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| This article gives a detailed description of included reports and report filters. The {{Module|Reports}} provides a more compact list of included reports, as well as information for custom reports, module associations, default printers, and more. {{More Reports}}
| | {{subst:Advanced Reports}} |
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| Any report can be customized by clicking the {{Button|Modify Report}}. A user can customize the report filters any way and then save them as the default filters by clicking the '''Save Filters''' button. Below is a description of the buttons found at the bottom of the '''Modify Report''' window.
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| {{Report Buttons}}
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| Select a report from the table of contents below to see a detailed description of the report and each report filter.
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| =ACCOUNTING=
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| ==Adjustment Report==
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| {{Report Name|Adjustment Report}} This report shows a list of inventory adjustments by part number as well as the date the adjustment happened, whether the adjustment has posted to the accounting system, the type of adjustment (add initial inventory, cost change, cycle count, scrap), the quantity adjusted, and the dollar amount.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Part Number}} Choose a specific part number to look up or leave it blank to see all parts.
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| {{P|Date Range}} Select the date range to run the report for. This date looks at the DateCreated for the transaction on the POST table in the database, meaning the date chosen when cycling, scrapping or adding initial even if you backdate a transaction.
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| {{P|Add Initial Inv}} {{Toggle|these types of transactions}}
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| {{P|Cost Change}} {{Toggle|these types of transactions}}
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| {{P|Cycle Count}} {{Toggle|these types of transactions}}
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| {{P|Scrap}} {{Toggle|these types of transactions}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Not Posted}} {{Toggle|adjustments that haven’t posted to the accounting system yet}}
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| {{Report Printer}}
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| ==COGS By Account Summary==
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| {{Report Name|COGS By Account Summary}} This report shows a summary of COGS value, per COGS account, and then is broken down by part and sales order number. It then totals per COGS account and also gives a grand total at the end.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Product Number}} Select a specific product number to run the report for. Leave this field blank to run for all products.
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| {{P|COGS Account}} Enter a specific COGS Account to run the report for. Leave this field blank to run for all products.
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| {{P|Date Range}} Select the date range to run the report for. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped. If you backdate the shipment, it will show up on that date. Partial shipments will show up as separate line items, but all parts on the sales order will use the first date shipped.
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| {{P|Closed Short}} {{Toggle|this type of status}}
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| {{P|Fulfilled}} {{Toggle|this type of status}}
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| {{P|Partial}} {{Toggle|this type of status}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Part Details}} If checked, the COGS Amount is shown for each part, instead of just the total.
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| {{Report Printer}}
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| ==Default Account Mapping==
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| {{Report Name|Default Account Mapping}} This report displays a list of the Fishbowl Accounts and the default account they tie to in the accounting system.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Export Summary==
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| {{Report Name|Export Summary}} This report displays a list of PO, SO, and WO transactions that have been exported (or are pending export) to the accounting system. Work Order amounts reflect the total adjustments made, not the final cost of the work order. It groups by SO, PO, and WO. It will display the Customer, Vendor, total price, and total COGS per order. It will also display the Ref. # if the order has been exported to the accounting system.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Date Range}} Choose the Date Range to run the report for. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped, even if you backdate the shipment. It also looks at the PostDate for the Purchase Order on the POSTPO table in the database, meaning the date the order is received (before being reconciled) or the date reconciled/fulfilled, even if you backdate the receipt/reconcile. And finally, it also looks at the PostDate for the Work Order on the POSTWO table in the database, meaning the date the order is finished/fulfilled, even if you backdate the order. Partial shipments, partial receipts/reconciles, or partial finishes of work orders will show up as separate line items, but all parts on the sales order/purchase order/work order will use the first date fulfilled.
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| {{Tab|OPTIONAL}}
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| {{P|Apply Date Filter To}} In addition to the date posted as detailed above, the report can be run using the item date fulfilled.
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| {{P|BOM Number}} Choose a specific bill of materials number to run the report for. Leave this field blank to run for all BOMs.
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| {{P|SO Product}} Select a specific product number to run the report for. Leave this field blank to run for all products.
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| {{P|PO Number}} Enter a specific purchase order number to run the report for. Leave this field blank to run for all purchase orders.
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| {{P|SO Number}} Enter a specific sales order number to run the report for. Leave this field blank to run for all sales orders.
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| {{P|WO Number}} Enter a specific work order number to run the report for. Leave this field blank to run for all work orders.
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| {{P|PO Part}} Choose a specific part to run the report for. Leave this field blank to run for all parts.
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| {{P|Report Title}} This allows the title of the report to be customized.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Details}} {{Toggle|the order details}}
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| {{P|Show Not Posted}} {{Toggle|orders that have not exported to the accounting system}}
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| {{P|Show Posted}} {{Toggle|orders that have exported to the accounting system}}
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| {{P|Show Purchase Orders}} {{Toggle|purchase orders on the report}}
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| {{P|Show Sales Orders}} {{Toggle|sales orders on the report}}
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| {{P|Show Work Orders}} {{Toggle|work orders on the report}}
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| {{Report Printer}}
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| =BATCH=
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| {{Batch|By Date|Packing List}}
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| {{Batch|By Date|Pick Ticket}}
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| {{Batch|By Date|Sales Order Invoice|Sales Order Report}}
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| {{Batch|By Order|Manufacture Order Traveler}} In the '''Order Numbers''' field, enter multiple order numbers separated by commas and no spaces. 14,15,16
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| {{Batch|By Order|Pick Ticket}} In the '''Pick Numbers''' field, enter multiple order numbers separated by commas and no spaces. S14,S15,S16
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| {{Batch|By Order|Sales Order Invoice|Sales Order Report}} In the '''Order Numbers''' field, enter multiple order numbers separated by commas and no spaces. 14,15,16
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| {{Batch|By Order|Work Order Traveler}} In the '''Order Numbers''' field, enter multiple order numbers separated by commas and no spaces. 14:001,15:001,16:001
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| =BILL OF MATERIALS=
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| ==Bill of Materials==
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| {{Report Name|Bill of Materials}} This report displays a bill of materials with its default options, stages, raw goods, and finished goods. The reports calculates an estimated cost of finished goods based on the average cost of either the lowest level raw material or top level sub-assembly cost. The total rollup cost at the top will equal the sum of all the costs displayed in green below it.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|BOM Number}} Select the bill of materials to display in the report.
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| {{Tab|OPTIONAL}}
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| {{P|Location Group}} Choose a specific location group to use for the available and short quantities. Leave this field blank to include inventory from all location groups.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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| ==BOM Instructions==
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| {{Report Name|BOM Instructions}} This report displays the instructions from the {{ModuleTab|Bill of Materials|Instructions}}.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|BOM Number}} Choose the bill of materials number to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| =CUSTOMER=
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| ==Customer Address List==
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| {{Report Name|Customer Address List}} This report displays customer addresses. If a customer has multiple addresses, they will all show.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Address Type}} Choose what types of addresses to show: All, Main Office, Home, Remit To, Bill To, or Ship To.
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| {{P|Contact Type}} Choose what type of contact to show: Home, Work, Mobile, Fax, Main, Email, Pager, Other, or Web.
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| {{P|Customer Group}} Choose a specific customer group to run the report for. Leave this field blank to run for all customer groups.
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| {{P|State}} Enter the state abbreviation to see addresses for a specific state. Leave this field blank to run for all states.
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| {{P|Zip Code}} Enter the zip code to see addresses for a specific zip code. Leave this field blank to run for all zip codes.
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| {{P|Show Country}} {{Toggle|the country on the addresses}}
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| {{P|Show Groups}} {{Toggle|customer groups on the report}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Customer Details List==
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| {{Report Name|Customer Details List}} This report shows a detailed list of all customers with all of their addresses and contacts per address. This report groups by customer.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Address Type}} Choose what types of addresses to show: All, Main Office, Home, Remit To, Bill To, or Ship To.
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| {{P|Customer}} Choose a specific customer to run the report for. Leave this field blank to run for all customers.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Include Jobs}} {{Toggle|customer jobs}}
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| {{P|Show Contact Info}} {{Toggle|customer contact info}}
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| {{P|Show Country}} {{Toggle|the country on the addresses}}
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| {{Report Printer}}
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| ==Customer Price List==
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| {{Report Name|Customer Price List}} This report displays a product price list for a specific customer. It takes pricing rules that apply to that customer into account to determine the price.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Customer}} Choose a specific customer to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Group By}} Choose whether to group by Product Tree or None.
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| {{P|Product Tree}} Choose the product tree category to run the report for. Leave this field blank to run for all product trees.
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| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
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| {{P|SKU Search}} Enter a specific SKU to run the report for. Leave this field blank to run for all SKUs.
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| {{P|UPC Search}} Enter a specific UPC to run the report for. Leave this field blank to run for all UPCs.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Original Price}} {{Toggle|the products original price}}
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| {{P|Show SKU}} {{Toggle|the SKU}}
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| {{P|Show UPC}} {{Toggle|the UPC}}
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| {{Report Printer}}
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| ==Customer Statement==
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| {{Report Name|Customer Statement}} This report displays a statement for one or more customers showing all unpaid sales orders, payments made, and balances remaining.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Add Net Days To}} This option modifies which date is used when the '''Due Date Includes Net Days''' option is enabled. Options include Creation Date, Date Scheduled, Date Issued, and Date Completed.
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| {{P|Apply Date Filter To}} Choose the date for the date range to look at: Date Completed, Date Issued, Date Paid, or Date Scheduled.
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| {{P|Customer}} Choose a specific customer to run the report for. Leave this field blank to run for all customers.
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| {{P|Closed Short}} {{Toggle|this type of order}}
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| {{P|Fulfilled}} {{Toggle|this type of order}}
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| {{P|In Progress}} {{Toggle|this type of order}}
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| {{P|Issued}} {{Toggle|this type of order}}
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| {{P|Show Customers With 0 Balance}} {{Toggle|customers that have a zero balance}}
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| {{P|Due Date Includes Net Days}} This option will add the '''Net Days''' from the [[Payment Terms|payment terms]] to the '''Date Due''' column on the report. To modify which date is used with this option, see the '''Add Net Days To''' option listed above.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Payment Terms}} {{Toggle|the payment terms that were selected on the order}}
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| {{Report Printer}}
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| ==Dormant Customers==
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| {{Report Name|Dormant Customers}} This report displays a list of customers who have not made a purchase within the specified number of days, with the ability to exclude customers who have been dormant for an extended period of time.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Dormant period}} Customers who haven't ordered in this many days will be included on the report. The report will look back the number of days entered from the current date.
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| {{P|Last Order Limit (Days)}} Customers who haven't ordered in this many days will <u>not</u> be included on the report. This is a way of excluding customers who have been dormant for an extended period of time.
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| {{P|Last Ordered}} Choose the sales order date field used to determine the last order: Created, Issued, Scheduled, or Completed.
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| {{P|Sort By}} Choose which column will be used to sort the report.
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| {{P|Order}} Choose if the report should be sorted in ascending or descending order.
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| {{P|Filter by Customer Custom Field}} Choose a custom field to filter the report. Only customers who match the search entered in the '''Enter filter data''' will be included on the report.
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| {{P|Enter filter data}} Enter the value of the custom field or enter a search query. Use '''%''' for wildcard searches. If the selected custom field is a checkbox, type '''true''' or '''false'''.
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| {{P|Filters}} The order can also be filtered by '''State/Province''', '''Customer Group''', '''Sales Person''', '''Customer''', '''Number of orders''', or '''Total amount spent'''.
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| {{P|Report Title}} This option allows the title at the top of the report to be customized.
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| {{P|Show Inactive Customers}} Customers that are not marked as '''Active''' in the {{Module|Customer}} can be included or excluded from the report.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Tab|CUSTOM FIELDS}} - This report can display a Customer custom fields. Enter a title for the field, and select if it should be displayed on the report.
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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| =GADGETS=
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| ==Gross Sales By Product Bar Graph==
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| {{Report Name|Gross Sales By Product Bar Graph}} This report displays a bar graph of gross sales for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Parts to Show}} Enter the number of parts to show in the graph.
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| {{P|Date Range}} Enter the desired date range to see sales numbers for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Gross Sales By Product Pie Chart==
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| {{Report Name|Gross Sales By Product Pie Chart}} This report displays a pie chart of gross sales for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Parts to Show}} Enter the number of parts to show in the chart.
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| {{P|Date Range}} Enter the desired date range to see sales numbers for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Gross Sales By Salesperson Bar Graph==
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| {{Report Name|Gross Sales By Salesperson Bar Graph}} This report displays a bar graph of gross sales by sales person for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Parts to Show}} Enter the number of parts to show in the graph.
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| {{P|Date Range}} Enter the desired date range to see sales numbers for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Gross Sales By Salesperson Pie Chart==
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| {{Report Name|Gross Sales By Salesperson Pie Chart}} This report displays a pie chart of gross sales by sales person for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Parts to Show}} Enter the number of parts to show in the chart.
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| {{P|Date Range}} Enter the desired date range to see sales numbers for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==MTD Cumulative Sales==
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| {{Report Name|MTD Cumulative Sales}} This report displays a line graph of total cumulative gross sales for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==MTD Sales Bar Graph==
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| {{Report Name|MTD Sales Bar Graph}} This report displays a bar graph of total gross sales for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Turnover Bar Graph==
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| {{Report Name|Turnover Bar Graph}} This report displays a bar graph that shows how many times inventory is turned over during the given date range. Products are displayed from greatest turnover to least turnover.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
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| {{P|Part Number}} Choose a part number to view turnover for. Leave this field blank to view data for all parts.
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| {{P|Parts To Show}} Enter the number of parts to show in the bar graph.
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| {{P|Date Range}} Enter the desired date range to see turnover information for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. It also looks at the EventDate on the INVENTORYLOG table in the database, meaning the date an inventory transaction occurred such as a receipt, cycle or scrap.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Turnover Pie Chart==
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| {{Report Name|Turnover Pie Chart}} This report displays a pie chart that shows how many times inventory is turned over during the given date range. Products are displayed from greatest turnover to least turnover.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
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| {{P|Part Number}} Choose a part number to view turnover for. Leave this field blank to view data for all parts.
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| {{P|Parts To Show}} Enter the number of parts to show in the bar graph.
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| {{P|Date Range}} Enter the desired date range to see turnover information for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. It also looks at the EventDate on the INVENTORYLOG table in the database, meaning the date an inventory transaction occurred, such as a receipt, cycle, or scrap.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| =INVENTORY=
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| ==Aging Report==
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| {{Report Name|Aging Report}} This report displays the age of inventory. It will show the part number, description, tracking, quantity, and the date the locations inventory were created, then giving a number of days old.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Group By}} Choose to group by Location Group or by Part. If grouped by Location Group, it sorts inventory by Location Group first, then location. If by Part is chosen, inventory is grouped by Part.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Show Location Details}} {{Toggle|the location details}} When Group By Location Group is selected, this will show/hide the grouping of parts per location under that location group.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Asset Valuation By Account==
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| {{Report Name|Asset Valuation By Account}} This report generates a summary of the quantity and total value of all parts currently on hand, broken down, and grouped by Inventory Asset account. This report lists costs for each costing method (FIFO, LIFO, Average, and Standard).
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Asset Account}} Enter the Inventory Asset account to run the report for. Leave this field blank to run for all asset accounts.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Part Details}} {{Toggle|part details}} Unchecking this will list totals per asset account, removing all part references.
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| {{Report Printer}}
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| ==Consumption Report==
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| {{Report Name|Consumption Report}} This report displays inventory that has been consumed using the Scrap function.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Apply Date Filter}} The report can use the actual date when inventory was scrapped, or the date the user entered.
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| {{P|Group By}} The report can be grouped by part, location group, or username.
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| {{P|Summary Options}} By default, a summary is displayed at the end of the report.
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| {{P|User}} Filter the report to only show inventory that was scrapped by the specified user.
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| {{P|Location Group}} Filter the report to only show data for the specified location group.
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| {{P|Location}} Filter the report to only show data for the specified location.
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| {{P|Customer/Job}} Filter the report to only show data for the specified customer or job.
