Analysis & Pending Orders
Three screens in the Sales menu answer the question “where has each order actually got to?” — one from the order’s point of view, one from the item’s, and one from the supply side.
Sales Order Analysis
Go to: Sales → Sales Order Analysis
Every approved order, broken down line by line, showing what was ordered, what has shipped, and what has been billed.
| Column | What it shows |
|---|---|
| Date | Order date |
| Order Number | The sales order |
| Status | Current order status |
| Customer Name | Who it is for |
| Item Name | The ordered item (expand the order row) |
| Quantity | Ordered quantity |
| Delivered Quantity | Shipped so far |
| Quantity To Deliver | Still to ship |
| Billed Quantity | Invoiced so far |
| Quantity To Bill | Still to invoice |
| Amount | Line value |
| Billed Amount | Value invoiced |
| Remaining Amount | Value still to invoice |
| Delivery Date | Promised delivery date |
Filters: Start Date, End Date, Orders, Status, and Projects. Amounts can be shown in the company currency or a currency you pick.
Export: Export to PDF.
This is the screen to open when a customer asks “where is my order?”. The Quantity To Deliver and Quantity To Bill columns give the answer without opening the order itself.
Item Wise History
Go to: Sales → Item Wise History
The same delivered-and-billed picture, but grouped by item instead of by order — so you can see how a single product is moving across every customer.
| Column | What it shows |
|---|---|
| Item | The item |
| Quantity | Ordered quantity |
| UOM | Unit of measurement |
| Base Rate | Rate on the order line |
| Order Number | The order the line belongs to |
| Customer Name | Who ordered it |
| Delivered Quantity | Shipped so far |
| Quantity To Deliver | Still to ship |
| Billed Quantity | Invoiced so far |
| Quantity To Bill | Still to invoice |
| Amount | Line value |
| Billed Amount | Value invoiced |
| Remaining Amount | Value still to invoice |
| Delivery Date | Promised delivery date |
Filters: Start Date, End Date, and Items. A toggle controls whether item detail rows are expanded.
Export: Export to PDF.
Pending SO Items For Purchase
Go to: Sales → Pending SO Items For Purchase
This is the supply-side view. It takes everything still owed on open sales orders, sets it against what you hold and what is already on order, and tells you the gap to cover by purchasing or manufacturing.
| Column | What it shows |
|---|---|
| Sr No. | Row number |
| Item Name | The item |
| Item Code | The item code |
| UOM | Unit of measurement |
| Pending SO Qty | Quantity still owed to customers |
| Stock Qty | Quantity on hand |
| Reserved Qty | Quantity already reserved against orders |
| Requisition Qty | Quantity already requested through purchase requests |
| Pending Qty | The remaining gap you still need to cover |
Filters: Items.
Actions: Generate Report builds the figures; Export to PDF saves them.
The report is not live — click Generate Report to calculate it. Export stays disabled until you have generated it and there is something to export.
To act on a shortfall for one specific order, use Create → Purchase Request on the sales order — it works out the deficit for that order alone.
Troubleshooting
| Symptom | Likely cause |
|---|---|
| An order is missing from the analysis | It is still in Draft. Only approved orders appear |
| Delivered quantity looks stale | The delivery note is still Draft or Pending — quantities update on approval |
| Billed quantity does not match the invoice | The invoice is still Draft, or was unapproved |
| Pending SO screen is empty | You have not clicked Generate Report yet |
| Pending Qty is zero everywhere | Stock and existing requisitions already cover every open order |
| Amounts look wrong | Check the currency selector — the screen can show either the company currency or a chosen one |
Related pages
- Sales Order — the source of every figure here
- Sales Reports — the wider report hub
- Purchase Request — where a shortfall goes next