UK Reports (based on StroudCo)

Tags: #<Tag:0x00007f0fcf0eb088>

@lin_d_hop - I’ve copied this across from the other site and linked it to some other useful pages

UK Reports are found under Order Cycle Management Reports

Outstanding Payment Report for Order Cycle: Ability to sort by delivery type

Find this report under Order Cycle Management Reports -> Payment methods report

The intention of this report is to make it easy to find outstanding payments.

Report allows the user to search by OrderCycle, Payment Method and Shipping Method. Can be downloaded as a CSV.

Report is displayed with the following headings:
FirstName, LastName, Email, Phone, Hub, ShippingMethod, PaymentMethod, Amount, Balance

Where:
Amount is the total of the order
Balance is the customer’s balance on this Hub.

Delivery Report for Order Cycle: Include outstanding balance & chilledItems

Find this report under Order Cycle Management Reports -> Delivery Report.

The intention of this report is to make it easy to search and print delivery reports for drivers, pick up points etc with all information for easy delivery.

Report allows the user to search by OrderCycle, Payment Method and Shipping Method. Can be downloaded as a CSV.

Report displays the following headings:
FirstName, LastName, DeliveryAddress, DeliveryPostcode, Phone, Hub, ShippingMethod, PaymentMethod, Amount, Balance, TempControlledItems?, Special Instructions.

Where:
Amount is the total of the order
Balance is the customer’s balance on this Hub.
TempControlledItems? states whether the order has any chilled or frozen items.
SpecialInstructions are the instructions given by the customer on checkout.