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| {{P|Part Number}} Filter the report to only show the specified part.
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| {{P|Report Title}} This option allows the title listed near the top of the report to be customized.
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| {{P|Date Range}} Choose the date range to use on the report.
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| {{P|Show Active}} {{Toggle|parts that have an Active status}}
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| {{P|Show Inactive}} {{Toggle|parts that have an Inactive status}}{{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Time Stamp}} {{Toggle|the time stamp showing when inventory was scrapped}}
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| {{P|Show Total}} {{Toggle|the total at the end of each group}}
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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| ==Costing Layer Valuation==
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| {{Report Name|Costing Layer Valuation}} This report generates a summary of the quantity and value of all parts currently on hand. This is a LIFO/FIFO based report. Use this report to compare inventory asset value between Fishbowl and the accounting system when running a FIFO or LIFO costing method in Fishbowl.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
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| {{P|Asset Account}} Enter a specific asset account to view information for. Leave this field blank to run for all asset accounts.
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| {{P|Date Range}} Enter the desired date range to see costing layer information for. This date looks at the DateCreated on the COSTLAYER table in the database, meaning the date the costing layer was created by adding initial inventory with a cost or receiving parts in, etc.
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| {{P|Show Active Costing Layers}} {{Toggle|active costing layers}} This means any costing layers that still have quantity still available.
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| {{P|Show Fulfilled Costing Layers}} {{Toggle|fulfilled costing layers}} This means any costing layers that have been completely depleted of quantity.
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| {{P|Show Voided Costing Layers}} {{Toggle|voided costing layers}} This means any costing layer that was created but voided. An example would be receiving inventory in but then voiding the receipt.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Historical Data}} {{Toggle|historical data}} This option will show the original quantity and cost when the costing layer was created.
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| {{Report Printer}}
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| | |
| ==Cycle Count List==
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| {{Report Name|Cycle Count List}} This report generates a list of all parts and current quantities organized by location group and location. There is a blank line to write in the actual part quantities during a physical count of inventory. This is also known as a Physical Inventory Worksheet. Items are grouped by Location Group then Location.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|ABC Code}} Choose what part ABC code to run the report for. Choose the All option to run for all.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Items Not In Inventory}} {{Toggle|parts that are not in inventory}}
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| {{P|Show Qty}} {{Toggle|the quantity listing}}
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| {{P|Show Serial Numbers}} {{Toggle|serial numbers}}
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| {{Report Printer}}
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| | |
| ==Forecast Report==
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| {{Report Name|Forecast Report}} This report calculates a running total of allocated parts based on issued Sales Orders, Transfer Orders, Work Orders, and Purchase Orders. Allocated numbers are grouped by Location Group then by Part Number.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Historical Part Cost Report==
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| {{Report Name|Historical Part Cost Report}} This report displays the historical cost of parts on a specific day. It shows the quantity, unit cost, and the total cost, with an option to select which costing method is displayed. This report requires the [[Inventory#Module_Options_General_tab|snapshot feature]] to be enabled.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Report On Date}} Select the date that will be used to display historical costs. This report pulls data from the PARTCOSTHISTORY table.
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| {{P|Costing Method}} Choose the costing method to run the report for. Options are: Average, Standard, FIFO, or LIFO.
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| {{P|Vendor}} Choose the vendor to run the report for. This will only show parts that have that vendor set as the default vendor. The default vendor can be assigned on the {{ModuleTab|Part|Vendors}} or the {{ModuleTab|Vendor|Parts}}.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Show Inactive Parts}} {{Toggle|inactive parts}}
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| {{P|Show Parts Created After Date}} {{Toggle|parts that didn't exist on the specified date}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Inventory Availability==
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| {{Report Name|Inventory Availability}} This report is a consolidated report of the Inventory module. It shows a part's quantity that is On Hand, Allocated, Not Available, Drop Ship, Available, On Order, Committed, and Backordered.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Filter by Part Custom Field}} Filter the report based on a custom field, select the custom field, and then type a value to filter by. Use '''%''' for wildcard searches. If the custom field is a checkbox, use '''true''' or '''false'''.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Count}} Enter the number of parts to print out at one time.
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| {{P|Report Title}} Allows the '''Inventory Availability''' title at the top of the report to be replaced with custom text.
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| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Parts With Zero Quantity}} {{Toggle|parts with zero quantity}}
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| {{P|Show Time Stamp}} {{Toggle|the time stamp}}
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| {{Tab|CUSTOM FIELDS}} - This report can display 3 part custom fields. Enable '''Display field''' for each field that should be displayed on the report.
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| {{Hide/Show Tab|COLUMNS}}
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| {{Report Printer}}
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| ==Inventory Availability By LG==
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| {{Report Name|Inventory Availability By LG}} This report is a consolidated report of the Inventory module. It shows a part's quantity that is On Hand, Allocated, Not Available, Drop Ship, Available, On Order, Committed, and Backordered by Location Group.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Location Group}} Choose the location group to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Count}} Enter the number of parts to print out at one time.
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| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Parts With Zero Quantity}} {{Toggle|parts with zero quantity}}
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| {{Report Printer}}
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| | |
| ==Inventory Valuation Summary==
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| {{Report Name|Inventory Valuation Summary}} This report generates a summary of the quantity and value of all parts currently on hand. Cost values are based on today's costs. Use this report to compare inventory asset value between Fishbowl and the accounting system when running a Standard or Average costing method in Fishbowl.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Costing Method}} Choose the costing method to run the report for.
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| {{P|Group By}} Choose how the report is grouped. Choose by Location Group or by Part.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Asset Account}} Enter a specific asset account to view information for. Leave this field blank to run for all asset accounts.
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| {{P|Show Location Details}} Choose to add/remove the location grouping by checking/unchecking this checkbox.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Inventory Variance==
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| {{Report Name|Inventory Variance}} This report shows the shipping and receiving history for a part or all parts.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Location Group}} Choose the location group to run the report for.
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| {{P|Date Range}} Choose the date range to see transactions for. The date range looks at the EventDate on the INVENTORYLOG table in the database, meaning the date the transaction happened, in this case when the item was shipped or received into inventory. Partial shipments and receipts show separately and correctly.
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| {{Tab|OPTIONAL}}
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Adjustment Types}} Select the checkboxes for the type of adjustments that should be included in the report.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Item History==
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| {{Report Name|Item History}} This report displays information about an item, and historical activity within a location group.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Location Group}} Choose a location group. This field is required.
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| {{Tab|OPTIONAL}}
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| {{P|Part Number}} Select a part number to run the report for. Leave this field blank to run for all parts.
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| {{P|Date Range}} Choose the date range to use on the report.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Inventory Adjustment History}} {{Toggle|inventory adjustment history}}
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| {{P|Show Purchase History}} {{Toggle|purchase history}}
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| {{P|Show Sales History}} {{Toggle|sales history}}
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| {{Report Printer}}
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| ==Lot History==
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| {{Report Name|Lot History}} This report shows the history for the specified lot number.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Part Number}} Choose a specific part number to run the report for.
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| {{P|Lot Number}} Enter a lot number to show in the report.
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| {{Tab|OPTIONAL}}
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| {{P|Inc Cycle Dec}} Includes cycle count decreases in the history.
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| {{P|Inc Cycle Inc}} Includes cycle count increases in the history.
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| {{P|Inc Scrap}} Includes scrap adjustments in the history.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==On Hand==
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| {{Report Name|On Hand}} This report displays a list of parts with the current quantity on hand.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Filter by Part Custom Field}} Filter the report based on a custom field, select the custom field, and then type a value to filter by. Use '''%''' for wildcard searches. If the custom field is a checkbox, use '''true''' or '''false'''.
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| {{P|Order By}} Select how the parts are ordered: Part Num or Location.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Report Title}} Allows the '''On Hand''' title at the top of the report to be replaced with custom text.
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| {{P|Tracking}} Show only parts with matching tracking. *Accepts all tracking except for serial number type tracking.
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| {{P|Show Parts With Zero Quantity}} {{Toggle|parts with zero quantity}}
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| {{P|Show Parts Without Tracking}} {{Toggle|parts without tracking}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Serial Numbers}} {{Toggle|serial numbers}}.
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| {{Tab|CUSTOM FIELDS}} - This report can display 3 part custom fields. Enable '''Display field''' for each field that should be displayed on the report.
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| {{Hide/Show Tab|COLUMNS}}
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| {{Report Printer}}
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| ==On Hand By Date==
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| {{Report Name|On Hand By Date}} This report lists inventory quantities on hand at the end of a given day. Optional estimated total values may be included. Note: Deleted and renamed parts, as well as parts that had not been stocked before the report date, will not be reported. Cost values are based on today's cost. For actual historical costs, see the [[#Historical_Part_Cost|'''Historical Part Cost''' report]].
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Report On Date}} Choose the date to view inventory on hand information for. This date looks at the EventDate on the INVENTORYLOG table in the database, meaning the date an inventory transaction occurred.
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| {{Tab|OPTIONAL}}
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| {{P|Costing Method}} Choose the costing method to run the report for. Options are: Average, Standard, FIFO, or LIFO.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Vendor}} Choose the vendor to run the report for. This will only show parts that have that vendor set as the default vendor in the Part module, Vendor Tab.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Show Inactive Parts}} {{Toggle|inactive parts}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Include Zero Quantities}} {{Toggle|parts with zero quantities}}
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| {{P|Show Cost}} {{Toggle|cost}} Costs are based on today’s cost.
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| {{P|Show Only Zero Quantities}} Choose to show only parts with zero quantities by checking this checkbox.
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| {{Report Printer}}
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| | |
| ==On Hand By Expiration Date==
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| {{Report Name|On Hand By Expiration Date}} This report lists on hand inventory that has an expiration date.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Order By}} Select how the parts are ordered: Part Num or Location.
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| {{P|Status}} Choose which expiration date statuses to show. '''Valid'''=Expiration date is at least 30 days away. '''Expiring'''=Expiration date is less than 30 days away. '''Expired'''=Expiration date has passed. '''All'''=Shows all of the statuses.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Date Range}} Enter an expiration date range to run the report for. This date range looks at the expiration date of the item. If the expiration date is not in the date range, the inventory will not be listed on the report.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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| | |
| ==On Hand By Product Tree==
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| {{Report Name|On Hand By Product Tree}} This report generates an On Hand report that is organized by Product Tree.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Product Tree}} Select the product tree to run the report for. Leave this field blank to run for all product trees.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
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| {{P|Tracking}} Enter the tracking number to see information for. Accepts all tracking except for serial number type tracking.
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| {{P|Show Inactive Parts}} {{Toggle|inactive parts}}
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| {{P|Show Parts With Zero Quantity}} {{Toggle|parts with zero quantity}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Reorder Report==
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| {{Report Name|Reorder Report}} This report generates a list of parts below their reorder points. '''Available''' and '''Needed''' are calculated using the following formulas.
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| :'''Available''' = On Hand - Allocated - Not Available + Drop Ship
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| :'''Needed''' = Order Up To Level - On Hand + On Order - Allocated - Not Available
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Include No ROP/OUL}} {{Toggle|parts that do not have reorder points or order up to levels set}}
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| {{P|Show Inactive Parts}} {{Toggle|inactive parts}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show All Items}} Choose to show all items, even if they don’t need to be reordered, by checking this checkbox. To only show parts that need to be reordered, leave this checkbox unchecked.
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| {{P|Show Default Vendor}} {{Toggle|a part's default vendor}}
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| {{Report Printer}}
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| | |
| ==Reverse Lot History==
| |
| {{Report Name|Reverse Lot History}} This report traces the history of a lot number from the current time to when it entered the system.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Lot}} Enter a lot number to show in the report.
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| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Turnover Report==
| |
| {{Report Name|Turnover Report}} This report displays the number of times inventory is turned over during the given date range. The Total Units should display as Total Units Sold. It lists the total units sold in the date range specified on the report. The Avg QOH is the Average Qty on hand for that part in inventory. It adds up all the on hand quantity per day and divides that total by the number of transactions in the date range. Average TO is the number of days it will take you to turn over your current inventory, given the date range selected. It is calculated as the Turnover quantity divided by the number of days in the date range. The Turnover is the turnover rate in that date range specified. It is calculated as the Total Qty Sold divided by the Avg QOH.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
| |
| {{P|Group By}} Choose to group by Location Group or by Part Number
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Date Range}} Enter the desired date range to see turnover information for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. It also looks at the EventDate on the INVENTORYLOG table in the database, meaning the date an inventory transaction occurred such as a receipt, cycle, or scrap.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Work Order Forecast Report==
| |
| {{Report Name|Work Order Forecast Report}} This report calculates a running total of allocated parts on orders separated out by work orders. In the WO lists under a part, the order that is bolded is the WO the report is displaying info for.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|WO Number}} Enter a work order number to run the report for. Leave this field blank to run for all work orders.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
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| | |
| =LABELS=
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| | |
| ==2x4 Location Barcode Avery==
| |
| {{Report Name|2x4 Location Barcode Avery}} This report prints location barcodes (Code 128) for 2x4 Avery 8163 Labels.
| |
| {{Report Filters}}
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| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort by Location Name, Tag Number, or Location Group.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Tag}} {{Toggle|the tag}}
| |
| {{Report Printer}}
| |
| | |
| ==2x4 Location Barcode One Off==
| |
| {{Report Name|2x4 Location Barcode One Off}} This report prints location barcodes (Code 128) for 2x4 One Off Labels.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort by Location Name, Tag Number, or Location Group.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Tag}} {{Toggle|the tag}}
| |
| {{Report Printer}}
| |
| | |
| ==2x4 Part Barcodes Avery==
| |
| {{Report Name|2x4 Part Barcodes Avery}} This report prints part barcodes (Code 128) for 2x4 Avery 8163 Labels.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Count}} Enter the number of parts to print out at one time.
| |
| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==2x4 Part Barcodes One Off==
| |
| {{Report Name|2x4 Part Barcodes One Off}} This report prints part barcodes (Code 128) for 2x4 One Off Labels.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Count}} Enter the number of parts to print out at one time.
| |
| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==2x4 Product Barcodes Avery==
| |
| {{Report Name|2x4 Product Barcodes Avery}} This report prints product barcodes (Code 128) for 2x4 Avery 8163 Labels.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Number}} Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
| |
| {{P|Count}} Enter the number of products to print out at one time.
| |
| {{P|Skip}} Enter the number of products to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the product description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==2x4 Product Barcodes One Off==
| |
| {{Report Name|2x4 Product Barcodes One Off}} This report prints product barcodes (Code 128) for 2x4 One Off Labels.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Number}} Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
| |
| {{P|Count}} Enter the number of products to print out at one time.
| |
| {{P|Skip}} Enter the number of products to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the product description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==4x6 Location Barcode One Off==
| |
| {{Report Name|4x6 Location Barcode One Off}} This report prints location barcodes (Code 128) for 4x6 One Off Labels.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort by Location Name, Tag Number, or Location Group.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Tag}} {{Toggle|the tag}}
| |
| {{Report Printer}}
| |
| | |
| ==4x6 Part Barcodes One Off==
| |
| {{Report Name|4x6 Part Barcodes One Off}} This report prints part barcodes (Code 128) for 4x6 One Off Labels.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Count}} Enter the number of parts to print out at one time.
| |
| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==4x6 Product Barcodes One Off==
| |
| {{Report Name|4x6 Product Barcodes One Off}} This report prints product barcodes (Code 128) for 4x6 One Off Labels.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Number}} Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
| |
| {{P|Count}} Enter the number of products to print out at one time.
| |
| {{P|Skip}} Enter the number of products to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the product description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==Customer Address Labels==
| |
| {{Report Name|Customer Address Labels}} This report prints out customer address labels on an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Address Type}} Choose what address types to include on the report: All, Ship To, Bill To, Remit To, Home, or Main Office.
| |
| {{P|Customer Group}} Choose what customer group to run the report for. Leave this field blank to run for all customer groups.
