Management Reports Screen

<Main Menu> <No Sale> <Management Reports>

The Management Reports screen is used to provide access to reports within Retail and Account Manager. Reports may be printed or viewed.

This screen may be navigated using your keyboard or mouse.

Note - The first time a report is selected the system will prompt you to choose a printer for the reports, select a printer from the displayed printer dialogue box and click OK. The selected printer will remain the default printer for all reports. When exiting the Management Reports screen the system will again ask you to select a default printer for printing till receipts, select the Receipt Printer from the list and click OK.

Selecting a Report

To select a report click the relevant field with your mouse and scroll through the list of reports by using the down arrow key on the keyboard.

Once the report has been highlighted press the return key on keyboard. There are a number of reports that require range values to be entered prior to report generation. Follow the on screen instructions to generate the required report.

Available Reports

• Account History - Provides a full sales history of each account including current balance.
• Basic Till Journal - Provides a limited journal of a selected Till.
• Barcode Labels - Provides the facility to print barcode labels for all stock held on the system.
• Cancelled Sales Items Scanned - Provides a list of cancelled sales where items have been scanned into the system.
• Cancelled Sale No Items Scanned Provides a list of cancelled sales where no items have been scanned into the system.
• Customer Details - This facility displays a report containing the full details of a customers account.
• Extended Till Journal - This report displays a comprehensive breakdown of all sales for the selected till using a start and end date, these dates are entered by the manager.
• Full Stock Report (By Supplier) - This report will provide a list of all products by Supplier and Dept Code with a cost summary by Supplier and for total suppliers.
• Purchase Order - This report will provide a detailed list of products details including suggested order qty that fall below the minimum stock quantity.
• Stock Levels - This report provides you with a detailed analysis of your stock levels that are below levels determined prior to report generation.
• Stock Take All Qty - This report provides you with a detailed analysis of your stock with a total cost price, which includes negative stock quantities.
• Stock Valuation - This report provides you with a detailed analysis of your stock with a total cost price, which does not include negative stock quantities.

• Stock Qty Sold For Given Period - This report provides you with a detailed analysis of stock sold to both invoice and normal sales between any give period. The manager is required to enter the start and end dates.

• Stock Qty Sold (By Account) For Given Period - This report provides you with a detailed analysis of stock sold to invoice between any give period. The manager is required to enter the start and end dates.
• Stock Qty Sold (By Non Account) For Given Period - This report provides you with a detailed analysis of stock sold by normal sales between any give period. The manager is required to enter the start and end dates.
• Stock Qty Sold (By Supplier) For Given Period - This report provides you with a detailed analysis of stock sold by each supplier between any give period. The manager is required to enter the start and end dates.
• Summary Monthly Sales Transactions (By Department) - This report provides you with a detailed analysis of all stock sold during a given month by department.
• Summary Monthly Sales Transactions (By Supplier) - This report provides you with a detailed analysis of all stock sold during a given month by supplier.
• Summary Stock Report By Supplier - This report provides you with a detailed analysis of all stock held on the system by supplier including sub totals by supplier and a total for the entire stock held.

Note - When viewing a report press the Esc key on the keyboard to return to the Managers Reports screen.