The Trip Sheet report is a list of the Deliveries, Stock Movements and/or Returned Goods to Supplier records that can be transported to their destinations on a specified date or during a specified period.

The report can list Deliveries, Stock Movements and/or Returned Goods to Supplier records with a particular Route and/or with a particular Freight Company. If you will be using Routes, you should first use the Routes setting to list the fixed routes that your vehicles follow, and then use the Routes/Locations Setting to connect Routes from Locations to Customers, Delivery Addresses and Suppliers. These settings are both in the Stock module and are described in more detail here. The appropriate Routes will then be brought in to Deliveries, Returned Goods to Supplier records and Stock Movements, allowing those records to be listed in the Trip Sheet report.

When printed to screen, the Trip Sheet has the Standard ERP Drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on any Delivery, Returned Goods to Supplier or Stock Movement Number in the report to open the corresponding record. You can also open Item records from the Detailed version of the report.

Period

Paste Special Reporting Periods setting, System module

Enter the start and end dates of the period to be covered by the report. Deliveries and Returned Goods to Supplier records with Dates that fall in the period that you specify here and Stock Movements with Sent Dates and/or Received Dates within the period will be listed in the report.

Route

Paste Special Routes setting, Stock module

If you need the report to list Deliveries, Returned Goods to Supplier records and Stock Movements with a particular Route, specify that Route here.

Freight Company

Paste Special Freight Companies setting, Stock module

If you need the report to list Deliveries, Returned Goods to Supplier records and Stock Movements with a particular Freight Company, specify that Freight Company here.

Include

Select options as required to specify whether you need Deliveries, Returned Goods to Supplier records and/or Stock Movements to be included in the report.

Function

Select one of these options to specify the level of detail that you need to be shown in the report.

Overview: This option produces a report with a single line for each record, showing the record type (i.e. Delivery, Returned Goods to Supplier record or Stock Movement), record number, Route, Destination and Name (i.e. Customer Number and Name in the case of Deliveries, Supplier Number and Name in the case of Returned Goods to Supplier records and To Location in the case of Stock Movements), and the total volume and weight of the Items in the record. There is also space for Signatures to be marked as the Items reach their destinations.
Detailed: As well as the information shown in the Overview, this report lists each Item in each record individually, showing the Item Number and Name, quantity, Unit, Serial Number and volume and weight.

Status

Use these options to specify whether records that have or have not been marked as OK or both are to be included in the report. In the case of Stock Movements, these options will control whether Stock Movements that have or have not been marked as Sent will be included in the report. Stock Movements that have been marked as Received will never be included. You should therefore select the Not OKed option if you need Stock Movements without Via Locations to be listed, because these records will never be marked as Sent.

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Home page for Reports in the Stock module
Home page for Stock module manual
Home page for Standard ERP manual

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