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Only In Group}} Choose to show only customers who are tied to the customer group specified by checking this checkbox. Uncheck this checkbox to show all customers.
| |
| {{P|Show Country}} {{Toggle|the country on the address}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Location Barcode==
| |
| {{Report Name|Location Barcode}} This report prints out location barcodes on an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort by Location Name, Tag Number, or Location Group.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Tag}} {{Toggle|the tag}}
| |
| {{Report Printer}}
| |
| | |
| ==Location Barcode One Off==
| |
| {{Report Name|Location Barcode One Off}} This report prints out location barcodes in a one off format. The label size is 2x1.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort by Location Name, Tag Number, or Location Group.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Tag}} {{Toggle|the tag}}
| |
| {{Report Printer}}
| |
| | |
| ==New Tags==
| |
| {{Report Name|New Tags}} This report prints new tag barcodes in an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Print Tags Using}} Choose how the tags are to be created: Next Available, Repeat Tag, or Tag Starting Point.
| |
| {{P|Qty}} Enter the number of tags to print out. There are 30 labels per page.
| |
| {{P|Repeat Tag}} Enter the tag number to print out. The report will print this tag number only and only if Repeat Tag is selected in the Print Tags Using dropdown.
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Tag Starting Point}} Enter the number to start the sequence with. This field is only used if Tag Starting Point is selected in the Print Tags Using dropdown.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==New Tags One Off==
| |
| {{Report Name|New Tags One Off}} This report prints new tag barcodes in a one off format. The label size is 2x1.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Print Tags Using}} Choose how the tags are to be created: Next Available, Repeat Tag, or Tag Starting Point.
| |
| {{P|Qty}} Enter the number of tags to print out. There are 30 labels per page.
| |
| {{P|Repeat Tag}} Enter the tag number to print out. The report will print this tag number only and only if Repeat Tag is selected in the Print Tags Using dropdown.
| |
| {{P|Starting Point}} Enter the number to start the sequence with. This field is only used if Tag Starting Point is selected in the Print Tags Using dropdown.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==New Tracking==
| |
| {{Report Name|New Tracking}} This report prints out new tracking labels for a single number on an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Tracking Value}} Enter the number/value to print out with the barcode.
| |
| {{P|Number To Print}} Enter the number of labels to print out.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==New Tracking Incremental==
| |
| {{Report Name|New Tracking Incremental}} This report prints out incremental new tracking labels on an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|First Value}} Enter the number/value to start with.
| |
| {{P|Number To Print}} Enter the number of labels to print out.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==New Tracking Incremental One Off==
| |
| {{Report Name|New Tracking Incremental One Off}} This report prints out incremental new tracking labels in a one off format. The label size is 2x1.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|First Value}} Enter the number/value to start with.
| |
| {{P|Number To Print}} Enter the number of labels to print out.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==New Tracking One Off==
| |
| {{Report Name|New Tracking One Off}} This report prints out new tracking labels in a one off format. The label size is 2x1.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Tracking Value}} Enter the number/value to print out with the barcode.
| |
| {{P|Number To Print}} Enter the number of labels to print out.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Packing Slip 4x6==
| |
| {{Report Name|Packing Slip 4x6}} This report prints packing slips on 4x6 labels.
| |
| {{Tab|REQUIRED}}
| |
| {{P|Shipping Number}} Enter the order number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Contact To Show}} Choose which contact to show on the report. The choices are Address Name or SO Contact.
| |
| {{P|Layout Format}} Choose which packing list layout to print. The choices are Standard or By Carton.
| |
| {{P|Order Number}} Choose whether to show the Customer PO Number or the SO Number as the Order Number on the report.
| |
| {{P|Show Back Order Items}} {{Toggle|back order items}}
| |
| {{P|Show Country}} {{Toggle|the country on the Ship To and Bill To addresses}}
| |
| {{P|Show Kit Headers}} {{Toggle|the Kit products' headers}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{P|Show Tracking}} {{Toggle|part tracking information}}
| |
| {{P|Show Unique Ship Numbers}} {{Toggle|unique ship numbers (from partial shipping)}}
| |
| {{Report Printer}}
| |
| | |
| ==Part Barcodes Avery==
| |
| {{Report Name|Part Barcodes Avery}} This report prints out part barcodes on an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Count}} Enter the number of parts to print out at one time.
| |
| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==Part Barcodes By PO Avery==
| |
| {{Report Name|Part Barcodes By PO Avery}} This report prints out part barcodes based on a given PO on an Avery 8160 label sheet. The number of barcodes printed per part will match the quantity on the PO.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|PO Number}} Select the purchase order number to print out part barcodes (Code 128) for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Order By}} Select how to order parts: Part Num or Line Item.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==Part Barcodes By PO One Off==
| |
| {{Report Name|Part Barcodes By PO One Off}} This report prints out part barcodes based on a given PO in a one off format. The label size is 2x1. The number of barcodes printed per part will match the quantity on the PO.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|PO Number}} Select the purchase order number to print out part barcodes (Code 128) for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Order By}} Select how to order parts: Part Num or Line Item.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==Part Barcodes One Off==
| |
| {{Report Name|Part Barcodes One Off}} This report prints out part barcodes in a one off format. The label size is 2x1.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Count}} Enter the number of parts to print out at one time.
| |
| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==Part Barcodes With Tracking One Off==
| |
| {{Report Name|Part Barcodes With Tracking One Off}} Part Barcodes for one off Labels. One label will print for each primary part tracking number (or quantity if no tracking exists) from a specific location.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Location}} Enter the location for the inventory included in the report.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Count}} Enter the number of labels to print out at one time.
| |
| {{P|Quantity Per Part Tracking Override}} By default, parts without tracking will print a label for each and every part in the location. For example, if there are 10 B201s in the location, 10 B201 labels would be printed. To limit the number of labels per part, enter a value in this field or enter 0 for the default behavior.
| |
| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==PO Part Barcodes With Tracking One Off==
| |
| {{Report Name|PO Part Barcodes With Tracking One Off}} Part barcodes (Code 128) for one off Labels. Prints one label for each part and distinct tracking value received in a specified Purchase Order. Requires a primary tracking.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|PO Number}} Enter the purchase order number to print part barcodes (Code 128) for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Product Barcodes Avery==
| |
| {{Report Name|Product Barcodes Avery}} This report prints out product barcodes on an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Number}} Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
| |
| {{P|Count}} Enter the number of products to print out at one time.
| |
| {{P|Skip}} Enter the number of products to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the product description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==Product Barcodes By Receipt Avery==
| |
| {{Report Name|Product Barcodes By Receipt Avery}} This report prints out product barcodes (Code 128) for items received on a specific date on an Avery 8160 label sheet. The number of barcodes printed product part will match the quantity on the PO.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Date Range}} Enter a date range to run the report for. This date range looks at the DateReceived on the RECEIPTITEM table in the database, meaning the date the items were received in.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|PO Number}} Select the purchase order number to print out part barcodes (Code 128) for. Leave this field blank to run for all POs.
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==Product Barcodes By Receipt One Off==
| |
| {{Report Name|Product Barcodes By Receipt One Off}} This report prints out product barcodes (Code 128) for items received on a specific date in a one off format. The label size is 2x1. The number of barcodes printed product part will match the quantity on the PO.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Date Range}} Select the date range for which items were received in. This date range looks at the DateReceived on the RECEIPTITEM table in the database, meaning the date the items were received in.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|PO Number}} Select the purchase order number to print out part barcodes (Code 128) for. Leave this field blank to run for all POs.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==Product Barcodes By SO Avery==
| |
| {{Report Name|Product Barcodes By SO Avery}} This report prints out all of the product barcodes (Code 128) for a given SO on an Avery 8160 label sheet. The number of barcodes printed product part will match the quantity on the SO.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|SO Number}} Enter the sales order number to print product barcodes (Code 128) for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Order By}} Select how to order parts: Part Num or Line Item.
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==Product Barcodes By SO One Off==
| |
| {{Report Name|Product Barcodes By SO One Off}} This report prints out all of the product barcodes (Code 128) for a given SO on one off format. The label size is 2x1. The number of barcodes printed product part will match the quantity on the SO.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|SO Number}} Enter the sales order number to print product barcodes (Code 128) for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Order By}} Select how to order parts: Part Num or Line Item.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==Product Barcodes One Off==
| |
| {{Report Name|Product Barcodes One Off}} This report prints out product barcodes in a one off format. The label size is 2x1.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Number}} Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
| |
| {{P|Count}} Enter the number of products to print out at one time.
| |
| {{P|Skip}} Enter the number of products to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the product description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==Receiving Label==
| |
| {{Report Name|Receiving Label}} This report prints a label for all parts received with their tracking information.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Receiving}} Select the order to display in the report.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Default Location Barcode}} {{Toggle|a barcode for the item's default location}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Include Item Barcode}} {{Toggle|a barcode containing the item number}}
| |
| {{P|Include Received Items}} {{Toggle|items that have already been received}}
| |
| {{Report Printer}}
| |
| | |
| ==Single Part Barcodes Avery==
| |
| {{Report Name|Single Part Barcodes Avery}} This report prints out part barcodes on an Avery 8160 label sheet. Print one barcode each for multiple parts or multiple barcodes (Code 128) for a single part.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Count}} Enter the number of parts to print out at one time. If the Part Number field is left blank, this number signifies how many parts to print starting from the beginning of the part list. If the Part Number field has a part selected, the count field signifies the number of barcode labels to print for that single part.
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==Single Product Barcodes Avery==
| |
| {{Report Name|Single Product Barcodes Avery}} This report prints out product barcodes on an Avery 8160 label sheet. Prints out one barcode each for multiple products or multiple barcodes (Code 128) for a single product.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Number}} Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
| |
| {{P|Count}} Enter the number of parts to print out at one time. If the Product Number field is left blank, this number signifies how many products to print starting from the beginning of the product list. If the Product Number field has a product selected, the count field signifies the number of barcode labels to print for that single product.
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the product description}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{Report Printer}}
| |
| | |
| ==Tag Barcodes Avery==
| |
| {{Report Name|Tag Barcodes Avery}} This report prints out inventory tag barcodes on an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Date Range}} Enter the desire date range to see tags created in that range.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Barcode}} Choose whether the barcode signifies the Tag # or the Part #.
| |
| {{P|Location}} Choose a location to run the report for. Leave this field blank to run for all locations.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Tag}} Enter the desire tag number to run the report for. Leave this field blank to run for all tags.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==Tag Barcodes One Off==
| |
| {{Report Name|Tag Barcodes One Off}} This report prints out inventory tag barcodes in a one off format. The label size is 2x1.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Date Range}} Enter the desire date range to see tags created in that range.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Barcode}} Choose whether the barcode signifies the Tag # or the Part #.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Tag}} Enter the desire tag number to run the report for. Leave this field blank to run for all tags.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==UPS Label==
| |
| {{Report Name|UPS Label}} This report prints out a UPS label if the UPS Setup has been completed and a quote has been accepted for the shipment.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Shipping Number}} Enter the shipping number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==UPS Return Label==
| |
| {{Report Name|UPS Return Label}} This report prints out a UPS return label if a UPS account number has been registered and the shipment has been shipped.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Shipping Number}} Enter the shipping number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Vendor Address Labels==
| |
| {{Report Name|Vendor Address Labels}} This report prints out vendor address labels on an Avery 8160 sheet label.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Start At Label}} Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
| |
| {{P|Show Country}} {{Toggle|the country}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Vendor Part Barcodes==
| |
| {{Report Name|Vendor Part Barcodes}} This report prints out part barcodes with the vendor part number as the part number on the barcode on an Avery 8160 label sheet.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Count}} Enter the number of parts to print out at one time.
| |
| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==Vendor Part Barcodes One Off==
| |
| {{Report Name|Vendor Part Barcodes One Off}} This report prints out part barcodes with the vendor part number as the part number on the barcode in a one off format.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Count}} Enter the number of parts to print out at one time.
| |
| {{P|Skip}} Enter the number of parts to skip. This is most commonly used to print out the report in batches if the report is very large.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|the part description}}
| |
| {{Report Printer}}
| |
| | |
| ==Walmart Label==
| |
| {{Report Name|Walmart Label}} This report prints out a standard Walmart shipping label. This label will check for a "Store #" custom field on the SO or you can override this by entering a store number in the modify report section. The WM PO# field pulls from the Vendor PO field on the Sales Order.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|SO Number}} Enter the sales order number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Store Number}} Enter the Store Number to show on the report if the Sales Order Custom Field isn’t set up already.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Logo}} {{Toggle|your company logo}}
| |
| {{Report Printer}}
| |
| | |
| ==WO Part Barcodes With Tracking One Off==
| |
| {{Report Name|WO Part Barcodes With Tracking One Off}} Part barcodes (Code 128) for one off labels. Prints one label for each part and distinct tracking value manufactured in a specified Work Order. Requires a primary tracking method.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|WO Number}} Enter the WO number to print part barcodes (Code 128) for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| =MANUFACTURE ORDER=
| |
| | |
| ==Available To Build==
| |
| {{Report Name|Available to Build}} This report shows the quantity of finished goods available to build based on raw good inventory levels. It is designed to give information about which finished goods can be produced using the current materials in inventory.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|BOM Number}} Choose a specific bill of materials number to run the report for. Leave this field blank to run for all BOMs.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Manufacture Order Projected Cost==
| |
| {{Report Name|Manufacture Order Projected Cost}} This report displays the manufacture order cost amounts and manufacture order items. Unfulfilled work order costs are based on the database costing method. Fulfilled work order costs are historical costs for the work order.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|MO Number}} Select the Manufacture Order number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{P|Show Details}} {{Toggle|the raw goods on the work order}}
| |
| {{Report Printer}}
| |
| | |
| ==Manufacture Order Stage==
| |
| {{Report Name|Manufacture Order Stage}} This report shows the various stages for open work orders. Use % for wild card search in the MO Number field.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|MO Number}} Enter a Manufacture Order number to run the report for. Leave this field blank to run the report for all Manufacture Orders.
| |
| {{P|Date Range}} Enter a date range to run the report for. This date range looks at the DateIssued on the MO table in the database, meaning the date the manufacture order was issued.
| |
| {{P|Closed Short}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Entered}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Fulfilled}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Issued}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Partial}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Picking}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Void}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Working}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Manufacture Order Traveler==
| |
| {{Report Name|Manufacture Order Traveler}} This report generates a basic report for Manufacture Orders. This report gives a listing of each Work Order on the Manufacture Order and the Finished Good and quantity being built, along with other status and order information.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|MO Number}} Enter a Manufacture Order number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Order By}} Choose the sort order for the report.
| |
| {{P|MO Report Title}} Allows the '''Manufacture Order Traveler''' title at the top of the report to be replaced with custom text.
| |
| {{P|WO Report Title}} Allows the '''Work Order Traveler''' title to be replaced with custom text if '''Display WO Travelers''' is enabled.
| |
| {{P|Display WO Travelers}} {{Toggle|the Work Order Traveler report for each work order}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Assigned Users}} This option will display a table that shows the [[Work_Order#General_tab|users assigned to the work order]].
| |
| {{P|Show BOM Instructions}} {{Toggle|the bill of materials instructions}}
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{P|Show Category}} Will show the name of the [[Calendar#Categories|calendar category]].
| |
| {{P|Show Category Color}} Will show the color of the [[Calendar#Categories|calendar category]] if '''Show Category''' is enabled.
| |
| {{P|Show Finished Goods}} {{Toggle|the work orders finished good}}
| |
| {{P|Show Labor}} {{Toggle|the field that shows the work order labor}}
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Production Report==
| |
| {{Report Name|Production Report}} This report shows the parts built in completed work orders, grouped by part number along with the Production Date.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Date Range}} Enter the desired date range to see production information for. This date range looks at the DateFinished on the WO table in the database, meaning it looks at the date the work order was finished/fulfilled. Partial fulfillments will show up separately and correctly.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Data}} {{Toggle|specific work order quantities and date information}}
| |
| {{Report Printer}}
| |
| | |
| =OTHER=
| |
| | |
| ==Calendar Report==
| |
| {{Report Name|Calendar Report}} This report prints out all calendar events for a specified date range.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Order By}} Choose how to order the events. Options are: Event Name, Start Date, End Date, Note, or Location.
