Commercial records
The Commercial records report provides an insight into statutory trade records (TD, TDr and TS forms). All transactions at the selected warehouse are listed on the form: takeovers, issues, transfers, documents for changes in the sales price, etc.
In this chapter, we will present an example of using the commercial records report feature. The feature is located in the Reports module, in the Invoices issued report submodule.
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CASE SUMMARY
The person responsible wants to print commercial records for retail sales. They want to prepare a monthly report, in which they want to cover all types of documents that have been created for the retail warehouse and on which type B and type G items are recorded.
- Determining criteria for the preparation of the report
- Previewing and printing the report
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1. Determining criteria for the preparation of the report
The person responsible opens the report preparation form by clicking on the Reports module in the menu and then opens the Invoices issued report submodule. In the Type of overview field, located in the header of the document, they choose Commercial records.
From the drop-down list in the Warehouse field, the person responsible chooses Warehouse retail.
In the Item type field, from the drop-down list, they choose B - Purchased goods and G - Goods package.
They must now determine the time period for which they want to prepare the report. In the Date from and Date to fields, they determine the time period: from January 4, 2022 to April 30, 2022.
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HINT
If no criteria is specified in the document header, the program automatically displays all existing documents on the printout.
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The program updates the data in the list so that it meets the entered criteria.
2. Previewing and printing of the report
The person responsible wants to preview the document with the selected criteria.
For this purpose, they click on the 
(Preview) button. The program opens a preview of the document from the right side of the window.
At the end, the person responsible wants to print the report. For this purpose,, they click on the Print button, which is located in the upper right corner. Various formats of printouts are available.
They choose the desired format from the list. In this case, they person responsible chooses 18A - Record on Retail Sales and Purchase Goods from the drop-down list.
