Delivery Note Trends

Delivery Note Trends summarises what left the warehouse by period: delivered quantity and net value per month, quarter or year, grouped by item, item group, customer, customer group, territory or project, from submitted Delivery Notes. It reads the delivered documents, not invoices, so it tracks physical dispatch even where billing lags. Each period column sums the base net amount or quantity of Delivery Note items whose posting date falls in that period. The Top Customers dashboard chart on the Stock workspace is a view of this report. It is useful for seasonal planning, such as seeing dispatch peak before Dashain, and for spotting a customer whose volume is falling.

Period value = sum of Delivery Note item base net amount with posting date in that period, per group

1. 01Go to Stock > Delivery Note Trends.
2. 02Set Fiscal Year, Period (Monthly, Quarterly, Yearly) and Based On, such as Customer.
3. 03Pick Group By Item if you want product detail under each customer.
4. 04Read quantity or value across the period columns and the total at the right.
5. 05Compare against Sales Invoice Trends to catch deliveries that were never billed.

Open to see delivery volumes month by month.

Monthly columns from Shrawan 2083 showing delivered value per customer.