| |
| {{P|Date Range}} Enter the desired date range to see events for. Depending on the statuses you choose, this date range will choose between the following fields on the WO table in the database: DateStarted, DateScheduleToStart, DateFinished, and DateScheduled.
| |
| {{P|WO Entered}} {{Toggle|this work order status}}
| |
| {{P|WO Fulfilled}} {{Toggle|this work order status}}
| |
| {{P|WO Started}} {{Toggle|this work order status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Time}} {{Toggle|time}}
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Reports==
| |
| {{Report Name|Reports}} This report prints out a list of all of the reports inside of Fishbowl along with a description of the report and where the report file is located.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Tracking==
| |
| {{Report Name|Tracking}} This report displays parts attached to Tracking Information on Work Orders, Purchase Orders, and Sales Orders.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Tracking Value}} Enter the tracking number/value to view in the report. Leave this field blank to run for all tracking values.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Tracking Detail==
| |
| {{Report Name|Tracking Detail}} This report displays a specific Tracking Value and all of the transaction activity attached to it from Work Orders, Purchase Orders, and Sales Orders.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Tracking Value}} Enter the tracking number/value to view in the report.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| =PART=
| |
| | |
| ==ABC Report==
| |
| {{Report Name|ABC Report}} This report prints a list of parts, their current ABC Code, and their Projected ABC Code. Cost values are based on today’s cost. The Qty Used column shows the quantity used in manufacturing and/or sales activity for the given date range.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Costing Method}} Choose the costing method to see costs based on. (Match this with the method the database is using.)
| |
| {{P|Date Range}} Enter a date range to run the report for. The date range looks at the EventDate on the INVENTORYLOG table in the database, meaning the date the transaction happened. In particular, this report looks for ship (sales) and consume (manufacturing) transactions.
| |
| {{P|Use Manufacture Activity}} Choose to include/exclude manufacturing activity in the projected ABC code calculation by checking/unchecking this checkbox.
| |
| {{P|Use Sales Activity}} Choose to include/exclude sales activity in the projected ABC code calculation by checking/unchecking this checkbox.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Group Header}} {{Toggle|the group header}}
| |
| {{P|Show Time Stamp}} {{Toggle|the time stamp}}
| |
| {{P|Show Totals}} {{Toggle|totals}}
| |
| {{Report Printer}}
| |
| | |
| ==Part Accounts==
| |
| {{Report Name|Part Accounts}} This report prints a list of parts and their associated accounts in the accounting system if they have been assigned. If a part has multiple products tied to it, it will be listed multiple times.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Select a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Part Activity Report==
| |
| {{Report Name|Part Activity Report}} This report prints a report that shows the activity history for a part or all parts, as well as which user performed the activity. Note: UOM changes only show correctly when all Location Groups are selected.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Date Range}} Enter the desired dates to see activity for. The date range looks at the EventDate on the INVENTORYLOG table in the database, meaning the date the transaction happened.
| |
| {{P|Group By}} Select whether to group the report information by Location Group or by Part Number.
| |
| {{P|Order By}} Select whether to order the report information by Order of Events or Event Date.
| |
| {{P|User}} Select a user to see transactions for. Leave this field blank to run for all users.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Location}} Choose a location to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Tag Number}} Enter a specific tag number to see activity for. Leave this field blank to run for all tags.
| |
| {{P|Tracking Info}} Enter a specific tracking number (serial #, lot #, etc.) to see activity for. Leave this field blank to run for all tracking.
| |
| {{P|Adj Decrease}} {{Toggle|cycle count transactions that decreased quantity}}
| |
| {{P|Adj Increase}} {{Toggle|cycle count transactions that increased quantity}}
| |
| {{P|Adj Scrap}} {{Toggle|scrap inventory transactions}}
| |
| {{P|Adj Tracking}} {{Toggle|part tracking adjustments (for example, changing a Lot # from 5 to 6)}}
| |
| {{P|Adj UOM}} {{Toggle|UOM changes on parts}}
| |
| {{P|Adjust}} {{Toggle|transactions of changing the location group assigned on a specific location}}
| |
| {{P|Consume}} {{Toggle|transactions of raw good consumption on a work order}}
| |
| {{P|Disable Tracking}} {{Toggle|disable part tracking transactions}} Only shows on the report if the part has inventory quantity.
| |
| {{P|Enable Tracking}} {{Toggle|enable part tracking transactions}} Only shows on the report if the part has inventory quantity.
| |
| {{P|Receiving}} {{Toggle|purchase order receipt transactions}}
| |
| {{P|Shipping}} {{Toggle|sales order ship transactions}}
| |
| {{P|Show Active}} {{Toggle|parts that have an Active status}}
| |
| {{P|Show Inactive}} {{Toggle|parts that have an Inactive status}}
| |
| {{P|Transfer}} {{Toggle|inventory move transactions from the Consignment module with "Transfer" selected as the type}}
| |
| {{P|Void Receipt}} {{Toggle|void receipt transactions}}
| |
| {{P|Yield}} {{Toggle|inventory move transactions from the Inventory module}} If Yield shows '''Yield S50004''' this means the items were moved by the picking transaction.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Part Allocated==
| |
| {{Report Name|Part Allocated}} This report generates a list of orders a specific part is allocated to. Includes Sales Orders, Work Orders, Purchase Orders, and Transfer Orders.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Part Number}} Select a part number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Part Average Cost==
| |
| {{Report Name|Part Average Cost}} This report generates a list of all parts and their current Average Costs along with current quantity on hand.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Cost Value}} Select whether to see costs greater than (>), less than (<), or equal to (=) the cost entered in the Cost field below.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Cost}} Enter the desired cost to see based on the selection made in the Cost Value dropdown above.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Part Committed Report==
| |
| {{Report Name|Part Committed Report}} This report generates a list of orders a specific part is committed to. Includes Sales Orders, Work Orders, Purchase Orders, and Transfer Orders.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Part Number}} Select a part number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Part Cost Over Time==
| |
| {{Report Name|Part Cost Over Time}} This report generates a part’s costing information over a specified date range.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Part Number}} Select a part number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Date Range}} Select the date range to see information for. This date looks at the DateCreated on the COSTLAYER table in the database, meaning the date the costing layer was created by adding initial inventory with a cost or receiving parts in, etc.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Part List==
| |
| {{Report Name|Part List}} This report generates a part list with current quantity on hand and current cost. Cost values are based on today’s costs. Use % for a wild card search for the description field.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Costing Method}} Choose a costing method to use when running the report: Average Cost, Standard Cost, LIFO, or FIFO.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Description}} Enter the desired part description to search for. Use the % sign for a wild card search. Leave this field blank to run for all parts descriptions.
| |
| {{P|Show Active}} {{Toggle|active parts}}
| |
| {{P|Show Inactive}} {{Toggle|inactive parts}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Description}} {{Toggle|parts descriptions}}
| |
| {{P|Show Cost}} {{Toggle|part costs}}
| |
| {{P|Show Qty On Hand}} {{Toggle|parts' quantity on hand}}
| |
| {{Report Printer}}
| |
| | |
| ==Reorder Points==
| |
| {{Report Name|Reorder Points}} This report generates a list of parts along with the part's Order Up To, as well as Reorder Point by Location Group or Company Wide.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Show Parts Without Reorder Points}} {{Toggle|parts that do not have reorder points set}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| =PICKING=
| |
| | |
| ==Pick Efficiency==
| |
| {{Report Name|Pick Efficiency}} This report displays the efficiency of each pick order, grouped by user.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|User}} Enter the username of the user to run the report for. Leave this field blank to run for all users.
| |
| {{P|Date Finished In the Date Range}} Select the date range to see information for. This date range looks at the DateFinished on the PICK table in the database, meaning the date the pick was finished.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Details}} {{Toggle|specific picking order information}}
| |
| {{Report Printer}}
| |
| | |
| ==Pick Report==
| |
| {{Report Name|Pick Report}} This report displays a complete list of ALL items on the Pick and their status.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Pick Number}} Enter the pick order to run the report for. Any status of pick order is allowed.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Address}} {{Toggle|the customers' ship to address}}
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{P|Show Country}} {{Toggle|the country on the addresses}}
| |
| {{Report Printer}}
| |
| | |
| ==Pick Ticket==
| |
| {{Report Name|Pick Ticket}} This report generates a list of parts to pick, where to get them from, and where to put them after picking. The pick must be '''Started''' to display on this report.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Pick Number}} Enter the pick order to run the report for. Only '''Started''' picks will populate this report.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Show Barcode As}} Choose whether the Order Num or Pick Num is the number for the barcode.
| |
| {{P|Sort By}} Choose to reorder the items on the report by Line Item or by Part.
| |
| {{P|Show Committed}} {{Toggle|parts in committed status}}
| |
| {{P|Combine Like Items}} This option will combine line items if they are the same part, location, and destination.
| |
| {{P|Sort By Location}} If this option is checked, items will be sorted according to the [[Location#Location_sort_order|location sort order]]. If this option is unchechecked, items will be sorted by the order line number.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Address}} {{Toggle|the address}}
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{P|Show Country}} {{Toggle|the country on the addresses}}
| |
| {{Report Printer}}
| |
| | |
| =PRODUCT=
| |
| | |
| ==Kit Report==
| |
| {{Report Name|Kit Report}} This report generates a list of kits and items within each kit. Cost values are based on today's costs. Starred (*) items are the default of an optional or variable-optional item. Items that are not default do not display quantity or cost.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Costing Method}} Choose the costing method to use when running the report: Average Cost, Standard Cost, LIFO, or FIFO.
| |
| {{P|Kit Number}} Select a specific kit number to run the report for. Leave this field blank to run for all kits.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Product Catalog==
| |
| {{Report Name|Product Catalog}} This report generates a list of barcodes with pictures and barcodes in a product catalog format.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Tree}} Select a product tree category to run the report for. Leave this field blank to run for all.
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|Show Product Tree}} {{Toggle|the product tree categories}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Image}} {{Toggle|the product image}}
| |
| {{P|Show Price}} {{Toggle|the product price}}
| |
| {{P|Show Product Barcode}} {{Toggle|the product barcode}}
| |
| {{P|Show SKU}} {{Toggle|the product SKU}}
| |
| {{P|Show SKU Barcode}} {{Toggle|the product SKU barcode}}
| |
| {{P|Show UPC}} {{Toggle|the product UPC}}
| |
| {{P|Show UPC Barcode}} {{Toggle|the product UPS Barcode}}
| |
| {{Report Printer}}
| |
| | |
| ==Product Price List==
| |
| {{Report Name|Product Price List}} This report generates a product price list. The product price is pulled directly from the product module.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Group By}} Choose whether to group the report by Product Tree or None.
| |
| {{P|Product Tree}} Select a product tree category to run the report for. Leave this field blank to run for all.
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|SKU Search}} Enter a SKU number to run the report for. Use % as a wild card search. Leave this field blank to run for all.
| |
| {{P|UPC Search}} Enter a UPC number to run the report for. Use % as a wild card search. Leave this field blank to run for all.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|SKU}} {{Toggle|the product SKU}}
| |
| {{P|UPC}} {{Toggle|the product UPC}}
| |
| {{Report Printer}}
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| | |
| =PURCHASE ORDER=
| |
| | |
| ==Advanced Purchasing By Sales Order==
| |
| {{Report Name|Advanced Purchasing By Sales Order}} This report looks at the fulfillment date on a sales order and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the SO and the lead time of the item, the report shows you what day to place your PO.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|SO Number}} Select a specific sales order to include on the report. Leave blank to include all matching orders.
| |
| {{P|Date Created}} Include sales orders that were created during the specified date range.
| |
| {{P|Closed Short}} {{Toggle|sales orders with this status}}
| |
| {{P|Estimate}} {{Toggle|sales orders with this status}}
| |
| {{P|Fulfilled}} {{Toggle|sales orders with this status}}
| |
| {{P|In Progress}} {{Toggle|sales orders with this status}}
| |
| {{P|Issued}} {{Toggle|sales orders with this status}}
| |
| {{P|Voided}} {{Toggle|sales orders with this status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Advanced Purchasing By Work Order==
| |
| {{Report Name|Advanced Purchasing By Work Order}} This report looks at the fulfillment date on a work order and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the WO and the lead time of the item, the report shows you what day to place your PO.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|MO Number}} Select a specific manufacture order to include on the report. Leave blank to include all matching orders.
| |
| {{P|Date Scheduled}} Include orders that are scheduled during the specified date range.
| |
| {{P|Closed Short}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Fulfilled}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Issued}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Partial}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Picking}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Voided}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Working}} {{Toggle|manufacture orders with this status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
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| | |
| ==Auto PO==
| |
| {{Report Name|Auto PO}} This report generates a list of parts below reorder tolerance. This report runs the Auto-PO code and can take a few minutes to generate. The '''Needed''' column is calculated using the numbers in the other columns as follows. '''Needed=Order Up To – On Order – On Hand + Allocated'''
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
| |
| {{P|Date Range}} Select the date range to run the report for. This date range looks the DateScheduledFulfillment on the POITEM, XOITEM, SOITEM tables in the database, meaning the fulfillment date set per line item. It also looks at the DateScheduled on the WO table, meaning the date the work order is scheduled for.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Include No ROP/OUL}} {{Toggle|parts that do not have Reorder Points or Order Up To Levels set}}
| |
| {{P|Include When Short/Always Create/Build To Order}} {{Toggle|parts with attached BOMs that have an auto create status of When Short, Always Create, or Build To Order}}
| |
| {{P|Show Vendor Part Number}} {{Toggle|the vendor part number}}
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| {{Report Printer}}
| |
| | |
| ==Purchase Order Barcode==
| |
| {{Report Name|Purchase Order Barcode}} This report displays a PO Number and the items on the PO along with a barcode for the order and each item on the order.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Status}} Choose what PO status to run the report for.
| |
| {{P|PO Number}} Select a purchase order to run the report for. Leave this field blank to run for all purchase orders.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Purchase Order Report==
| |
| {{Report Name|Purchase Order Report}} This report displays a basic purchase order to be sent to a vendor. If [[Currency|currency conversion]] is enabled, the costs can be displayed in the vendor's default currency.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|PO Number}} Select a purchase order to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Logo Alignment}} Select whether your company logo is displayed above your address or to the left of your address.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Barcode}} Choose to show the barcode on the report by checking this box.
| |
| {{P|Show Status}} Choose to show the orders status under the report title by checking this box.
| |
| {{P|Show Total Qty}} Choose to show the sum of the quantity ordered column by checking this box.
| |
| {{P|Show Totals}} Choose to show totals on the report by checking this box.
| |
| {{P|Show Line Item Notes}} Choose to show line item notes by checking this box.
| |
| {{P|Show Part Number}} Choose to show the Fishbowl part number by checking this box.
| |
| {{P|Show Memos}} Choose to show memos by checking this box.
| |
| {{P|Show Notes}} Choose to show order notes by checking this box.
| |
| {{P|Show Outsource Return As}} Choose to show the returning as part on outsourced items by checking this box. Displaying the number/description combined column is required.
| |
| {{Tab|ADDRESS}}
| |
| {{P|Show Bill To Email}} Choose to show the bill to email on the bill to address by checking this box.
| |
| {{P|Show Bill To Fax}} Choose to show the bill to fax on the bill to address by checking this box.
| |
| {{P|Show Bill To Phone}} Choose to show the bill to phone on the bill to address by checking this box.
| |
| {{P|Show Company Address}} Choose to show your company address in the top-left corner of the report by checking this box.
| |
| {{P|Show Company Name}} Choose to show the company name at the top of the report by checking this box.
| |
| {{P|Show Country}} Choose to show the country on all addresses by checking this box.
| |
| {{P|Show Vendor Account Number}} Choose to show the vendors account number in the vendor address box by checking this box.
| |
| {{P|Show Vendor Name}} Choose to show the vendor contact by checking this box.
| |
| {{P|Use Vendor Name In Address}} Check this box to show the vendor name in the vendor address instead of the vendor contact.
| |
| {{Field Titles}}
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Purchase Order Summary==
| |
| {{Report Name|Purchase Order Summary}} This report lists parts on purchase orders by location group and either part number or purchase order number.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Apply Date Filter To}} Choose the date for the date range to look at. Options are: Scheduled Fulfillment Date, Date Created, Date Issued, Date Completed, or Date Last Changed.
