, or leave blank for all billing types
• Display Product Code: Select the product code to be displayed for each product: your vendor product code, the supplier's product code, or no product code
• Customer From and Customer To: Select a range of customers to be included in the report; leave empty to include all customers

Daily Load Summary Report

The Daily Load Summary Report is based on the customer orders for the selected day. It lists the products that need to be loaded onto a truck to complete the day's deliveries for one or more selected rounds. For each product, the report shows the total quantity needed, the number of crates/loose, and the weight.

• Delivery Date: Customer orders for the date you enter here will be used to calculate the quantities required for delivery 
• Rounds: Select one or more Rounds to be included when calculating the load; leave blank for all
  • Exclude: When ticked, all rounds will be included in the report except for those selected in Rounds filter 
  • Note: This report filters on the Round assigned to each order; this may be different from the customer's default round
• Supplier: Select one or more Suppliers to include only products from the selected supplier(s); leave blank to include products from all suppliers
• Customer Group: Select one or more Customer Groups to be included in the report; leave blank to include all groups
  • Exclude: When ticked, all customer groups will be included in the report except for those selected in Customer Group filter
• Customer From and Customer To: Select a range of customers to be included in the report; leave empty to include all customers
• Product Code From and Product Code To: Select a range of products to be included in the report; leave empty to include all products
  
• Display Product Code: Select whether the report should show the Vendor Product Code or the Supplier Product Code
• Group By Suppliers: Tick this option to group the products by supplier and print a subtotal for each supplier
  • If left unticked, products are listed by vendor product code
• Picking Location: Select one or more Picking Locations to be included in the report; leave empty to include all locations

Delivery Docket Report

The Delivery Docket Report lists Delivery Dockets printed for deliveries in the selected date range and for the selected customers.

• The report groups the delivery dockets by customer
  
  
• Docket Date From and Docket Date To: Enter the range of delivery dates for which you want to print the report
• Customer Group: Select one or more Groups to include in the report; leave blank to include all groups
  • Exclude: When ticked, all customer groups will be included in the report except for those selected in Customer Group filter
• Rounds: Select one or more Rounds to be included; leave blank for all
  • Exclude: When ticked, all rounds will be included in the report except for those selected in Rounds filter 
  • Note: This report filters based on the customer's default Round
• Billing Type: Select one or more billing types to include only customers with those billing types, or leave blank for all billing types
• Docket Status: Select whether to include only active (printed) dockets, only cancelled dockets, or both
• Customer From and Customer To: Select a range of customers to be included in the report; leave empty to include all customers

Run Sheet For Deliveries Report

The Run Sheet For Deliveries Report is used by drivers to determine the sequence in which customer orders are delivered, and the products to be delivered to each customer.

• The report lists the customers with deliveries on the selected date. For each customer, the report displays:
  • The customer's delivery sequence and their Phone Number field from customer details
  • A list of the products ordered, showing the quantity and optionally the number of crates/loose
  • If Show Build to Quantity is ticked, the Build To quantity in the customer's Standard Orders screen (if any) is also shown for each product 
  • In the Notes section of each customer's Options tab, you can enter a Run Sheet Note. Any Run Sheet Note entered for a customer will be printed below that customer's deliveries.

