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Dispatch Report

Lists every movement of stock going out over a period, one row per item line, with the document it left on, the quantity, the cost and the value. Use it to see what you sent out, on which document, and what it cost you.

3 min readYou need: View access to Inventory ReportsBefore you start: at least one stock dispatch

Quick look​

About 20 seconds
  1. Go to Reports › Inventory Reports and click the Dispatch Report card.
  2. Pick a Time Period. It starts on Last 30 Days.
  3. Narrow it with Document Type, Location or Condition if you need to.
  4. Click Run Report.

Done. You see every dispatch line of the period, newest first, with the totals under the table.

Video coming soon: Run the Dispatch Report for a month in 30 seconds

Full guide​

What it shows, and when to use it​

Each row is one item line of one document that moved stock out. That covers invoices, delivery challans, sales returns, stock conversions, stock adjustments and stock transfers, and stock issued to production. Only the latest saved version of each document counts, and deleted documents are left out. Use it to reconcile stock with your documents, or to see what went out in a period.

Filters and period​

Click the filter button beside Run Report to show or hide the filters.

Fields in this section
FieldRequiredWhat to enter
ReportsNoSwitch to another Inventory report.
LocationNoAll locations or one location.
StoreNoAll stores, Unassigned, or one store of the chosen location. It stays greyed out until you pick a location.
ConditionNoAll, Good, Damaged, Expired or Defective.
Time PeriodNoLast 7 Days, Last 30 Days, This Month, Last Month or Custom.
Custom RangeIf CustomA start and an end day. Future days cannot be picked.
Document TypeNoAll, or one of: Invoice, Delivery Challan, Sales Return, Stock Conversion, Stock Adjustment or Stock Transfer.

There is no As of day on this report: it lists movements in a period. Use the Stock Ledger for opening and closing stock.

Columns​

Fields in this section
ColumnWhat it shows
Item NameThe item.
Document TypeThe kind of document.
Document No.The number of that document.
DateThe date of the movement.
QtyThe quantity moved.
Unit CostThe cost of one unit, to two decimals.
ValueQty times Unit Cost.
LocationThe location of the movement. It shows a dash for now.
ConditionThe condition of the stock moved.

Under the table a bar shows Total Qty and Total Value for the whole result, not only the page.

The report opens sorted by Date, newest first. You can sort on Item Name, Date, Qty, Unit Cost, Value and Condition; the arrow shows the direction. The sort is done on the whole report and is remembered. Use the column chooser in the table header to hide, show, drag into a new order or reset the columns. The pager at the bottom has Go to page and Items per page.

Drill-down​

None. Rows do not open the document. Search for the Document No. on the document's own list.

Export, print, PDF and email​

Not available on the web. The mobile app can share the rows it shows as a CSV file.

Who can see it​

Open the report with View on Inventory Reports. Without it the report list shows a No Access page. Inventory Reports has only View and Add/Edit, and Delete comes with Add/Edit. A report changes no record, so Add/Edit and Delete make no difference here. The report shows all stock movements of the business units you can open, not only records you created.

On mobile​

In the mobile app open Reports, choose Inventory Reports, then the Dispatch Report. The filters are Location, Time Period and Document Type. There is no Store or Condition on the phone. Tap a heading to sort. The report opens sorted by Date, newest first. Rows come 10, 25 or 50 at a time.

Custom is in the Time Period list, but the phone shows no dates to pick and the list is not limited to any period. Use a fixed period, or the web for a custom range. Same on iPhone and Android.

The download icon shares a CSV file of the rows on the current page through your phone's share sheet. What you can do with it depends on the phone. The app asks for no storage permission on either.

The Android app is on Google Play. The iPhone app is coming soon to the App Store.

Problems and fixes​

Choosing a Document Type shows nothing

The Document Type list does not narrow the report correctly yet. Set it to All and use the Date and Document No. columns to find the document.

A row shows a code like PURCHASE_RETURN and a dash for Document No.

Some document kinds (purchase returns and stock conversions) do not get their name and number filled in on this report yet. Find the document by Date and Item Name on its own list.

Location shows a dash

The report does not fill the Location column yet. Use the Location filter to see one location at a time.

A document I saved is missing

The period matches the date of the movement. Widen Time Period, and check Condition, Location and Store. Deleted documents are not listed.

The report page says No Access

Your role does not have View on Inventory Reports. Ask an administrator to turn it on.