| |
| {{P|Group By}} Choose whether to group by PO or by Part.
| |
| {{P|Show Qty}} Choose whether to show the Total, Remaining, or Received quantities.
| |
| {{P|Show Vendor}} Choose whether to show the vendor name or the vendor contact.
| |
| {{P|Class}} Choose a class to run the report for. Leave this field blank to run for all classes.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Report Title}} This allows the title of the report to be customized.
| |
| {{P|Date Range}} Choose a date range to run the report for. This correlates with the Apply Date Filter selection above.
| |
| {{P|Bid Request}} {{Toggle|purchase orders with this status}}
| |
| {{P|Closed Short}} {{Toggle|purchase orders with this status}}
| |
| {{P|Fulfilled}} {{Toggle|purchase orders with this status}}
| |
| {{P|Issued}} {{Toggle|purchase orders with this status}}
| |
| {{P|Partial}} {{Toggle|purchase orders with this status}}
| |
| {{P|Voided}} {{Toggle|purchase orders with this status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Cost}} {{Toggle|the purchase orders cost}}
| |
| {{P|Show Sales Orders}} {{Toggle|sales orders}}
| |
| {{P|Show Work Orders}} {{Toggle|work orders}}
| |
| {{Report Printer}}
| |
| | |
| ==Purchase Order Summary Export==
| |
| {{Report Name|Purchase Order Summary Export}} This report is formatted for exporting. It is too wide to be printed on standard paper. It includes a summary of purchase orders issued during the time window given. No taxes are included.
| |
| * This report is similar to the [[Advanced Reports#Purchase Order Summary|'''Purchase Order Summary''' report]], but in a wide format that exports nicely to Excel.
| |
| * The report has additional columns for '''Vendor SO''', '''Customer SO''', '''Buyer''', '''Class''', '''Location Group''', '''Qty Received''', and '''Qty Remaining'''. These are in addition to the '''Part''', '''Description''', '''Vendor''', '''Qty''' '''Ordered''', '''Unit Cost''', and '''Total Cost''' fields.
| |
| * The report can be saved in '''CSV''', '''XLS''', or various other formats by clicking the {{Button|Save}} in the {{Module|Reports}}.
| |
| * The exported report file can also be automated and emailed in the {{Module|Schedule}}.
| |
| {{Report Filters}}{{Tab|OPTIONAL}}
| |
| {{P|Apply Date Filter To}} Choose the date for the date range to look at. Options are: Item Date Scheduled, Order Date Created, Order Date Issued, Order Date Completed, Order Date Last Modified, Order Date Confirmed, and Order Date Scheduled.
| |
| {{P|Group By}} Choose whether to group by PO or by Part.
| |
| {{P|Show Qty}} Choose whether to show the Total, Remaining, or Received quantities.
| |
| {{P|Show Vendor}} Choose whether to show the vendor name or the vendor contact.
| |
| {{P|Class}} Choose a class to run the report for. Leave this field blank to run for all classes.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Report Title}} This allows the title of the report to be customized.
| |
| {{P|Date Range}} Choose a date range to run the report for. This correlates with the Apply Date Filter selection above.
| |
| {{P|Bid Request}} {{Toggle|purchase orders with this status}}
| |
| {{P|Closed Short}} {{Toggle|purchase orders with this status}}
| |
| {{P|Fulfilled}} {{Toggle|purchase orders with this status}}
| |
| {{P|Issued}} {{Toggle|purchase orders with this status}}
| |
| {{P|Partial}} {{Toggle|purchase orders with this status}}
| |
| {{P|Voided}} {{Toggle|purchase orders with this status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Cost}} {{Toggle|the purchase orders cost}}
| |
| {{P|Show Sales Orders}} {{Toggle|sales orders}}
| |
| {{P|Show Work Orders}} {{Toggle|work orders}}
| |
| {{Report Printer}}
| |
| | |
| =RECEIVING=
| |
| | |
| ==Receiving History==
| |
| {{Report Name|Receiving History}} This report generates a list of all receipts over a date range, filtered by location group, vendor, and/or part.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Group1}} Choose how to group first by choosing either Location Group or Class.
| |
| {{P|Group2}} Choose how to group second by choosing either Vendor or Part.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Cost}} Choose whether to have the cost on the report show as the Item Cost (billed cost from PO) or Landed Cost (cost after reconcile).
| |
| {{P|Class}} Choose a class to run the report for. Leave this field blank to run for all classes.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Date Received}} Choose a date range to run the report for. This date range looks at the DateReceived on the RECEIPTITEM table in the database, mean the date the item was received. Back dated receipts and partial receipts will show up correctly.
| |
| {{P|Include Misc Items}} {{Toggle|miscellaneous items}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Customer Receipts}} {{Toggle|customer returns (credit return sales orders)}}
| |
| {{P|Show Quantity Totals}} {{Toggle|the quantity totals}}
| |
| {{P|Show Vendor Receipts}} {{Toggle|vendor receipts (regular purchase order receipts)}}
| |
| {{Report Printer}}
| |
| | |
| ==Receiving List==
| |
| {{Report Name|Receiving List}} This report generates a list of items to be received for a specific order.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Receiving}} Select an order to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Include Item Barcode}} {{Toggle|the item barcode}}
| |
| {{P|Include Received Items}} {{Toggle|items that have already been received}}
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{Report Printer}}
| |
| | |
| ==Reconcile Report==
| |
| {{Report Name|Reconcile Report}} This report generates a list of POs that have been reconciled, and it displays the original cost, the billed cost, and the landed cost. If [[Currency|currency conversion]] is enabled, the costs can be displayed in the vendor's default currency.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|PO Number}} Select a Purchase Order number to run the report for. Leave this field blank to run for all Purchase Orders.
| |
| {{P|Part Number}} Choose a part number to run the report for. Leave this field blank to run for all parts.
| |
| {{P|Date Range}} Choose a date range to run the report for. This date range looks at the DateReconciled on the RECEIPTITEM table in the database, meaning the date the item was reconciled.
| |
| {{Hide/Show Tab}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| =RMA=
| |
| | |
| ==RMA Report==
| |
| {{Report Name|RMA Report}} This report generates a list of products being returned on a Return Merchandise Authorization ticket.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|RMA Number}} Select an RMA number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{Report Printer}}
| |
| | |
| ==RMA Summary==
| |
| {{Report Name|RMA Summary}} This report generates a summary of RMAs issued during the given date range. Taxes and shipping fees are not included.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Item Type}} Choose what return item types to show on the report: All, Credit, Replacement, Substitution, or Repair.
| |
| {{P|RMA Number}} Select an RMA number to run the report for. Leave this field blank to run for all RMAs.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Product Number}} Choose a product number to run the report for. Leave this field blank to run for all products.
| |
| {{P|Item Issue}} Enter the issue the part is being return for to search for items with that issue selected. Leave this field blank to run for all issues.
| |
| {{P|Date Range}} Select a date range to run the report for. This date range looks at the DateCreated in the RMA table of the database, meaning the date the RMA was created.
| |
| {{P|Order By Customer}} Choose to order the RMAs by customer by checking this checkbox.
| |
| {{P|Order Status Expired}} {{Toggle|orders that have a status of expired}}
| |
| {{P|Order Status Fulfilled}} {{Toggle|orders that have a status of fulfilled}}
| |
| {{P|Order Status Open}} {{Toggle|orders that have a status of opened}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show RMA Details}} {{Toggle|specific product details on the RMA listing}}
| |
| {{Report Printer}}
| |
| | |
| =SALES ORDER=
| |
| | |
| ==Compare Sales By Month==
| |
| {{Report Name|Compare Sales By Month}} This report generates a report to compare sales by month per item. This report includes products that are inventory, non-inventory, shipping, and service type products. The price listed is total price the product has been sold for on all orders in that date range. Sales tax is not included.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Last Month}} Select the first month date range to use in the comparison. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped. If you backdate the shipment, it will show up on that date. Partial shipments will show up as separate line items but all parts on the sales order will use the first date shipped.
| |
| {{P|This Month}} Select the second month date range to user in the comparison. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped. If you backdate the shipment, it will show up on that date. Partial shipments will show up as separate line items but all parts on the sales order will use the first date shipped.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Customer Purchase History==
| |
| {{Report Name|Customer Purchase History}} This report generates the purchase history for a customer or product in a given date range. Credit return orders are not included on this report. It also has options to include/exclude shipping and misc sales. Sales Tax is not included.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Group By}} Choose whether to group the report by Product or by Customer.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Apply Date Filter To}} Choose the date for the date range to look at. Below are the options and the corresponding field in the database.
| |
| ***'''Item Fulfillment Date'''=soitem.datescheduledfulfillment
| |
| ***'''SO Fulfillment Date'''=so.datefirstship
| |
| ***'''Date Created'''=so.datecreated
| |
| ***'''Date Issued'''=so.dateissued
| |
| ***'''Item Date Fulfilled'''=soitem.datelastfulfillment
| |
| ***'''SO Date Fulfilled'''=so.datecompleted
| |
| ***'''Date Last Changed'''=so.datelastmodified
| |
| {{P|Customer Group}} Choose a specific customer group to run the report for. Leave this field blank to run the report for all customer groups.
| |
| {{P|Product Tree}} Choose the product tree category to run the report for. Leave this field blank to run for all product trees.
| |
| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
| |
| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|Date Range}} Choose a date range to run the report for. This date range uses what is selected in the Apply Date Filter option above.
| |
| {{P|Closed Short}} {{Toggle|this order status}}
| |
| {{P|Estimate}} {{Toggle|this order status}}
| |
| {{P|Fulfilled}} {{Toggle|this order status}}
| |
| {{P|In Progress}} {{Toggle|this order status}}
| |
| {{P|Issued}} {{Toggle|this order status}}
| |
| {{P|Order By Customer}} Choose to order the report by customer by checking this checkbox. This option is used when the Group By dropdown on the Required tab is set to Product.
| |
| {{P|Show Misc Sales}} {{Toggle|miscellaneous sales}}
| |
| {{P|Show Shipping Items}} {{Toggle|shipping product items}}
| |
| {{P|Voided}} {{Toggle|this order status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Details}} {{Toggle|specific product or sales order details}}
| |
| {{Report Printer}}
| |
| | |
| ==Discount Summary==
| |
| {{Report Name|Discount Summary}} This report generates a list of all discount line items on fulfilled sales orders in the system, totaled and grouped by discount.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
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| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
| |
| {{P|Discount Name}} Enter the discount name to run the report for. Leave this field blank to run for all discounts.
| |
| {{P|Date Range}} Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, the date the discount line item was fulfilled on the sales order.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Detail}} {{Toggle|the specific order details per discount}}
| |
| {{Report Printer}}
| |
| | |
| ==Gross Sales By Product==
| |
| {{Report Name|Gross Sales By Product}} This report generates the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date. The last page of this report is a pie graph of the sales data. This report only displays inventory, non-inventory and service type products. Sales tax is not included.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Report Title}} The value in the field will replace the title of the report. To return to the original title, delete the contents of this field.
| |
| {{P|Parts To Show}} Enter the number of parts to show on the report.
| |
| {{P|Date Range}} Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
| |
| {{P|Include Returns}} Check this box to include credit return values.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Data}} Check this box to show a product summary at the top of the report.
| |
| {{P|Show Dollar Graphs}} Check this box to show graphs/charts based on dollars sold.
| |
| {{P|Show Quantity Graphs}} Check this box to show graphs/charts based on quantity sold.
| |
| {{P|Show Quantity Sold}} Check this box to show the qty column in the product summary.
| |
| {{P|Show Timestamp}} Check this box to show a timestamp in the footer.
| |
| {{P|Show Totals}} Check this box to show totals at the bottom of the product summary.
| |
| {{Report Printer}}
| |
| | |
| ==Gross Sales By Product Tree==
| |
| {{Report Name|Gross Sales By Product Tree}} This report displays gross sales for a specific product tree or all product tree nodes in a specified time frame. Returns product tree sales as a percentage of total sales and single product sales as a percentage of the respective tree the product belongs to. This report will only show products that are assigned a product tree category. Inventory, non-inventory, service and shipping type products will be displayed. Sales tax not included.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Tree}} Select the product tree category to run the report for. Leave this field blank to run for all product tree categories.
| |
| {{P|Date Range}} Choose a date range to run the report for. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped. If you backdate the shipment, it will show up on that date. Partial shipments will show up as separate line items but all parts on the sales order will use the first date shipped.
| |
| {{P|Include Credit Return Items}} {{Toggle|credit return items}}
| |
| {{P|Show Each Product Once}} Choose to only show a product once even if it is in the Product Tree multiple times.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Data}} {{Toggle|the data page}}
| |
| {{P|Show Graphs}} {{Toggle|the graphs page}}
| |
| {{Report Printer}}
| |
| | |
| ==Gross Sales By Salesperson==
| |
| {{Report Name|Gross Sales By Salesperson}} This report displays the gross sales per salesperson for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date. This report includes regular sales and credit returns in the total. Sales Tax not included.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Number To Show}} Enter the number of sales people to show on the report.
| |
| {{P|Date Range}} Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Data}} {{Toggle|the data page}}
| |
| {{P|Show Graphs}} {{Toggle|the graphs page}}
| |
| {{Report Printer}}
| |
| | |
| ==Inventory Allocated To Sales Orders==
| |
| {{Report Name|Inventory Allocated To Sales Orders}} This report generates a list of all inventory currently allocated to sales orders. Cost values are based on today's cost.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Costing Method}} Choose which costing method to use when running the report: Average Cost, Standard Cost, LIFO, FIFO.
| |
| {{P|Group By}} Choose how the report is grouped. Choose by SO or by Product.
