What this screen is for
A period's deliveries totalled two ways: by customer, showing days served, quantity, value and how much of it is still unbilled; and by product. It can be narrowed to a single round.
When to use it
Use it as the check either side of billing. The unbilled column is the one that matters: it says what has gone out of the door and not yet been charged for, which is the gap that quietly costs a delivery business money, and it should be near enough empty once a period has been billed.
What you see on this screen
Three totals open the screen: Delivered (the quantity that went out), Value (what it was worth) and Not yet billed, which turns amber while anything remains and green once the period is clear.
By customer is the main table:
- Customer — the name, with their area beneath.
- Days — how many days of the period they were served on. A count well below the days in the period usually means holds, or a day nobody logged.
- Qty — total quantity delivered to them.
- Value — what that came to.
- Unbilled — how much of it has not yet been invoiced, highlighted while anything remains and shown as a dash once clear.
By product sits alongside it and totals the same period by item, with Product, Qty and Value. It is the shorter of the two and answers what went out rather than who got it.
Filters and actions
Four controls run across the top: From and To dates, a Round picker defaulting to All rounds, and Apply. Nothing changes until Apply is pressed.
Run it before billing to confirm the logs are complete, and again after to confirm the unbilled column has emptied. Anything left there after a billing run is a delivery that has fallen outside the range you billed.
Related
- Daily Delivery Log
- Period Billing
- Rounds