Print/View Reports Menu |
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Overview... Inventory Reports... Customer Reports... Online Reports... Labels & Cards... |
Overview |
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There are a number of report options which are common for most SELLmatix Reports except for the Labels and Cards.
Depending on the report, a dialog allowing you to select Report options will appear similar to the following:- In the majority of cases, the report will be generated using data stored on the computer where the report is run. However you can also run reports using data sourced from other systems connected through Connection Manager. If you wish to run a report using another system, select the system you want to supply the data from the "Source Data From" list. Sourcing data from another machine takes longer, because for each line on the report, Control has to send a request to the remote machine and await a response. If the other machine is on your local LAN, then it is almost as fast as sourcing the data from the machine you are using. But if the other computer is in another country connected by a slow dial-up connection, then it will take longer. Often there will be other criteria you can use to determine what information will be shown, but this varies based on the type of report. You choose to have the report display in a window on the screen or printed.
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Inventory Reports |
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Product ListingThis report is the inventory master list. You can select a department so that only products in that department will be printed, or you can print the products in all departments. |
Department ListingThis report is the department master listing. All departments are shown in this report. |
Stock Reorder ReportThis report shows items where the Quantity of available Stock on Hand is less than the reorder level.Available stock is defined as the quantity of Stock on Hand less the quantity allocated. Allocated stock occurs in a restaurant where an item is ordered and taken to a table, however the sale is not yet finalised. This report can be restricted to a single department, or you can print items needing to be reordered from all departments.
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Stock Sales ReportThe stock sales report shows item sales within a selectable period.Not all selection criteria need to be entered, however you do need to select the year. A wildcard (*) means anything within that selection criteria. For example, selecting "*" in the month would select all months within the year or in other words, the entire year. If the year selected was the current year, then the report would show year to date figures. Selecting "*" in the day would mean all days within the month selected. To select a day, you must also select a month. The dates and times used in this report are based on when the sale was processed according to the system clock of the terminal where the sale was processed.
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Stock On HandThis report shows the quantity of stock on hand. You can select a department so that only products in that department will be printed, or you can print the products in all departments. |
Stocktake Variance ReportThis report shows stocktake variances when a stocktake has been performed. The report shows the date, time terminal, Clerk and details of the adjustment performed. |
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Customer Reports |
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Customer ListingThis report is the customer master list. This report is a detailed listing of customer details. |
Customer BalancesThis report is the customer account balances. |
Customer TransactionsThis report shows customer the transaction listing for a customer.
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Online Reports |
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X-Z ReadsThis report shows an X-Read for one of the terminals connected to the system, or if "This Computer" is selected, the total for all lower level terminals. |
Remote Order ManagerThis report shows what is in Order Manager on a remote system. While you could run this report using data from "This Computer", it would be quite pointless to do so, since order manager must be displayed anyhow to produce this information. |
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Label/Card Menu |
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Links on this Page
Print Shelf Labels... |
Print Shelf Labels |
When this option is selected, a Dialog Box appears allowing you to choose various options for printing shelf labels. The following label printing options are available:-
Select Label Format
Department Printing
Print
When you have made the appropriate selections, a Dialog Box will appear reminding you to insert the correct paper in the printer.
Some label stationery must be inserted into the printer correctly, otherwise there will be print alignment problems. If you are unsure about which way the paper should be inserted, you can print one page until you are sure that you have the paper aligned correctly.
Skip the First XX label positions When printing labels for an entire store or department, it is likely that a large number of pages will be printed, and if there is a paper jam part way through fixing the problem may be difficult. For this reason, SELLmatix Control prints every page as a separate document. Following this reminder, you are able to select the printer and the desires pages you want printed. When printing is completed, you may wish to reset the label flags on products printed, to stop reprinting. |
Reset Label Flags |
When this option is selected, the above Dialog Box appears, allowing you to "reset" label flags on products. This allows you to reset printed labels so as to stop reprinting. The options in this dialog are:-
All Label Flags
Price Increased Flags
Price Decreased Flags
Label Required Flags
From Department
To Flag type When the options are selected, a sentence will appear in the "The following process will take place when "OK" is clicked." box. This explains in plain English exactly what will happen when you click OK. |
Print Product Labels |
When this option is selected, the following dialog is displayed:-
Some label stationery must be inserted into the printer correctly, otherwise there will be print alignment problems. If you are unsure about which way the paper should be inserted, you can print one page until you are sure that you have the paper aligned correctly.
Skip the First XX label positions When printing labels for an entire store or department, it is likely that a large number of pages will be printed, and if there is a paper jam part way through fixing the problem may be difficult. For this reason, SELLmatix Control prints every page as a separate document. Following this reminder, you are able to select the printer and the desires pages you want printed. When printing is completed, you may wish to reset the label flags on products printed, to stop reprinting. |
Print Customer Cards |
When this option is selected, the above Dialog Box appears allowing you to choose various options for printing Customer Cards. Customer cards usually contain a barcode, which contains the customer's account number with the store. This allows the correct customer to be selected easily at the Point of Sale reducing keying errors and making transaction processing faster. The following label printing options are available:-
Customer Card format
Select Customer When you select the appropriate details and click OK to continue the following Dialog is displayed.
Some label stationery must be inserted into the printer correctly, otherwise there will be print alignment problems. If you are unsure about which way the paper should be inserted, you can print one page until you are sure that you have the paper aligned correctly.
Skip the First XX label positions |
Print Clerk Cards |
When this option is selected, the following Dialog Box appears allowing you to choose
various options for printing Clerk Cards. Clerk cards usually contain a
barcode, which contains the Clerk's login code. This allows the clerk to
login easily and makes transaction processing faster. The following printing
options are available:-
Clerk Card format
Select Clerk When you select the appropriate details and click OK to continue the following Dialog is displayed.
Some label stationery must be inserted into the printer correctly, otherwise there will be print alignment problems. If you are unsure about which way the paper should be inserted, you can print one page until you are sure that you have the paper aligned correctly.
Skip the First XX label positions |