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|Date Range}} Choose the date range to run the report for. The type of date used in the date range depends on what is selected in the Apply Date Filter selection.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Details}} {{Toggle|the specific SO or product details (depending on what option is selected in the Group By dropdown)}}
| |
| {{Report Printer}}
| |
| | |
| ==Margins By Sales Order==
| |
| {{Report Name|Margins By Sales Order}} This report generates a list of Sales Orders with price, cost and margins per order. This report has options to include/exclude shipping products and credit returns. Sales tax not included.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
| |
| {{P|Date Range}} Choose a date range to run the report for. he date range first looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item. If there are not any items with a fulfilled status on the order, the report looks at the Date Created on the SO table of the database, meaning the date the sales order was created.
| |
| {{P|Include Returns}} Choose to include/exclude credit return sales orders by checking/unchecking this checkbox.
| |
| {{P|Include Shipping}} Choose to include/exclude shipping type products on the sales orders by checking/unchecking this checkbox.
| |
| {{P|Show Closed Short}} {{Toggle|orders with this status}}
| |
| {{P|Show Details}} {{Toggle|the specific product details per sales order}}
| |
| {{P|Show Estimate}} {{Toggle|orders with this status}}
| |
| {{P|Show Fulfilled}} {{Toggle|orders with this status}}
| |
| {{P|Show In Progress}} {{Toggle|orders with this status}}
| |
| {{P|Show Issued}} {{Toggle|orders with this status}}
| |
| {{P|Show Voided}} {{Toggle|orders with this status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show COGS}} {{Toggle|the COGS information on the orders}}
| |
| {{P|Show Margins}} {{Toggle|the Margins columns}}
| |
| {{Report Printer}}
| |
| | |
| ==Margins Report==
| |
| {{Report Name|Margins Report}} This report generates a list of products on sales orders and their prices, costs and margins. This report does not include taxes. It also has options to include/exclude shipping and returns.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|Group By}} Choose whether to group the report by Product, by Product Tree or by Customer.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Tree}} Choose the product tree category to run the report for. Leave this field blank to run for all product trees.
| |
| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
| |
| {{P|Date Range}} Choose a date range to run the report for. This date range looks at the DateCreated on the POSTSOITEM table in the database, meaning the item on the sales order is fulfilled. Back dated shipments will show on the actual date shipped instead of the back dated date chosen when shipping the order. Partial shipments will show up on the separate dates each were fulfilled on.
| |
| {{P|Include Returns}} Choose to include/exclude credit return sales orders by checking/unchecking this checkbox.
| |
| {{P|Include Shipping}} Choose to include/exclude shipping type products on the sales orders by checking/unchecking this checkbox.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==MTD Sales==
| |
| {{Report Name|MTD Sales}} This report generates a graph of sales for the month and year of the date specified. Credit returns amounts are subtracted from the daily total.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Date}} Select a day in the month to run the report for. The specific day chosen does not affect the report, only the month and year are used. This date range looks at the DateCreated on the POSTSOITEM table in the database, meaning the item on the sales order is fulfilled. Back dated shipments will show on the actual date shipped instead of the back dated date chosen when shipping the order. Partial shipments will show up on the separate dates each were fulfilled on.
| |
| {{P|Report Title}} The value in the field will replace the title of the report. To return to the original title, delete the contents of this field.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Outstanding Items==
| |
| {{Report Name|Outstanding Items}} This report generates a list of sales orders with outstanding credit return items.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort the report by Customer or by Fulfillment Date.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Fulfillment Date}} Select the date range to find items on orders that have a fulfillment date in that range. This date range looks at the DateScheduledFulfillment on the SOITEM table the items fulfillment date on the order.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==POS Hourly Breakdown==
| |
| {{Report Name|POS Hourly Breakdown}} This report generates a list of all Sales made with Checkout and shows how many sales were made per hour in a given date range. Shows a graph of the average amount of sales per hour.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Date Range}} Enter a date range to run the report for. This date range looks at the Date Completed on the SO table of the database, meaning the date and time the order was completely fulfilled.
| |
| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Register Name}} Enter a register name to see sales made at that register. Leave this field blank to run for all registers.
| |
| {{P|Begin Work Day}} Enter the hour that begins the work day. Time formatting is not needed. Use 24 hour clock (military time).
| |
| {{P|End Work Day}} Enter the hour that ends the work day. Time formatting is not needed. Use 24 hour clock (military time).
| |
| {{P|1 Sunday}} {{Toggle|this day of the week}}
| |
| {{P|2 Monday}} {{Toggle|this day of the week}}
| |
| {{P|3 Tuesday}} {{Toggle|this day of the week}}
| |
| {{P|4 Wednesday}} {{Toggle|this day of the week}}
| |
| {{P|5 Thursday}} {{Toggle|this day of the week}}
| |
| {{P|6 Friday}} {{Toggle|this day of the week}}
| |
| {{P|7 Saturday}} {{Toggle|this day of the week}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==POS Receipt==
| |
| {{Report Name|POS Receipt}} This report generates a common 8.5 by 11 point of sale receipt for customers.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Display Seller}} Select whether to display the sellers name as their username, first name or full name.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Include Customer Part Numbers}} {{Toggle|customer part numbers}}
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{P|Show Bill To Email}} {{Toggle|the bill to email on the bill to address}}
| |
| {{P|Show Bill To Fax}} {{Toggle|the bill to fax on the bill to address}}
| |
| {{P|Show Bill To Phone Number}} {{Toggle|the bill to phone on the bill to address}}
| |
| {{P|Show Company Address}} {{Toggle|your company address in the top left hand corner of the report}}
| |
| {{P|Show Country}} {{Toggle|the country on all addresses}}
| |
| {{P|Show Items}} {{Toggle|the items on the order}}
| |
| {{P|Show Memos}} {{Toggle|memos}}
| |
| {{P|Show Revision}} {{Toggle|the revision number of the order}} The revision number is pulled from the {{ModuleTab|Sales Order|Details}}.
| |
| {{P|Show Status}} {{Toggle|the orders status under the report title}}
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Price Discrepancy==
| |
| {{Report Name|Price Discrepancy}} This report generates a list of all SO Items in the system that has a price different than the list price. List price means the product price from the product module.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
| |
| {{P|Date Range}} Choose a date range to run the report for. This date range looks at the Date Issued on the SO table, meaning the date the sales order is issued.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Pricing Rules==
| |
| {{Report Name|Pricing Rules}} This report generates a list of pricing rules set up in the system.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Pricing Name}} Enter the pricing rule name to run the report for. Leave this field blank to run for all pricing rules.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Products On Order==
| |
| {{Report Name|Products On Order}} This report generates a list of products that customers have on order.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|Date Due}} Choose a date range to run the report for. This date range looks at the Date Scheduled Fulfillment on the SOITEM table in the database, meaning it looks at the fulfillment date per line item on the sales order.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Receipt 2in==
| |
| {{Report Name|Receipt 2in|width=288}} This report generates a common 2in receipt for customers.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|SO Number}} Select the sales order number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Country}} {{Toggle|the country on the address}}
| |
| {{Report Printer}}
| |
| | |
| ==Receipt 3in==
| |
| {{Report Name|Receipt 3in}} This report generates a common 3in receipt for customers.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|SO Number}} Select the sales order number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Gift Receipt}} Choose to convert the receipt to a Gift Receipt by checking this checkbox.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Country}} {{Toggle|the country on the address}}
| |
| {{Report Printer}}
| |
| | |
| ==Returned Sales==
| |
| {{Report Name|Returned Sales}} This report generates a list of returned sales items by count for a specific date range.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|Date Range}} Choose a date range to run the report for. This date range looks at the DateCompleted on the SO table of the database, meaning the date and time the order was completely fulfilled.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Sales Backorder Report==
| |
| {{Report Name|Sales Backorder Report}} This report generates a list of SOs that are able to be fulfilled or on Backorder. The quantity shown is the quantity on hand without quantity in not available locations.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort by Part Number, Part Description, Customer, SO Number, Date To Fulfill, Quantity Needed or Quantity On Hand. Add additional sorts that apply in sequence by clicking on the green '''Add More Sorting Options''' button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
| |
| {{P|Date Range}} Choose a date range to run the report for. This date range looks at the DateScheduledFulfillment on the SOITEM table in the database, meaning it looks at the fulfillment date per line item on the sales order.
| |
| {{P|Estimate}} {{Toggle|orders with this status}}
| |
| {{P|In Progress}} {{Toggle|orders with this status}}
| |
| {{P|Issued}} {{Toggle|orders with this status}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Backorders Only}} Choose to only show orders with backorders by checking this checkbox. To show all orders, uncheck this checkbox.
| |
| {{P|Show PO For Short Items}} {{Toggle|the PO number for short items}}
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Sales By Count==
| |
| {{Report Name|Sales By Count}} This report generates a list of sales by count for orders that have items shipped during the date range specified.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Group By}} Choose whether to group the report by Location Group, by Class , by Sales Person or by Customer Group.
| |
| {{P|Sort By}} Choose whether to sort by Product Number, Product Description or Quantity. Add additional sorts that apply in sequence by clicking on the green '''Add More Sorting Options''' button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
| |
| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
| |
| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Customer Group}} Choose to run the report for a specific customer group. Leave this field blank to run for all customer groups.
| |
| {{P|Date Range}} Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Sales By Month==
| |
| {{Report Name|Sales By Month}} This report displays product sales broken out by month. This report does not include credit return sales. Sales Tax not included.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
| |
| {{P|Date Range}} Choose a date range to run the report for. This date range looks at the POSTDATE on the POSTSO table in the database, meaning when the shipment for the sales order is fulfilled. Back dated shipments will show correctly. Partial shipments will show up on the separate dates each were fulfilled on.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Sales Order Report==
| |
| {{Report Name|Sales Order Report}} This report generates a basic report for sales orders to be sent to customers. If [[Currency|currency conversion]] is enabled, the prices can be displayed in the alternate currency. The title displayed on the report can be [[Sales_Order#Module_Options_Custom_tab|customized]] for orders with an '''Estimate''' status.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|SO Number}} Select the sales order number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Show Payments}} Choose to show payments received for this order by checking this box.
| |
| {{P|Show Credit Card Number}} Choose to show the last 4 digits of the credit card number by checking this box. This option requires "Show Payments" to be checked.
| |
| {{P|Show Pay Online button}} If [[Payment_Gateway#Payment_links|payment links are enabled]], customers can click the '''Pay Online''' button at the bottom of the report to immediately pay for an order. The text on the button can also be customized on the '''Field Titles''' tab.
| |
| {{P|Show Tax Rate Name}} Choose to show the tax rate name in place of "Sales Tax" by checking this box.
| |
| {{P|Add Tax Integration Estimated Tax To Total}} This option will include the estimated tax in the total. An integration with a tax service is required.
| |
| {{P|Is Invoice}} When this checkbox is checked, the title of the report will be changed to "Invoice".
| |
| {{P|Show Barcode}} Choose to show the barcode on the report by checking this box.
| |
| {{P|Show Contact}} Choose to show the contact below the Ship To address by checking this box.
| |
| {{P|Show Memos}} Choose to show memos by checking this box.
| |
| {{P|Show Order Notes}} Choose to show order notes by checking this box. These notes are pulled from the Details tab of the Sales Order module.
| |
| {{P|Show Revision}} Choose to show the revision number of the order by checking this checkbox. This revision number is pulled from the Details tab of the Sales Order module.
| |
| {{P|Show Status}} Choose to show the order status under the report title by checking this box.
| |
| {{P|Show Totals}} Choose to show totals on the report by checking this box.
| |
| {{P|Display Seller}} Select whether to display the seller's name as their username, first name, or full name.
| |
| {{P|Logo Alignment}} Select whether your company logo is displayed above your address or to the left of your address.
| |
| {{P|Show Date}} Select what should be displayed in the Date field at the top right.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Include Customer Part Numbers}} Displays the customer part numbers when checked. Customer part numbers will be in parenthesis.
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| {{P|Show Line Item Notes}} Choose to show line item notes by checking this box.
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| {{P|Show Zero Price Items}} Choose to show items that have a $0 price by checking this box.
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| {{Tab|ADDRESS}}
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| {{P|Show Bill To Email}} Choose to show the Bill To email on the Bill To address by checking this box.
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| {{P|Show Bill To Fax}} Choose to show the Bill To fax on the Bill To address by checking this box.
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| {{P|Show Bill To Phone Number}} Choose to show the Bill To phone number on the Bill To address by checking this box.
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| {{P|Show Customer Name In Address}} With this option enabled, the customer name will be displayed instead of the customer contact.
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| {{P|Show Company Address}} Choose to show your company address in the top-left corner of the report by checking this box.
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| {{P|Show Company Name}} Choose to show the company name at the top of the report by checking this box.
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| {{P|Show Country}} Choose to show the country on all addresses by checking this box.
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| {{Tab|BOM}}
| |
| {{P|Show BOM On WO Items}} Choose to show the bill of materials of items being manufactured by checking this box. This option requires that the "Item Number and Description" combined column be displayed.
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| {{P|Show Description On WO Items}} Choose to show the description of raw goods by checking this box. This option requires that "Show BOM on WO Items" be checked.
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| {{P|Show Adjustment Amounts}} Choose to show the adjustment amounts for items with a BOM by checking this checkbox. This option requires that "Show BOM on WO Items" be checked.
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| {{P|Only Show BOM Price Adjustments}} Choose to show only items on the BOM that have price adjustments by checking this box. Uncheck this box to show all items. This option correlates with the "Show BOM on WO Items" checkbox.
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| {{anchor|Custom Fields}}
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| {{Tab|CUSTOM FIELDS}}
| |
| ::* The Sales Order Report can display up to 6 order custom fields and 3 line item custom fields. To see a custom field, open the '''Modify Report''' window and enable '''Show SO Custom Fields''' at the top and '''Display field''' for each field that should be displayed on the report.<br>[[File:Report Custom Fields.png]]
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| {{Field Titles}}
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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| | |
| ==Sales Order Summary==
| |
| {{Report Name|Sales Order Summary}} This report generates a summary of sales orders for the filters and date range specified. Include shipping and credit return type items. Sales Tax not included.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Ship To State/Province}} Select the Ship To state or province to include in the report, or select All.
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| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
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| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
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| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
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| {{P|Filter by SO Custom Field Number}} Filter orders based on a custom field, select the custom field and then type a value to filter by. Use '''%''' for wildcard searches. If the custom field is a checkbox, use '''true''' or '''false'''.
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| {{P|Apply Date Filter To}} Choose the date for the date range to look at: Scheduled Fulfillment Date, Date Created, Date Issued, SO Date Completed, Date Last Changed, or SO Item Date Fulfilled.
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| {{P|Date Range}} Choose a date range to run the report for. This date range uses the date selection made in the Apply Date Filter To dropdown.
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| {{P|Group By}} Choose whether to group the report by Location Group, Class, Sales Person, or Ship To State/Province.
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| {{P|Include Returns}} Check this box to include credit return values.
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| {{P|Order By Customer}} Choose to order the report by customer by checking this checkbox.
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| {{P|Show Historical Product Number}} When unchecked, items will show the current product name, even it was changed after the item was placed on the order.
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| {{P|Show SO Details}} Choose to show/hide specific product information on each sales order by checking/unchecking this checkbox.
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| {{P|Report Title}} The value in the field will replace the title of the report. To return to the original title, delete the contents of this field.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats. This information is also available in the [[#Sales Order Summary Export|'''Sales Order Summary Export''' report]].
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| {{Tab|CUSTOM FIELDS}} - The Sales Order Summary report can display 3 order custom fields. To see a custom field, open the '''Modify Report''' window and enable '''Display field''' for each field that should be displayed on the report.
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| {{Tab|SO STATUS}} - Choose which statuses to show/hide on the report by checking/unchecking the checkbox next to each status.
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| {{Hide/Show Tab|COLUMNS}}
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| {{Report Printer}}
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| | |
| ==Sales Order Summary Export==
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| {{Report Name|Sales Order Summary Export}} This report is formatted for exporting. It is too wide to be printed on standard paper. It includes a summary of sales orders issued during the time window given; no taxes are included.
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| * This report is similar to the [[#Sales Order Summary|'''Sales Order Summary''' report]], but in a wide format that exports nicely to Excel.
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| * The report has additional columns for '''Ordered Qty''', '''Shipped Qty''', and '''Remaining Qty'''. These are in addition to the '''Ordered Price''', '''Shipped Price''', and '''Remaining Price''' fields.
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| * The report can be saved in '''CSV''', '''XLS''', or various other formats by clicking the {{Button|Save}} in the {{Module|Reports}}.
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| * The exported report file can also be automated and emailed in the {{Module|Schedule}}.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Ship To State/Province}} Select the Ship To state or province to include in the report, or select All.
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| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
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| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
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| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
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| {{P|Filter by SO Custom Field Number}} Filter orders based on a custom field, select the custom field and then type a value to filter by. Use '''%''' for wildcard searches. If the custom field is a checkbox, use '''true''' or '''false'''.
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| {{P|Apply Date Filter To}} Choose the date for the date range to look at: Scheduled Fulfillment Date, Date Created, Date Issued, SO Date Completed, Date Last Changed, or SO Item Date Fulfilled.
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| {{P|Date Range}} Choose a date range to run the report for. This date range uses the date selection made in the Apply Date Filter To dropdown.
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| {{P|Group By}} Choose whether to group the report by Location Group, Class, Sales Person, or Ship To State/Province.
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| {{P|Include Returns}} Check this box to include credit return values.
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| {{P|Order By Customer}} Choose to order the report by customer by checking this checkbox.
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| {{P|Show Historical Product Number}} When unchecked, items will show the current product name, even it was changed after the item was placed on the order.
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| {{P|Show SO Details}} Choose to show/hide specific product information on each sales order by checking/unchecking this checkbox.
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| {{P|Report Title}} The value in the field will replace the title of the report. To return to the original title, delete the contents of this field.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Tab|CUSTOM FIELDS}} - The Sales Order Summary report can display 3 order custom fields. To see a custom field, open the '''Modify Report''' window and enable '''Display field''' for each field that should be displayed on the report.
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| {{Tab|SO STATUS}} - Choose which statuses to show/hide on the report by checking/unchecking the checkbox next to each status.
