Generate Report
This guide will cover how to generate a report. There are multiple report types on this page:
All Orders: See orders in the same format as the Classic Portal.
Inventory Receipts: View inventory receipts for PO's/TO's. Even, Over, or Under visibility.
Inventory Transactions: View every type of transaction for a specific item or all items. Does not contain month beginning or end quantities.
Inventory Transactions with Balances: View every type of transaction for a specific item or all items.
Item Dimensions: Visibility on the item dimensions created in D365. Assists in understanding containerizations.
Orders on Hold: Break down orders that are on hold in D365 (Wineshipping Warehouse Management System)
Inventory hold, CSR hold, Winery hold, Credit hold, and License hold
Package Item Details: View basic details of an order in a line item based report.
Returns: See returned packages that have been systematically returned to the warehouse.
Storage: See inventory quantity on the 1st or the 14th of the month for comparison on inventory movement.
Select the type of report you would like to generate and click Next.