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Dear Neartail Support Team, I would like to ask whether it is possible to create a report similar to a delivery note in Neartail. Specifically, I would like the report to show each customer’s order details, including: Ordered items Quantity Price Customer phone number Customer notes or memo Any other relevant delivery/order information Ideally, I would like to generate this report customer by customer, so that it can be used as a delivery note or packing reference. Could you please let me know whether this is possible in Neartail, and if so, how I can set it up? Thank you very much. Best regards, Sooyoung Choi

gangBiz Rhein

20 hours ago

Comments (1)

Vipin

19 hours ago

Hi Sooyoung, If you would like to create a report with only the specific details you need, login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click +New > enter the report title, select the reporting period, click Next > customize the columns for the report, click Next> select Table view and click Finish to setup the custom report. Print individual orders If you would like to print the individual orders, login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on an order to view the details > click on the three dots more icon and click Print. By default, it will show the first 10 orders in any status. You can click on the More option at the bottom of the last order to load more orders. Print consolidated orders list for delivery Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots more icon next to the Submitted status > click Print > select the number of orders by sliding the scale and click Print.

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