• Delivery Date: Customer orders for the date you enter here will be used to compile the report
• Rounds: Select one or more rounds to be included in the report; leave blank for all
  • Exclude: When ticked, all rounds will be included in the report except for those selected in Rounds filter 
  • Note: This report filters on the Round assigned to each order; this may be different from the customer's default round
• Product Categories: Select one or more product categories to be included in the report; leave blank for all
  • This option allows you to print a report for picking specific goods by customer if required (eg fruit and vegetables)
• Customer Group: Select one or more Groups to include in the report; leave blank to include all groups
  • Exclude: When ticked, all customer groups will be included in the report except for those selected in Customer Group filter
• Supplier: Select one or more Suppliers to include in the report; leave blank to include all suppliers
• Hide Crates and Loose: Tick this option to hide the Crates and Loose columns in the report
• Display Product Code: Select whether the report should show the Vendor Product Code or the Supplier Product Code
• Show build to quantity: Tick this option if you wish the report to include Build to quantities
  • Notes:
    • In Standard Orders, products can have an Order Type of 'B' for 'Build To'. These products have a quantity in each day indicating what you should stock the fridge to. For example, if you have a Build To of 10 for 2L White Milk, and there are 4 left in the customer's fridge, then you need to deliver a quantity of 6 to "build to" 10.
    • If this option is NOT ticked, the report will include ordered items (both Standard and Build To) with a non-zero delivery quantity
    • If this option IS ticked, the report will include ordered items with a non-zero quantity AND all products with an Order Type of 'Build To'
• Product Code From and Product Code To: Select a range of products to be included in the report; leave empty to include all products
• Customer Code From and Customer Code To: Select a range of customers to be included in the report; leave empty to include all customers
• Order By: Select whether the report should list the customers in order by:
  • Round Code + Delivery Sequence
    • Customers are listed in order by Round Code (keeping customers in the same round together), and then by Delivery Sequence; customers with the same Delivery Sequence number are ordered by Customer Code
  • Customer Code
    • Customers are listed in order by the Customer Code you assigned to them
  • Delivery Sequence
    
    • Customers are listed in the delivery sequence assigned to them
  • Note: Products for each customer are listed in order by your Vendor Product Code

Run Sheet for Picking Report

The Run Sheet For Picking Report is similar to the Run Sheet for Deliveries but can be used by drivers to find the picking location for each product. As with the Run Sheet for Deliveries, this report also shows the sequence in which customer orders are delivered, and the products to be delivered to each customer.

• The report lists the customers with deliveries on the selected date. For each customer, the report displays:
  • The customer's delivery sequence and their Phone Number field from customer details
  • A list of the products ordered, showing the picking location, the quantity, weight, and optionally, the number of crates/loose

• Delivery Date: Customer orders for the date you enter here will be used to compile the report
• Rounds: Select one or more rounds to be included in the report; leave blank for all
  • Note: This report filters on the Round assigned to each order; this may be different from the customer's default round
• Product Categories: Select one or more product categories to be included in the report; leave blank for all
  • This option allows you to print a report for picking specific goods by customer if required (eg fruit and vegetables)
• Customer Group: Select one or more Groups to include in the report; leave blank to include all groups
• Supplier: Select one or more Suppliers to include in the report; leave blank to include all suppliers
• Hide Crates and Loose: Tick this option to hide the Crates and Loose columns in the report
• Display Product Code: Select whether the report should show the Vendor Product Code or the Supplier Product Code
• Picking Location: Select one or more picking location to include in the report; leave blank to include all picking locations
  • Note: Only picking locations added to Picking Location in General Settings are included in the drop-down list. If a product has a picking location that is not in the list, that location is printed in the report but you cannot filter for it.
• Product Code From and Product Code To: Select a range of products to be included in the report; leave empty to include all products
• Customer Code From and Customer Code To: Select a range of customers to be included in the report; leave empty to include all customers
• Order By: Select whether the report should list the customers in order by:
  • Round Code + Delivery Sequence
    • Customers are listed in order by Round Code (keeping customers in the same round together), and then by Delivery Sequence; customers with the same Delivery Sequence number are ordered by Customer Code
  • Customer Code
    • Customers are listed in order by the Customer Code you assigned to them
  • Delivery Sequence
    
    • Customers are listed in the delivery sequence assigned to them
  • Note: Products for each customer are listed in order by your Vendor Product Code

Customer Run Sheet Report

The Customer Run Sheet Report can be used if you only want a list of customers who have deliveries that day, without details of the products being delivered.

