Report Name
| Step By Step Guide
| Description / Usage / Benefits
|
Invoice item Discount Summary
| 1. Select a 'Branch' or 'All Branches'
2. Enter a Date Range
| This report will list all the discount that has been given to the customer. The report will show the description of the discount, the number of discount and 3 amounts:
- Standard Amount - the sale price
- Discounted Amount - the price that the customer pays
- Discount - amount that is deducted from the sale price
|
Historical Stock Balance By Article
| 1. Select an Inventory Location or 'All'
2. Enter a Date (the stock balance will be generated as this date)
3. Enter the Code Range (optional, tick the check box to select)
4. Select the Category 0-5 (optional, tick on the respective check box to select)
5. Group By - how the users want the list to be ordered (select from Extended Category 1-5)
6. Select a Pricing:
- Wholesale/Sale
- Retail/List
| From this report, users will be able to know the stock balance of each sizes for each article.
The articles will be group by the selected category. The system will also calculate the total quantity for each category.
|
Stock Adjustment By Liquidation
| 1. Select an Inventory Location
2. Select an Item Code - Source Item Code/Target Item Code
3. Enter Item Code range
4. Enter Date Range
5. Select Sort By - Date/Item Code/Remarks (how the users want the list to be ordered)
| This report shows all the liquidation process that have occurred. It records the location where the liquidation take place, item code, liquidation code, old price, new price, price difference and the quantity of the liquidation.
|
Stock Adjustment By Difference in PO (from uploaded data to PO)
| 1. Select an Inventory Location
2. Enter the Item Code range
3. Enter the Date range
4. Select Sort By - Date/Item Code/Remarks (how the users want the list to be ordered)
| This list only shows the items whose imported purchase order wholesale price is different from item wholesale price. The list will show the date of the PO, item code, the difference between the system price and the uploaded price.
|
Sales Return - Output File RM63
| | |
Wholesale Sales by Price Point
| 1. Select Branch
2. Enter a Date Range
3. Select the Category 0-5 (optional, tick on the respective check box to select)
4. Select a Customer Account (optional, only if the users want to view the report of a specific customer)
| From this report, users will know the quantity of items sold for each price. This is useful for users whose items price are standardize as they are able to know the sales performance based on this report.
|
Top Dealers Report
| 1. Select a Branch
2. Enter the From and To Date
| This report records the sales transactions of the customer. The list is sort according to the Invoice Amount. The customer with the highest Invoice Amount will be at the top of the report, the lowest at the bottom. The report list the invoice count, item quantity, invoice amount, sales return count, sales return quantity, sales return amount and the net sales amount.
|
Article Stock Movement Report
| 1. Select an Inventory Location or 'All'
2. Enter the From and To Date
3. Enter the Code Range (optional, tick the check box to select)
4. Select the Category 0-5 (optional, tick on the respective check box to select)
5. Select a Pricing
- Wholesale/Sale
- Retail/List
6. Group By - how the users want the list to be ordered (select from Extended Category 1-5) | This report records the transaction of articles in and out the Inventory. The quantity and amount of sales, sales return, trade in, purchase, purchase return, adjustment, transfer in and transfer out will be listed in a lump sum. The details of each sizes for each article are not available. The printable layout allows the users to view only on the article stock in or article stock out report.
|
Stock Adjustment By Markdown
| 1. Select Location
2. Enter Item Code (optional)
3. Enter Date
4. Sort By is referring to the order of the list (Date/Item Code/Remarks) | This report is generated based on the uploaded data.
From this report, user will know the item code, original price,
markdown price, difference between the two prices, quantity and the
total difference amount.
|
Stock Adjustment By Difference in GRN (during receiving)
| 1. Select Location
2. Enter Item Code (optional)
3. Enter Date
4. Sort By - how the users want the list to be ordered | This report only list the item whose imported purchase order wholesale price is different from item wholesale price when GRN is being created. The report will show the item code, system wholesale price and purchase order wholesale price.
|
Auto-Generated Closing Report
| 1. Select a PC Center
2. Enter the From and To Week
3. Enter the last closing stock balance in quantity and amount
4. Enter the last closing sales amount
5. Select Inventory Location
6. Select Branch
7. Enter Date Range
8. Select Cashbook
9. Select GL Category
| This report minimizes the users work in doing the closing report of the business. It is up to user choice on whether to generate it every week or every month. Users will find this report useful as every time users generate this report, the other related report will also be generated. Users do not need to generate each of report individually.
|
Wholesale Sales By Category
| 1. Select Branch
2. Enter a Date Range
3. Group By is how the users want the list to be ordered (the level refers to the Extended Category)
| From this report, the category listed will based on the selected level. Users will be able to know the total quantity sold and total sales amount for each category.
|
Dispatch Report
| 1. Enter Inventory Location From
2. Enter Inventory Location To
3. Select In/Out Qty
4. Enter a Date Range
5. Select a State - Sent Out/Received
| This report is used to view on the progress of the stock transfer between Inventory Locations. Users will know which stock has been sent out, which stock has been received, the quantity and total value of the respective stock.
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