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Generate Report

WS Knowledge BaseReports

Generate Report

This guide will cover how to generate a report. There are multiple report types on this page:

Inventory & Items

  • Inventory Receipts: View inventory receipts for PO's/TO's. Even, Over, or Under visibility.

  • Item Dimensions: Visibility on the item dimensions created in D365. Assists in understanding containerizations.

  • Storage: See inventory quantity on the 1st or the 14th of the month for comparison on inventory movement.

  • 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.

  • Inventory Reconciliation (Monthly-Bottles): View a summary of transaction types for an entire month to view the beginning and month end inventory. Any quantity variances should be brought to Wineshipping's attention.

Order

  • 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

  • Returns: See returned packages that have been systematically returned to the warehouse.

  • All Orders: See orders in the same format as the Classic Portal.

  • Unshipped Order: View orders that have not shipped in an easy to use format for customer contact.

Shipment

  • Package Item Details: View basic details of an order in a line item based report.

Select the type of report you would like to generate and click Next.

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