Packing Report Per Producer: Products listed for each customer
List all items sorted by producer. Existing report ‘Order Cycle Supplier Total’ is a good place to start.
Packing Report Per Consumer: Include chilled/frozen items & balance
List all items sorted by consumer. Separate chilled/frozen items (recorded in Shipping Categories?) and display customer balance. Existing report ‘Order Cycle Customer Total’ a good place to start
Report to needs to sort by hub then by customer, then alphabetically by product.
Report will be similar to OrderCycleBy Customer Report only requiring a subset of these fields:
Hub, Customer Names, PredecessorReferenceID, Product, Varient, Qty, Chilled/Frozen
@lisahill - does this report sound like it could match pretty closely what you need? would want to add shipping method and/or delivery run field once we have that, possibly customer code?
RE: Per Producer - this report is definitely useful to us, although would be great to have an ‘order cycle’ field, so that we can pull a report based on multiple order cycles at once and sort by that, rather than pulling three different reports (one for each cycle) - although totally understand that we may be the only people running multiple order cycles at one time, so we can handle pulling multiple reports and joining them all together at our end
RE: Per Consumer - It could maybe work as a starting place for our packing slip, but would need a number of additional fields in order to work as a delivery slip (ideally both picking & delivery will be the same thing if we get a report that encompasses it all). The way the report is sorted really doesn’t matter to us, as we will need to put all that info into a pivot table anyway.
These are additional fields above and beyond what is already in ‘Order Cycle Customer Total’ that we would need to make it work:
@openfoodnetwork Thanks! The Customer Totals report is now making beautiful pivot tables. @lin_d_hop The Delivery Report just didn’t quite have the detail we required, but a couple of new fields in the Customer Totals and hey presto we’re in business!
