|
The Items Inspector is a powerful reporting tool that will allow you to extract information from your data using a series of filters. The results can then be analysed on screen, on paper or exported to excel to allow you to define the exact layout of the report that you require.
Date Range
This will normally default to the range selected in Tools - Options - General. However you may edit this to any date range either by typing the date in or by using the calendar buttons.
Transaction Type
Select the transaction type that you wish to view. If you select despatch notes or invoices you will also be asked if you wish to include details of returns or credit notes.
Selections
These 3 buttons will allow you to filter your data by product, customer and/or your user defined codes (see Tools). Selecting any of these will take you to another screen to allow you to choose the definition that you require. To multi-select codes hold the CTRL key down and click the codes that you require. Once you have made your selection click on the 'Back' key.
Your selection will be displayed in the box on the right of the screen. When you are happy that it is correct, click on 'View Items' to display a list of the qualifying entries.
Report Options These selections will affect the layout of your report.
If you select 'Detailed' this option will display the full details of every entry that has been made within the criteria selected.
The 'Print/Preview' buttons will show the data in a pre-set format presented in landscape view.
Use the 'View Items' button to see all the information known about these entries e.g. user defined codes, prices etc. Use the arrow keys to scroll across the screen.
Individual entries may be inspected by drilling down.
To increase the size of the display use the 'Enlarge' button (next to the red cross) at the top of the screen. The results may then be printed/previewed in the normal way. This option will also allow you to 'Export' the full item details to Excel so that you can design your own layout.
'Show Description' will display the full entered description for each entry as well as the product name.
Use the 'Order By' button to determine the subtotalling on both layouts.
'Summary' - use this option to produce a one line summary by customer, date or product based on the selected filters.
'Standard' - this option introduces secondary subtotals to expand the summary layout.
'Monthly' - a summary sales report that shows the 12 months previous totals for either quantity or value using the desired filter and order selections.
For more help on Sales Order Processing call our Adviceline team on 01594 545022 or email us at support@farmplan.co.uk.
|
