Your Ideas on improving CartonCloud

Add packer assigned to Sales Order Report

It would be great for KPI management if I could see the packer assigned to each sales order upon completion when running that particular report. Currently to manage KPIs I have to run date packed filter and manually count no. units shipped for each user as I cannot export more then 30 sales orders at a time doing that method.

  • Guest
  • Apr 22 2024
  • Future consideration
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  • Guest commented
    14 Jan 23:12

    Hi Vincent,

    Adding this function to the Sales Order Report will allow us to create templates for specific KPI reports like cartons picked per hour per picker. As we pick wine, we us a base UOM of 'Bottle' with a conversion to 'Carton'. This conversion isn't caught by the bulk export feature as it is a custom field which makes it extremely time consuming to manually work out the amount of cartons given there are 6 packs and 12 packs.

    The Sales Order Report has this functionality but is just missing the packer assigned to allow us to track who has packed what on any given day.

  • Admin
    Vincent Fletcher commented
    April 23, 2024 22:23

    Hi Phillip.
    You can use the "Bulk Export Sale Orders" report for this, as it includes the Packer field. Is there a reason you need to run the "Sale Order Report" specifically?