Tag: advance custom inquiry

  • Advanced Custom Inquiry in SapphireOne for Better Data Insights

    Advanced Custom Inquiry in SapphireOne for Better Data Insights

    SapphireOne ERP Accounting Software is a large-scale, modular solution designed to support both small and large businesses. It streamlines business processes and enables secure communication across internal departments and external systems. Using advanced analytics, SapphireOne provides real-time visibility into operations such as production, inventory management, and omnichannel order fulfilment.

    SapphireOne is modular by design, allowing employees to access only the modules required for their roles, while management retains full system visibility. This structure improves both operational efficiency and system security. The core modules include Accounts, Inventory, Job Projects, Assets, Payroll/HR, Management, Utilities, and Workbook.

    Advanced Custom Inquiry in SapphireOne

    Each SapphireOne module includes a Custom Inquiry feature that allows users to personalise how data is displayed. The Advanced Custom Inquiry enhancement extends this capability by allowing related data to be viewed together on a single screen.

    Previously, users could customise list views (for example, displaying the last 50 vendor purchases with preferred columns), but needed to drill into individual records to see related details such as product lines. With Advanced Custom Inquiry, related records can now be displayed in a lower panel of the inquiry screen.

    This allows users to:

    • View related inventory lines, quantities, and totals alongside transactions
    • Analyse multiple records at once without drilling down
    • Access deeper insights faster from a single inquiry screen

    For example, product details for one or many vendor purchases can be reviewed instantly within the same inquiry view.

    Faster Inventory Visibility from a Single Screen

    SapphireOne tracks a business’s resources across inventory, purchasing, payroll, cash flow, and customer orders at both departmental and company-wide levels. Its inventory management capabilities include reporting, tracking, processes, and intelligent stock location support for picking and packing.

    With Advanced Custom Inquiry, users can:

    • View favourite inventory data in real time
    • Analyse operational data without switching screens
    • Make faster, more informed decisions

    This single-screen visibility significantly improves efficiency and planning accuracy.

    Product Classification and Inventory Analysis

    Advanced Custom Inquiry enables flexible classification and grouping of inventory items, making analysis easier and more effective.

    Key outcomes include:

    • End-to-end real-time visibility
    • Improved analysis and operational control
    • Optimised inventory levels

    This flexibility supports better forecasting, purchasing, and stock management decisions.

    Accurate Inventory Validation and Control

    Advanced Custom Inquiry helps reconcile physical inventory with system-recorded data, making it easier to identify variances and perform adjustments.

    Benefits include:

    • Faster validation of stock levels
    • Improved accuracy of inventory records
    • Reduced time spent investigating discrepancies

    This delivers a more reliable and up-to-date view of inventory positions.

    Warehouse and Logistics Insight

    Effective inventory analysis is critical to ensuring sufficient stock is available to meet customer and operational demands. Advanced Custom Inquiry supports this by enabling multiple inventory analysis methods from within a single interface.

    Businesses can:

    • Analyse inventory requirements using different methods
    • Maintain optimal stock levels
    • Improve service levels while reducing holding costs

    This supports disciplined warehouse and logistics management.

    Inventory Planning with MRP and Advanced Custom Inquiry

    SapphireOne’s Material Requirements Planning (MRP) functionality works in conjunction with Advanced Custom Inquiry to support accurate inventory planning.

    MRP forecasts can be:

    • Driven by sales orders and purchase orders
    • Calculated automatically or adjusted manually
    • Managed as dependent or independent forecasts

    Using Advanced Custom Inquiry, users can analyse inventory behaviour more effectively, improving the quality of MRP planning and purchasing decisions.

    Module Coverage for Advanced Custom Inquiry

    Advanced Custom Inquiry is available across all SapphireOne modules, including:

    • Accounts – receivables, payables, general ledger inquiries
    • Inventory – sales, purchases, inventory, manager, POS
    • Job Projects – costs, resources, inventory, job projects
    • Assets – inquiries, transactions, reports, history
    • Payroll/HR – payroll, reports, administration, rosters, history
    • Utilities – history, controls
    • Workbook – general, workbook, workbook 2

    Advanced Custom Inquiry brings powerful, real-time data analysis directly to users’ fingertips, enabling faster insights, better decisions, and greater control across every area of the business.