The Customer Orders report within the Vehicle module displays all vehicles that are currently
at customer order status that have not been invoiced. It acts as a useful tool for sales
administration, enabling them to view their workload over a period of time, thus allowing them
to plan for busier sales periods. It also acts as a useful tool at month end, allowing for easy
identification of sold vehicles that have not yet been invoiced. Selecting this option from the left
hand menu displays the following search fields:
The report can be filtered using the options available at the top of the screen as normal. Options
are available for new or used vehicles, along with different levels of the company structure. The Delivery Date From and Delivery Date To fields can be completed to narrow the display. If required, specific customers, order numbers, stock numbers and registration numbers can also be searched on. The Approval filter allows for the report to be filtered based on whether an order is approved or not
(if the Customer Order Approval functionality has been enabled).
Selecting ‘Create Report’ displays the results:
If the Customer Order Approval functionality is enabled and the report is to be utilised to
approve customer orders.
This report also allows for the identification of customer orders that are either not ready for
delivery, or may not be ready for delivery to the customer, based on the customer order
desired delivery date. The logic to identify these vehicles is applied to the following fields on
the report:
• Delivery (Customer Order Desired Delivery Date)
• Due In (Supplier Order Due In Date)
• PDI Status
Each of these fields will be shown in black, amber or red depending on the level of concern –
black being the least and red the greatest. The following rules apply:
Amber Concerns
Supplier Order Due: Vehicle is not in stock and the Supplier. Order Due Date is equal to today.
Customer Order Due: Customer Order Delivery Date is equal to today
PDI Overdue: PDI request status of requested, booked, received or in processing and the Customer Order Desired Delivery Date, less the PDI Lead Time (set in Parameters) is equal to or less than today
Supplier Order Due In During Customer Order Delivery Lead Time: Vehicle is not in Stock and the Supplier Order Due In Date is between the Customer Order Desired Delivery Date and the Customer Order Desired Delivery Date less the Customer Order Lead Time (set in Parameters)
Red Concerns
Supplier Order Late: Vehicle is not in stock and the Supplier Order Due In Date is less than today
Customer Order Delivery Date Late: Vehicle is not invoiced and the Customer Order Desired Delivery Date is less than today
PDI Late: Vehicle is not invoiced, PDI request status is equal to requested, booked, received or in processing and the Customer Order Desired Delivery Date is less than today
Supplier Order Due in on or After Customer Order Delivery Date: Supplier Order Due In Date is equal to or greater than the Customer Order Desired Delivery Date
Please refer to the Parameters the set-up of lead times related to this report.