Item Price List Report

From Fishbowl Drive

The Item Price List report displays information about each sale item and its price. In addition to the Reports module, you can access this report in the Items module. Click on an item, and then click the More Icon Button.png More button in the action bar. Click Show Report to bring up three options. Select Item Price List, and it will generate a report for the sale item you clicked on.

←Back to list of reports
Report-Item Price List.png

This report initially has the following column headers:

  • Sale Item - The name of each sale item in the Items module.
  • Description - The description of a sale item from the Items module.
  • Price - The price charged to customers for each unit of a sale item.

By default, you will see all sale items on the report. But you can narrow down the results to a single item by using the Optional features on the right of the report.

Optional

These are the Optional fields that you can use to modify the report:

  • Group By - An option that enables you to group the information in this report by the following criterion:
    • Tags - Click this checkbox to organize all sale items under the tag(s) they have attached to them. Sale items that don’t have any tags will be included under the No Tag header.
  • Tag - A dropdown menu to select tags to include on the report. You can select as many tags as you like. Unfortunately, this field doesn’t appear to affect this report right now. But this will likely be fixed in the future. After you click on an existing tag, you can create a new tag by entering its name in the textbox and hitting Enter or clicking the + Add option. No wizard will pop up. The new tag will simply appear on the list.
  • Sale Item - A dropdown menu to select a sale item from the list of ones you created in the Items module under the Materials module group. You can’t create a new sale item from here, nor can you select more than one.
  • Show SKU - A checkbox that adds a column in between Description and Price. This column displays each sale item’s stock-keeping unit number, if available.
  • Show UPC - A checkbox that adds a column in between SKU and Price. This column displays each sale item’s universal product code, if available.

To select all of the status fields at once, click the Select All Optional checkbox. The Select All Optional checkbox won’t affect either of the dropdown menus you see under the Optional header. Those will have to be updated manually. To search for an option in a dropdown menu, click in that field and begin entering text. It will show all options that have that text in them.

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