Inventory Unit Demand Report Overview
The Unit Demand Report within SapphireOne Inventory Mode provides an overview of all inventory items that have been purchased or sold within a selected Period.
For this report to function correctly selections must be made from the options menu. There are a number of standard reports already built into SapphireOne, or the user may make their own customised report.
When the Unit Demand Report is selected from the Inventory Reports Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.
The user can select from the Print Destination, Report Type and Report Sort Order drop-down menus to determine their preferred report layout. Reports are created using a combination of the selected metrics.
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.
You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.
As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.
Dictation and Speech to Text Procedure
This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.
Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line. The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver.
Unit Demand Report Print Destination Menu
The Print Destination Menu allows the user to choose the destination for the Report, and select from the options Printer, Custom Report, Quick Report and Labels.
|Printer||Tells SapphireOne to send the report straight to the Printer.|
|Custom Report||This allows the user to create a custom designed report. Once selected SapphireOne will use this option on the Print Destination menu.|
|Quick Report||Selecting this option will open the Sapphire Quick Report function.|
|Labels||Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on a sheet or roll.|
|CSV||Selecting this option will open the report in CSV format.|
Report Type Menu
The Inventory Type Menu allows the user to select if they would like to report on Base Inventory or Location Inventory.
|Sales||This generates a Sales report.|
|Purchases by Vendor||This generates a purchases by vendor report.|
Report Sort Order Menu
The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:
|No Sort||This will not apply any additional data sorting.|
|By Inventory ID||This will sort the order of the data by Inventory ID.|
|By Inventory Class||This will sort the order of the data by Inventory Class.|
|By Client||This will sort the order of the data by Inventory Client.|
|By Location||This will sort the order of the report by Inventory Location.|
|By Rep||This will sort the order of the data by the sales representative.|
|By Rep By Client||This will sort the order of the report by the sales representative then by Client.|
|By Client Class||This will sort the order of the report by Client Class.|
Selecting the button gives the user the ability to customise the report even further.
The SapphireOne Unit Demand report is set by default to a Mode of Periods and a Report On in Units. For this report two columns are selected with the first column displaying the Current Period, the second the Year to Date YTD. Up to 12 columns of data is catered for and all periods in the data file from 1 through to 30.
In order to customise the report further SapphireOne provides the following options.
- Mode – This dropdown menu allows the Report to be based on by Periods, by Projects, by Tasks, by Location or by Project Class.
- Report On – This allows the report on each item in the inventory by Unit or quantity, by the dollar Cost or by the items Weight. For the report to work correctly the Cost and Weight of the inventory must already be entered on all item that the report is to be run on.
- Presets – There are three pre-sets that may be used, the Last 12 months, MTD and YTD as well as MTD, YTS + Last. If these are used, SapphireOne will initially determine the number of columns to be printed
- Saved Reports – If there are no reports currently saved SapphireOne will only offer to add your new report. Once reports are saved SapphireOne will add them to this drop-down menu.
- Num of Columns – For the Number of columns, SapphireOne will initially elect to print a certain number of columns but this may be overridden by using this drop-down menu.
- Header – SapphireOne will enter header names for the columns as it sees fit. The user may alter these by clicking in them and entering in any name they want. The user should also be aware that too long a name may cause printing problems in the report so all user entered header names should be checked.
- Year – This dropdown menu allows the user to draw data from up to 5 years ago by making the appropriate selection. The available options are current, last, 2 years ago, 3 years ago, 4 years ago and 5 year ago.
- Include Backorders Checkbox – When this checkbox is selected, all back orders will be included in the report.
- Include Build Checkbox – When this checkbox is selected, SapphireOne will include built item in the report.
- Include Any Inventory – When this checkbox is selected, SapphireOne will include all inventory items including those with no sales.