• The report lists the customers with deliveries on the selected date, without detailing the products they will receive
  • The report includes the customer Order, Docket, and Reference numbers, along with their Name, Round, Delivery Sequence, Delivery Address, and Phone Number field from customer details
• Delivery Date: Customer orders for the date you enter here will be used to compile the report
• Rounds: Select one or more rounds to be included in the report; leave blank for all
  • Note: This report filters on the Round assigned to each order; this may be different from the customer's default round
• Customer Group: Select one or more Groups to include in the report; leave blank to include all groups
• Order By: Select whether the report should list the customers in order by:
  • Round Code + Delivery Sequence
    • Customers are listed in order by Round Code (keeping customers in the same round together), and then by Delivery Sequence; customers with the same Delivery Sequence number are ordered by Customer Code
  • Customer Code
    • Customers are listed in order by the Customer Code you assigned to them
• Include Run Sheet Note: Select whether Run Sheet Notes will be included in the report for each Customer

Drivers Manifest Report

The Drivers Manifest Report is based on delivery records in My Orders. It is designed as a quick list of customers for the delivery driver, including whether they are Cash On Delivery (based on a Payment Method of Cash or Cheque), and their run sheet notes.

The report includes additional areas for the driver to fill out their name, what vehicle they are driving, how much they have taken in cash and cheques, as well as vehicle checks for the start and the end of the run.

• Delivery Date: Customer orders for the date you enter here will be used to compile the report
• Rounds: Select one or more Rounds to be included when generating the report; leave blank for all

Weekly Run Sheet Report

The Weekly Run Sheet Report is based on delivery records in My Orders. Ways you can use this report include:

• Print a run sheet for this week based on last week's deliveries.
• Import Standard Orders for a week in advance. This creates deliveries for the upcoming week in My Orders, enabling you to print a weekly run sheet based on Standard Orders.

The report lists the customers who have deliveries in the week commencing on the selected date. It includes all products in My Orders, even if the product has no quantities.

In the Notes section of each customer's Options tab, you can enter a Run Sheet Note. Any Run Sheet Note entered for a customer will be printed below that customer's deliveries.

• Week Commencing: Select the starting delivery date for the week on which you wish to base the report
• Rounds: Select one or more rounds to be included in the report; leave blank for all
  • Note: This report filters on the customer's default round
• Customer From and Customer To: Select a range of customers to be included in the report; leave empty to include all customers
• Customer Group: Select one or more Groups to include in the report; leave blank to include all groups
• Order By: Select whether the report should list the customers in order by:
  • Round Code + Delivery Sequence
    • Customers are listed in order by Round Code (keeping customers in the same round together), and then by Delivery Sequence; customers with the same Delivery Sequence number are ordered by Customer Code
  • Customer Code
    • Customers are listed in order by the Customer Code you assigned to them

Average Load Summary Report

The Average Load Summary Report is based on the average orders in past weeks for the corresponding day of the week. It lists the products for one or more selected rounds, based on the average for past weeks. For each product, the report shows the average total quantity needed and the minimum and maximum quantities in the period. Optionally, the number of crates/loose, and the weight can also be included for each product.

• Prior To: Customer orders on that day of the week in the weeks prior to this date will be used to calculate the average quantities required for delivery 
• Average Past: Select the number of prior weeks over which you wish to calculate average customer orders
  • Example:
    • Enter a Prior To date of Monday, 27 March
      • The day of week selected (Monday) is displayed on screen
    • Select 3 as the Average Past number of Mondays to average
    • The average load will be calculated based on the orders for the 3 Mondays prior to 27 March: 20 March, 13 March and 6 March
• Billing Type: Select one or more customer Billing Types to be included when calculating the load
• Rounds: Select one or more Rounds to be included when calculating the load; leave blank for all
  • Note:
    • This report filters on the customer's round for the selected day of the week, as set in the Options tab of the customer details screen
    • This may be different from the customer's default round
• Product Code From and Product Code To: Select a range of products to be included in the report; leave empty to include all products
• Supplier: Select a Supplier to include only products from that supplier, or select Any Supplier to include products from all suppliers
• Customer Group: Select one or more Customer Groups to be included in the report; leave blank to include all groups
• Hide Crates, Loose and Weight: Tick this option to hide the Crates/Loose and Weight columns in the report