Shipping Invoice Report

The Shipping Invoice report shows information about a single sales order or credit return purchase order pertaining to its shipment to a customer or vendor. It includes the order’s payment terms, descriptions of items in the shipment, dates, and prices.

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In the Reports module, you will need to select a Ship Number and click the GENERATE REPORT button the first time you open this report to see anything. In addition to the Reports module, you can access this report in the Shipping module. Click on a shipment, and then click the More button in the action bar. Click Reports and to bring up two options. Select Shipping Invoice to bring up a Shipping Invoice report for the shipment you clicked on.

Unlike the Packing List report, the Shipping Invoice report has its title automatically on the top-right of the page. And it can’t be changed or removed. The Shipping Invoice report initially displays the following sections and columns by default:

• Order # - The order number this shipment is associated with. By default, this is the sales order number or purchase order number generated by Fishbowl Drive. But there is a feature in the Optional section that lets you use the customer PO/SO number or ship number instead.
• Date - The month, day, and year (MM/DD/YYYY) the order was shipped. If the shipment hasn’t yet been made, this section will be blank.
• Bill to - The customer’s address to send bills to for the order.
• Ship to - The final destination of the item(s) in the order.
• Sales Person - The name of the individual responsible for the sale. It will be someone listed in the Representatives module.
• Payment Terms - The terms on which the order is to be paid, as denoted in the Payment Terms module.
• FOB Point - The Free On Board Point that was selected for the order.
• Shipping Terms - The timeframe in which the carrier is to be paid.
• Carrier - The party responsible for shipping the item(s) in the order.
• Date Scheduled - The month, day, and year (MM/DD/YYYY) the order is scheduled to be shipped by.
• Item # - The number of each item in the shipment. This shows not only the relative position of each item in the shipment, but the total number of items contained in it. However, there may be more units than the number of items.
• Type - The type of transaction the shipment is for, such as Sale or Return.
• Item - The name of each item in the shipment, as it is recorded in the General tab of the Items module.
• Description - Information about the item from the Edit Sales Order Item wizard in the Sales Orders module or the Edit Purchase Order Item wizard in the Purchase Orders module.
• Unit Price - The amount of money charged to the customer for each unit.
• Qty Shipped - The number of units in the order that have been shipped.
• Extended Price - The total price for all units on a line item. It is calculated using the following equation: Unit Price x Quantity Shipped.

If you’ve set a logo and main contact phone number in the Company section of the Settings module, they will appear on the top-left of the report. The month, day, and year (MM/DD/YYYY) on which the report was generated are on the bottom-left. The page number appears on the bottom-right.

To the right of the report, you will find a number of options to customize the information contained in the report.

Required and optional

The Required section has a single dropdown menu: Ship Number. This allows you to generate a Shipping Invoice for any shipment you have created, even if it’s different than the one you’re currently looking at in the Shipping module. As mentioned above, this will have to be filled out first in the Reports module to generate a report.

The Optional section is below the Required section. It includes the following fields to modify the report:

• Order Number - A dropdown menu that lets you change the Order # section above to contain one of three options:
  • Customer PO Number - The customer PO/SO number associated with the order. This will most likely be different than the order number in Fishbowl Drive.
  • SO Number - The sales order number or purchase order number generated by Fishbowl Drive for this order. This option is the default if nothing is selected.
  • Ship Number - The number assigned to the shipment, which is usually identical to the sales order number or purchase order number.
• Show Barcode - A checkbox that places a barcode near the top of the report, which can be scanned to pull up the Shipping Invoice report on a mobile device.
• Show Shipping Service - A checkbox that adds a Ship Service column header in between the Carrier and Date Scheduled columns in the report. This identifies the delivery service provided by the carrier.
• Show Package Info - A checkbox that adds a variety of information to the report about the packages:
  • Carton # - The identifying number of each package in the shipment.
  • Weight - The total mass of each package, along with its unit of measure.
  • Tracking # - The tracking number provided by the carrier for each package being shipped.
  • Total Weight - The total mass of all packages in the shipment, along with its unit of measure.
  • Carton Count - The total number of packages in the shipment.
• Show Company Name - A checkbox that places your company name on the top-left of the report.
• Show Totals - A checkbox that adds the following fields to the bottom-right of the report underneath all items:
  • Subtotal - The total amount due before taxes are added.
  • Sales Tax - The total amount of taxes due for all items in the order.
  • Total - A combination of the Subtotal and Sales Tax.
• Show Notes - A checkbox that adds a Notes line under the Carton Info section containing any notes written in the Details tab of the order’s entry in the Sales Orders or Purchase Orders module.
• Show Tracking - A checkbox that adds a Tracking column to the right of the Extended Price column showing what tracking criteria have been assigned to each item. It can be the lot number, expiration date, and/or serial number.

You can click the Select All Optional checkbox to check all of the checkboxes in the Optional section. That will do everything listed above in the Optional section except for selecting the Order Number. That dropdown menu can only be modified manually.

To apply your changes and see what they look like in the report, click the GENERATE REPORT button on the bottom-right. And follow the directions at the top of this article to save your changes to a Preset.