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Item Reports

Item Reports

010379.gif010380.gif010381.gif010411.gif010382.gif010383.gif

 

Click the report 20235.jpg button in the Items register taskbar to create reports for items, price lists and labels.

 

Narrow down selection by entering criteria. If you leave the fields empty, all records will be included in the report. You can specify various criteria. They will be described in detail in follow-up.

Criteria for: Primary Category, Secondary Category and Subject Type also have multi select option possible. Also empty selection is possible:.

Example: generating Price List report for all Items that don't have Primary Category or/and Secondary Category.

 

Report Type On the right-hand side select a report type offering you specific criteria:

In addition you can set custom fields to further narrow down selection (for more information see Custom Fields).

20237.jpg

 

Report

 
  • Left-click the report icon to open a report type menu. It can also be accessed in the report form (see report list) and select a report.

  • You can also open report window by double-clicking a report.

  • Or, select a report and click the report button.




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000001.gif See Taskbar for a general description of its functions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Item
 		 Enter or select item ID (you can also use wildcard characters to set group of items).
Prim. Category
 

Set primary category for item.
Sec. Cat.
 

Set secondary category for item.
Name Enter or select name of item.
Supplier
 

Enter or select a primary supplier of item.
External ID
 

Enter item's external ID.
Currency
 

Set a code of currency for items in price lists. All prices will be converted in the set currency.

010414.gifDate

 

Set valid date for exchange rate list used in conversion. The exchange rate of the bank is used for price list .

010414.gifNo. of Levels		  

Set number of spec levels to be displayed. Setting 0 will include all levels.
Show Note

Check it, to include note to item.
Item Types
 

Check item type to include in the report.
Active
 		 Select status of items which will be included in the report:
  • All,
  • Active, or
  • Inactive
Report Type
 		 Select a report type.
External IDs When creating a report, you can set subject and ID.

 

 

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