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| {{Hide/Show Tab|COLUMNS}}
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| {{Report Printer}}
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| ==Sales Order Taxes==
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| {{Report Name|Sales Order Taxes}} This report displays the tax rate and total tax on a list of sales orders.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Group By}} Choose whether to group the report by Location Group, by Customer or by Tax Rate Name.
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| {{P|Apply Date Filter To}} Choose the date for the date range to look at: SO Date Scheduled, SO Date Created, SO Date Issued, SO Date Completed, SO Date Last Modified, or SO Item Date Fulfilled.
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| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
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| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
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| {{P|Tax Rate}} Enter the tax rate name to run the report for. Leave this field blank to run for all tax rates.
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| {{P|Date Range}} Choose a date range to run the report for. This date looks at the DateIssued on the SO table in the database, meaning it looks at the date the sales order was issued.
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| {{P|Closed Short}} {{Toggle|orders with this status}}
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| {{P|Estimate}} {{Toggle|orders with this status}}
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| {{P|Fulfilled}} {{Toggle|orders with this status}}
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| {{P|In Progress}} {{Toggle|orders with this status}}
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| {{P|Include Line Item Tax}} Choose to include/exclude tax rates that were added as line items on the sales order by checking/unchecking this checkbox.
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| {{P|Issued}} {{Toggle|orders with this status}}
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| {{P|Voided}} {{Toggle|orders with this status}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.{{P|Show SO Line Items}} {{Toggle|product line items on the sales order}}
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| {{Report Printer}}
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| ==Sales Order Tracking==
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| {{Report Name|Sales Order Tracking}} This report generates a list of tracking values associated with items on a sales order.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Search Type}} Choose whether the Tracking Value field searches in Lot/Revision/Serial type tracking or Expiration tracking. When Lot/Revision/Serial is selected, use the Tracking Value field to filter the report by a specific lot number, revision level or serial number. When Expiration is selected, use the Tracking Date field to filter the report by a specific expiration date.
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| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
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| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
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| {{P|Tracking Value}} Enter the number/value to run the report for. This field correlates with the Search Type dropdown above; it is only used if Lot/Revision/Serial is selected. Leave this field blank to run for all.
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| {{P|Date Range}} Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
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| {{P|Tracking Date}} Enter the expiration date to filter the report by. This field correlates with the Search Type dropdown above; it is only used if Expiration is selected. Leave this field blank to run for all.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Sales Production Demand==
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| {{Report Name|Sales Production Demand}} This report shows the time and inventory demand generated by open sales orders.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Customer}} Choose a specific customer to run the report for. Leave this field blank to run for all customers.
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| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Date Range}} Choose the date range to use on the report.
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| {{P|Show Raw Goods}} {{Toggle|the raw goods}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Service Order==
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| {{Report Name|Service Order}} This report is similar to a sales order report with the addition of a section for service parts used on the order. If a product on the sales order has a $0 price, it will be placed in the '''Parts Used''' section.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|SO Number}} Select the sales order number to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Display Seller}} Select whether to display the sellers name as their username, first name or full name.
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| {{P|Show Date}} Select the date that should be displayed on the order. Options include '''Issued, Completed, Created, First Ship, Last Modified, Revision,''' and '''Today'''.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Include Customer Part Numbers}} {{Toggle|customer part numbers}}
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| {{P|Only Show BOM Price Adjustments}} Choose to show only items on the BOM that have price adjustments by checking this checkbox. Uncheck this checkbox to show all items. This option correlates with the Show BOM On WO Items checkbox.
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| {{P|Show Adjustment Amounts}} {{Toggle|the adjustment amounts for items with a BOM}} This option requires that '''Show BOM on WO Items''' be checked.
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| {{P|Show BOM On WO Items}} {{Toggle|the bill of materials of items being manufactured}}
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| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
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| {{P|Show Bill To Email}} {{Toggle|the bill to email on the bill to address}}
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| {{P|Show Bill To Fax}} {{Toggle|the bill to fax on the bill to address}}
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| {{P|Show Bill To Phone Number}} {{Toggle|the bill to phone on the bill to address}}
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| {{P|Show Company Address}} {{Toggle|your company address in the top left hand corner of the report}}
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| {{P|Show Country}} {{Toggle|the country on all addresses}}
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| {{P|Show Credit Card Number}} {{Toggle|the last 4 digits of the credit card number}} This option requires that '''Show Payments''' be checked.
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| {{P|Show Currency Totals}} {{Toggle|the totals in the order's currency}}
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| {{P|Show Description on WO Items}} {{Toggle|the description of raw goods}} This option requires that '''Show BOM on WO Items''' be checked.
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| {{P|Show Home Currency}} {{Toggle|the home currency rate for payments}}
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| {{P|Show Home Currency Totals}} {{Toggle|the totals in the home currency}}
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| {{P|Show Line Item Notes}} {{Toggle|line item notes}}
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| {{P|Show Memos}} {{Toggle|memos}}
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| {{P|Show Payments}} {{Toggle|payments received for this order}}
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| {{P|Show Products With Zero Dollar Value}} This option will add a section for service parts used on the order. If a product on the sales order has a $0 price, it will be placed in the '''Parts Used''' section.
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| {{P|Show Revision}} {{Toggle|the revision number of the order}} This revision number is pulled from the {{ModuleTab|Sales Order|Details}}.
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| {{P|Show Status}} {{Toggle|the orders status under the report title}}
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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| | |
| ==SO To PO Margin==
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| {{Report Name|SO To PO Margin}} This report displays the margins of Sales Orders where a Purchase Order is associated with a Sales Order. Sales Tax is included in the total Sale amount.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Sort By}} Choose whether to sort by SO, Customer, Sales Order Date, Sales Person, PO or PO Date. Add additional sorts that apply in sequence by clicking on the green '''Add More Sorting Options''' button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
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| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
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| {{P|SO Number}} Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
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| {{P|Date Range}} Choose a date range to run the report for. This date range looks at the DateCreated on the SO table in the database, meaning the date the sales order is created.
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| {{P|Closed Short}} {{Toggle|orders with this status}}
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| {{P|Estimate}} {{Toggle|orders with this status}}
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| {{P|Fulfilled}} {{Toggle|orders with this status}}
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| {{P|In Progress}} {{Toggle|orders with this status}}
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| {{P|Issued}} {{Toggle|orders with this status}}
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| {{P|Void}} {{Toggle|orders with this status}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==TPS Report==
| |
| {{Report Name|TPS Report}} This report generates a list of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date. T.P.S. stands for Total Product Sales.
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| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Date Range}} Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Include Cover Sheet}} {{Toggle|the cover sheet}}
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| {{Report Printer}}
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| ==Z Report==
| |
| {{Report Name|Z Report}} This report generates a list of all payments posted in Fishbowl for the date range specified.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Sort By}} Choose to sort by Date, Customer, Sales Order, or Salesperson.
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| {{P|Payment Method}} Choose which payment method to run the report for. Choose All for all types.
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| {{P|Sales Person}} Choose which sales person to run the report for. Leave this field blank to run for all sales people.
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| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
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| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
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| {{P|Customer}} Choose to run the report for a specific customer. Leave this field blank to run for all customers.
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| {{P|Register}} Enter a register name to see payments made at that register. Leave this field blank to run for all registers.
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| {{P|Date Range}} Enter a date range to run the report for. This date range looks at the DATETIME field on the POSTRANSACTION table in the database, meaning the date and time the payment was taken.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| =SHIP=
| |
| | |
| ==Bill Of Lading==
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| {{Report Name|Bill Of Lading}} This report prints out a Bill of Lading Form to be filled out when needed for shipping.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Shipping Number}} Enter the order number to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|3rd Party Address}} Address for the third party freight charges
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| {{P|3rd Party Address Line2}} Additional address line for the third party freight charges
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| {{P|3rd Party Address State Zip}} Enter the state and zip code for third party freight charges
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| {{P|3rd Party Country}} Enter the country for third party freight charges
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| {{P|3rd Party Name }} Enter the name for third party freight charges
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| {{P|Class}} Enter a class to display on the report
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| {{P|NMFC #}} Enter the NMFC # to display on the report
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| {{P|Pro Number}} Enter a pro number to display on the report
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| {{P|Report Title}} This allows the title of the report to be customized.
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| {{P|Serial Number(s)}} Enter any serial numbers to display on the report
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| {{P|Trailer Number}} Enter the trailer number to display on the report
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| {{P|Hazardous Materials}} If this checkbox is selected, an X will be displayed in the '''H.M.''' column
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show BOL Barcode}} {{Toggle|the barcode for the bill of lading number}}
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| {{P|Show Country}} {{Toggle|the country field}}
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| {{P|Show Pro Num Barcode}} {{Toggle|the barcode for pro number}}
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| {{P|Show Total Qty}} {{Toggle|the quantity field}}
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| {{P|Show Total Weight}} {{Toggle|the weight field}}
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| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
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| {{P|Show Country}} {{Toggle|the country on the Ship To addresses}}
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| {{Report Printer}}
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| | |
| ==Inventory Shipping Summary==
| |
| {{Report Name|Inventory Shipping Summary}} This report shows inventory that has been shipped within a specified date range.
| |
| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Carrier}} Enter a specific carrier name to run the report for. Leave this field blank to run the report for all carriers.
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| {{P|Customer}} Choose a specific customer to run the report for. Leave this field blank to run for all customers.
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| {{P|Product Number}} Choose a specific product to run the report for. Leave this field blank to run for all products.
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| {{P|Address}} Filter the report to only show shipments to a specific city, state, etc.
| |
| {{P|Date Range}} Enter a date range to run the report for. This date range looks at the date the order was shipped.
| |
| {{P|Show items with no state}} Allows orders to be displayed even if they are missing the State in the shipping address.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Packing List==
| |
| {{Report Name|Packing List}} This report prints out a Packing List for a selected order. This packing list includes backordered items.
| |
| {{Report Filters}}
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| {{Tab|REQUIRED}}
| |
| {{P|Shipping Number}} Enter the order number to run the report for.
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| {{Tab|OPTIONAL}}
| |
| {{P|Contact To Show}} Choose which contact to show on the report. The choices are Address Name or SO Contact.
| |
| {{P|Layout Format}} Choose which packing list layout to print. The choices are Standard, By Carton or By Location.
| |
| {{P|Logo Alignment}} Select whether your company logo is displayed above your address or to the left of your address.
| |
| {{P|Order Number}} Choose whether to show the Customer PO Number or the SO Number as the Order Number on the report.
| |
| {{P|Show Back Order Items}} Choose to show back order items are displayed by checking this box.
| |
| {{P|Show Kit Headers}} Choose to show the Kit products headers by checking this box.
| |
| {{P|Show Historical Qty Remaining}} Choose to show historical qty remaining by checking this box.
| |
| {{P|Show Total Qty}} Choose to show a total quantity column.
| |
| {{P|Show Tracking}} Choose to show part tracking information by checking this box.
| |
| {{P|Show Country}} Choose to show the country on the Ship To and Bill To addresses by checking this box.
| |
| {{P|Show Carton Info}} Choose to show the carton information by checking this box.
| |
| {{P|Show Delivery Signature}} Choose to show the delivery signature by checking this box.
| |
| {{P|Show Order Notes}} Choose to show the order notes by checking this box.
| |
| {{P|Blind Shipment}} Choose to hide The company logo, name, and address at the top of the report by checking this box.
| |
| {{P|Show Barcode}} Choose to show the barcode on the report by checking this box.
| |
| {{P|Show Company Name}} Choose to show the company name at the top of the report by checking this box.
| |
| {{P|Show Unique Ship Numbers}} Choose to show unique ship numbers (from partial shipping) by checking this box.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Tab|CUSTOM FIELDS}}
| |
| ::* The Packing List Report can display up to 6 order custom fields and 3 line item custom fields. To see a custom field, open the '''Modify Report''' window and enable '''Show SO Custom Fields''' at the top and '''Display field''' for each field that should be displayed on the report.<br>[[File:Report Custom Fields.png]]
| |
| {{Field Titles}}
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Shipment History==
| |
| {{Report Name|Shipment History}} This report generates a list of all shipments made in the specified time period.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort by Order Type, Order Num, Ship To, Order Date, Date Shipped or Carrier. Add additional sorts that apply in sequence by clicking on the green '''Add More Sorting Options''' button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
| |
| {{P|Carrier}} Enter a specific carrier name to run the report for. Leave this field blank to run the report for all carriers.
| |
| {{P|Report Title}} This option allows the title displayed at the top of the report to be customized.
| |
| {{P|Date Shipped}} Enter a date range to run the report for. This date range looks at the DateShipped on the SHIP table in the database, meaning the date the order was shipped. Back dated shipments show up correctly.
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| {{P|Issue Date}} Enter a date range to run the report for. This date range looks at the DateIssued on the PO, SO or XO tables in the database depending on which type of order you are shipping. This means, the date the order was issued.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Include Purchase Orders}} {{Toggle|purchase orders}}
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| {{P|Include Sales Orders}} {{Toggle|sales orders}}
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| {{P|Include Transfer Orders}} {{Toggle|transfer orders}}
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| {{Report Printer}}
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| | |
| ==Shipping Invoice==
| |
| {{Report Name|Shipping Invoice}} If the order has not yet been shipped, the report will display '''Proforma'''. Otherwise, the report displays shipped products and their prices. It also displays all other items, (discounts, subtotals, credits, etc.) that are fulfilled at the time of the shipment. This is especially useful for partial shipments because it allows the customer to be accurately invoiced for just the items that have shipped. For example, if a $100 order (2 items for $50) has a 10% discount, a $5 discount will be displayed on the first shipping invoice, and the remaining $5 will be applied when the second item ships. If [[Currency|currency conversion]] is enabled, the prices can be displayed in the alternate currency.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Shipping Number}} Enter a fulfilled order number to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Logo Alignment}} Select whether your company logo is displayed above your address or to the left of your address.
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| {{P|Order Number}} Choose whether to show the Customer PO Number or the SO Number as the Order Number on the report.
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| {{P|Show Pay Online button}} If [[Payment_Gateway#Payment_links|payment links are enabled]], customers can click the '''Pay Online''' button at the bottom of the report to immediately pay for an order. The text on the button can also be customized on the '''Field Titles''' tab.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Include Kits In Item Numbering}} Kits will not be included in line item numbering when this box is checked.
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| {{P|Show Carton Info}} Choose to show the carton information by checking this box.
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| {{P|Show Delivery Signature}} Choose to show the delivery signature by checking this box.
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| {{P|Show Note}} Choose to show the order notes by checking this box.
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| {{P|Show Barcode}} Choose to show the barcode on the report by checking this box.
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| {{P|Show Company Name}} Choose to show the company name at the top of the report by checking this box.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Bill To Email}} Choose to show the bill to email on the bill to address by checking this box.
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| {{P|Show Bill To Fax}} Choose to show the bill to fax on the bill to address by checking this box
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| {{P|Show Bill To Phone}} Choose to show the bill to phone on the bill to address by checking this box
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| {{P|Show Country}} Choose to show the country on the Ship To and Bill To addresses by checking this checkbox
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| {{P|Show Total Qty}} Choose to show the sum of the qty ordered column by checking this box
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| {{P|Show Totals}} Choose to show totals on the report by checking this box
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| {{Tab|CUSTOM FIELDS}}
| |
| ::* The Shipping Invoice report can display up to 6 order custom fields and 3 line item custom fields. To see a custom field, open the '''Modify Report''' window and enable '''Show SO Custom Fields''' at the top and '''Display field''' for each field that should be displayed on the report.<br>[[File:Report Custom Fields.png]]
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| {{Field Titles}}
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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| | |
| ==UPS High Value Report==
| |
| {{Report Name|UPS High Value Report}} This report prints out a UPS High Value Report if the UPS Setup has been completed, a quote has been accepted, and the shipment has a declared value over $1,000.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Shipping Number}} Enter the shipping number to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| =TRANSFER ORDER=
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| | |
| ==Transfer Order Report==
| |
| {{Report Name|Transfer Order Report}} This report prints a basic report for a transfer order. This report includes the items being transferred, location groups affected, addresses (if shipping type), type and status of the order.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|TO Number}} Enter the transfer order number to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Show Country}} {{Toggle|the country on the From: or To: addresses}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
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| {{P|Show Revision}} {{Toggle|the revision number of the order}} The revision number is pulled from the Details tab in the Transfer Order module.
