Detailed Transaction Records [MIGRATED]

MIGRATED TO http://wavelet.asia/customer-portal/2011/02/28/detailed-transaction-records-by-customer/

Detailed Transaction Records shows all the transactions the customer has been involved with the user company.
  • Customer > Query / Report > Detailed Transaction Records
  • Search a Customer by clicking 'Select'.
  • Enter Date Range. Check Code Range and enter From and To (optional).
  • Select Branch(es).
  • Tick a Category Level 0-5 and select an item from the drop down list.
  • Click 'Generate Report Now'.

  • Click invoice number to view the invoice.
  • Report includes also includes Gross Profit = Price - Cost
  • Click on Printable Page 1 or 2 to print the report.

  • Users may set permissions for a particular user to view the transaction records is detailed:-
          SystemAdmin > Role Permissions > Customer > General Customer Module Permissions
  • Remember to select the particular user. 
  • Tick 'Permission to View Detailed Sales Records'.
  • Click 'Submit'.