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| {{Report Printer}}
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| ==Transfer Order Summary==
| |
| {{Report Name|Transfer Order Summary}} This report prints a summary of transfer orders during the date range given.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Apply Date Filter To}} Choose the date for the date range to look at: Fulfillment Date, Date Created, Date Issued, Date Fulfilled or Date Last Changed.
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| {{P|Group By}} Choose how the report is grouped. Choose by TO Number or by Part Number. (Choosing the Part Number option is only effective with the Show Details checkbox checked.)
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| {{P|Sort By}} Choose how to sort information on the report. Choose by Order Number, by From LG, by To LG, by Date Issued, by Status.
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| {{P|From Location Group}} Choose the location group to see that are listed on orders in the From location group. Leave this field blank to run for all.
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| {{P|To Location Group}} Choose the location group to see that are listed on orders in the To location group. Leave this field blank to run for all.
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| {{P|Date Range}} Choose the date range to see orders for. This correlates with the Apply Date Filter To option above.
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| {{P|Closed Short}} {{Toggle|orders with this status}}
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| {{P|Entered}} {{Toggle|orders with this status}}
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| {{P|Estimate}} {{Toggle|orders with this status}}
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| {{P|Fulfilled}} {{Toggle|orders with this status}}
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| {{P|In Progress}} {{Toggle|orders with this status}}
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| {{P|Issued}} {{Toggle|orders with this status}}
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| {{P|Partial}} {{Toggle|orders with this status}}
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| {{P|Picked}} {{Toggle|orders with this status}}
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| {{P|Picking}} {{Toggle|orders with this status}}
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| {{P|Request}} {{Toggle|orders with this status}}
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| {{P|Shipped}} {{Toggle|orders with this status}}
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| {{P|Voided}} {{Toggle|orders with this status}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Details}} {{Toggle|part or order details}}
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| {{P|Show Quantity Ordered}} {{Toggle|the quantity ordered}}
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| {{P|Show Quantity Remaining}} {{Toggle|the quantity remaining}}
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| {{P|Show Quantity Shipped}} {{Toggle|the quantity shipped}}
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| {{Report Printer}}
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| | |
| =USER=
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| | |
| ==User Access Rights==
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| {{Report Name|User Access Rights}} This report displays a list of access rights, per module, for a specified user.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|User}} Choose the user to see rights for.
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| {{Tab|OPTIONAL}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==User Login Log==
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| {{Report Name|User Login Log}} This report allows you to see a list of logins and logouts made by users in the Fishbowl system.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Sort By}} Choose to sort the results by Event Date or by Username. The Event Date option lists activity in order of time. The Username option groups activity by user.
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| {{P|User}} Choose a specific user to run the report for. Leave this dropdown blank to run the report for all users.
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| {{P|Date Range}} Choose the date range to see activity for. This date range looks at the EventDate on the USERLOG table in the database, meaning the date and time the user logged in or out.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| =VENDOR=
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| | |
| ==Part Vendor List==
| |
| {{Report Name|Part Vendor List}} This report lists all vendors who sell a part as well as the date and unit cost of the last purchase made.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Part}} Select the part to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Vendor Address==
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| {{Report Name|Vendor Address}} This report generates a list of vendors and all of their addresses.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Sort By}} Choose whether to sort by Name, Address, City, Zip Code, State, Country. Add additional sorts that apply in sequence by clicking on the green '''Add More Sorting Options''' button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Country}} {{Toggle|the country for each address}}
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| {{Report Printer}}
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| ==Vendor Address List==
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| {{Report Name|Vendor Address List}} This report generates a list of vendors with addresses and contacts of a specified type.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Address Type}} Choose the address type to run the report for. The choices are: Main Office, Home, Remit To, Bill To, Ship To.
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| {{P|Contact Type}} Choose the contact type to display on the report. The choices are: Home, Work, Mobile, Fax, Main, Email, Pager, Other, Web.
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| {{P|State}} Enter a state to run the report for. Leave this field blank to display all states.
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| {{P|Zip Code}} Enter a zip code to run the report for. Leave this field blank to display all zip codes.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Country}} {{Toggle|the country for each address}}
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| {{Report Printer}}
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| ==Vendor Backorder Report==
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| {{Report Name|Vendor Backorder Report}} This report generates a list of parts where the scheduled fulfillment date has passed. Filtered by vendor, part, and/or date range. Grouped by vendor, part, or PO number.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Group By}} Choose whether to group the report by Vendor, Part or PO Number.
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| {{Tab|OPTIONAL}}
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| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Date Range}} Choose the date range to pull information for. This date range looks the DateScheduledFulfillment on the POITEM table in the database, meaning the fulfillment date set per line item.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| ==Vendor Fulfillment History==
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| {{Report Name|Vendor Fulfillment History}} This report generates a part-by-part list of vendor fulfillments on purchase orders.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Group By}} Choose to group by Class or Location Group.
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| {{P|Sort By}} Choose whether to sort by Part Number or Part Description. Add additional sorts that apply in sequence by clicking on the green '''Add More Sorting Options''' button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
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| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
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| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
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| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Closed Short}} {{Toggle|orders with this status}}
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| {{P|Fulfilled}} {{Toggle|orders with this status}}
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| {{P|Partial}} {{Toggle|orders with this status}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Vendor Part List==
| |
| {{Report Name|Vendor Part List}} This report generates a list of all parts sold by a vendor as well as the date and unit cost of the last purchase made.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|Vendor}} Choose a specific vendor to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Vendor Performance Report==
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| {{Report Name|Vendor Performance Report}} This report generates a part-by-part list of vendor fulfillments on purchase orders received during a date range, vendor, and/or part. This report shows the date scheduled for receipt and the date actually received.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Apply Date Filter}} Choose Date Scheduled or Date Received.
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| {{P|Vendor}} Choose a specific vendor to run the report for. Leave this field blank to run for all vendors.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Date Range}} Choose the date range to pull information for. This date range looks at orders with scheduled or received dates in that range depending on what option is selected in the Apply Date Filter dropdown.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| =WORK ORDER=
| |
| | |
| ==Inventory Allocated To Work Orders==
| |
| {{Report Name|Inventory Allocated To Work Orders}} This report creates a list of all inventory currently allocated to outstanding work orders. Cost values are based on today's costs.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
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| {{P|Costing Method}} Choose the costing method to display part costs in on the report: Average Cost, Standard Cost, LIFO, FIFO.
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| {{P|Group By}} Choose whether to group by WO or Part.
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| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
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| {{P|WO Number}} Choose a specific WO Number to run the report for. Leaving it blank will run the report for all WOs.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Date Range}} Choose the date range to pull information for. This date range looks at the DateScheduled on the WO table of the database, meaning the date the work order is schedule for.
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| {{P|Building}} {{Toggle|orders with this status}}
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| {{P|Entered}} {{Toggle|orders with this status}}
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| {{P|Fulfilled}} {{Toggle|orders with this status}}
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| {{P|Issued}} {{Toggle|orders with this status}}
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| {{P|Show Disassemble}} {{Toggle|disassemble type manufacture order on the report}}
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| {{P|Show Maintenance}} {{Toggle|maintenance type manufacture orders}}
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| {{P|Show Manufacture}} {{Toggle|manufacture type manufacture orders}}
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| {{P|Show Repair}} {{Toggle|repair type manufacture order on the report}}
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| {{P|Show Service}} {{Toggle|service type manufacture order on the report}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Outstanding Work Orders==
| |
| {{Report Name|Outstanding Work Orders}} This report generates a list of all outstanding, past due, work orders along with their associated sales order number and customer (if any).
| |
| {{Report Filters}}
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| {{Tab|OPTIONAL}}
| |
| {{P|Sort}} Choose how to sort the information on the report: Location Group, WO Number, SO Number, Part Number, Start Date, Due Date or Customer.
| |
| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
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| {{P|Date Due}} Choose the date range to pull information for. This date range looks at the DateScheduled on the WO table of the database, meaning the date the work order is schedule for.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Production Yield==
| |
| {{Report Name|Production Yield}} This report shows a list of parts manufactured with the yield percentage per work order.
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| {{Report Filters}}
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| {{Tab|OPTIONAL}}
| |
| {{P|WO Number}} Enter a WO number to use on the report. Leave the field blank to run for all WOs.
| |
| {{P|Part Number}} Choose a specific part number to use on the report. Leave the field blank to run for all part numbers.
| |
| {{P|Date Range}} Choose the date range to use on the report.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{Report Printer}}
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| | |
| ==Work In Progress==
| |
| {{Report Name|Work In Progress}} This report generates a WIP summary of the quantity and value of all parts currently in manufacturing locations. Cost values are based on today's costs.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Costing Method}} Choose the costing method to run the report for.
| |
| {{P|Location Group}} Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
| |
| {{P|Location}} Choose a specific location to run the report for. Leave this field blank to run for all locations.
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Details}} {{Toggle|specific WO details}}
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| {{Report Printer}}
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| | |
| ==Work Order Consumption==
| |
| {{Report Name|Work Order Consumption}} This report generates a list of parts consumed of fulfilled work orders, within a date range.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
| |
| {{P|WO Number}} Enter a WO number to run the report for. Leave this field blank to run for all WOs.
| |
| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
| |
| {{P|Date Range}} Choose the date range to pull information for. This date range looks at the DateFinished on the WO table in the database, meaning the date the work order is finished/fulfilled.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Details}} {{Toggle|specific WO details}}
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| {{Report Printer}}
| |
| | |
| ==Work Order Cost==
| |
| {{Report Name|Work Order Cost}} This report displays the work order cost amounts and work order items. Costs of unfulfilled work orders are based on your database costing method. Fulfilled work order costs are your historical cost for the work order.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|WO Status}} Choose the status of WOs to display on the report: All, Fulfilled, Started, Issued or Entered.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Apply Date Range To}} Choose the date desired for the date range to look at for information: Date Scheduled, Date Started or Date Finished.
| |
| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
| |
| {{P|WO Number}} Choose a specific WO Number to run the report for. Leaving it blank will run the report for all WOs.
| |
| {{P|Date Range}} Choose the date range to pull information for. This date range looks at orders with dates in the option that is selected in the Apply Date Filter To dropdown.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Details}} {{Toggle|the BOM raw goods information}}
| |
| {{Report Printer}}
| |
| | |
| ==Work Order Flag==
| |
| {{Report Name|Work Order Flag}} This report generates a list of work orders that have been issued and not started. Use % for wild card search in the WO Number field.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Sort By}} Choose whether to sort by WO Number, Date Scheduled, or [[Calendar#Categories|Calendar Category]]. Add additional sorts that apply in sequence by clicking on the green '''Add More Sorting Options''' button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
| |
| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
| |
| {{P|WO Number}} Enter a WO number to run the report for. Leave this field blank to run for all WOs.
| |
| {{P|Add Header}} Enter text to display at the top of the report.
| |
| {{P|Calendar Category}} Choose to only show matching [[Calendar#Categories|calendar categories]]. The '''%''' symbol can be used as a wildcard for any characters. For example, entering '''%al%''' in the '''Calendar Category''' field would match '''Al'''abama, '''Al'''aska, C'''al'''ifornia.
| |
| {{P|Report Title}} Allows the '''Work Order Flag Report''' title at the top of the report to be replaced with custom text.
| |
| {{P|Date Range}} Choose the date range to pull information for. This date range looks at the DateScheduled on the WO table of the database, meaning the date the work order is schedule for.
| |
| {{P|Show Category}} Will show the name of the [[Calendar#Categories|calendar category]].
| |
| {{P|Show Category Color}} Will show the color of the [[Calendar#Categories|calendar category]] if '''Show Category''' is enabled.
| |
| {{P|Show Purchase Order}} Adds a '''PO''' column for associated purchase orders.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{Report Printer}}
| |
| | |
| ==Work Order Instructions==
| |
| {{Report Name|Work Order Instructions}} This report displays the [[Work_Order#General_tab|instructions]] for the selected work order. If the [[Bill_of_Materials#Module_Options_General_tab|Instruction name]] has been changed, the report name will also be updated. By default, many of the fields will be empty so that a blank report can be printed and filled in while completing the work order.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|WO Number}} Enter a WO number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Display Time}} This option will display the time next to the '''Scheduled Start''' and '''Scheduled Finish''' fields.
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Assigned Users}} This option will display a table at the top of the report that shows the [[Work_Order#General_tab|users assigned to the work order]].
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{P|Show Completed}} {{Toggle|the number of completed items}}
| |
| {{P|Show Details}} {{Toggle|the details of the instruction step}}
| |
| {{P|Show Status}} {{Toggle|the status of the instruction step}}
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Work Order Report==
| |
| {{Report Name|Work Order Report}} This report displays specific detailed information for a specified Work Order such as the customer, SO #, quantity used and quantity available in inventory.
| |
| {{Report Filters}}
| |
| {{Tab|REQUIRED}}
| |
| {{P|WO Number}} Enter a WO number to run the report for.
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
| |
| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
| |
| {{Hide/Show Tab}}
| |
| {{Report Printer}}
| |
| | |
| ==Work Order Summary==
| |
| {{Report Name|Work Order Summary}} This report displays a summary of work orders with their status, date scheduled, date started and date finished.
| |
| {{Report Filters}}
| |
| {{Tab|OPTIONAL}}
| |
| {{P|Apply Date Range To}} Choose the date desired for the date range to look at for information: Fulfillment Date, Date Created, Date Started, Date Completed or Date Last Changed.
| |
| {{P|Group By}} Choose to group by Location Group or [[Calendar#Categories|Calendar category]].
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| {{P|Search Part Type}} Choose Any, Finished Good, Raw Good or Repair. This correlates with the Part Number selection below. If you choose a part to run the report for, choose whether it’s a Finished Good, Raw Good or Repair type on the Work Order. This will then pull up all work orders with that part on it as the type that was chosen.
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| {{P|Class}} Select a class to run the report for. Leave this field blank to run for all classes.
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| {{P|Location Group}} Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
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| {{P|Part Number}} Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
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| {{P|Calendar Category}} Choose to only show matching [[Calendar#Categories|calendar categories]]. The '''%''' symbol can be used as a wildcard for any characters. For example, entering '''%al%''' in the '''Calendar Category''' field would match '''Al'''abama, '''Al'''aska, C'''al'''ifornia.
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| {{P|Report Title}} Allows the '''Work Order Summary''' title at the top of the report to be replaced with custom text.
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| {{P|Date Range}} Choose the date range to pull information for. This date range looks at orders with dates in the option that is selected in the Apply Date Filter To dropdown.
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| {{P|Entered}} {{Toggle|orders with this status}}
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| {{P|Fulfilled}} {{Toggle|orders with this status}}
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| {{P|Issued}} {{Toggle|orders with this status}}
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| {{P|Started}} {{Toggle|orders with this status}}
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show Category Color}} Will show the color of the [[Calendar#Categories|calendar category]] next to the name of the category.
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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| ==Work Order Traveler==
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| {{Report Name|Work Order Traveler}} This report displays a basic work order worksheet displaying the finished good(s), raw good(s) and quantity information.
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| {{Report Filters}}
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| {{Tab|REQUIRED}}
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| {{P|WO Number}} Enter a WO number to run the report for.
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| {{Tab|OPTIONAL}}
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| {{P|Report Title}} Allows the '''Work Order Traveler''' title at the top of the report to be replaced with custom text.
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| {{P|Display Time}} Displays the scheduled times next to the '''Scheduled Start''' and '''Scheduled Finish''' dates.
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| {{P|Format Report for Exporting}} Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
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| {{P|Show BOM Instructions}} {{Toggle|the bill of materials instructions}}
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| {{P|Show Barcode}} {{Toggle|the barcode on the report}}
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| {{P|Show Category}} Will show the name of the [[Calendar#Categories|calendar category]].
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| {{P|Show Category Color}} Will show the color of the [[Calendar#Categories|calendar category]] if '''Show Category''' is enabled.
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| {{Hide/Show Tab}}
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| {{Report Printer}}
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