Show Reports Overview
The Show Reports function within SapphireOne Inventory Point of Sale (POS) Menu enables the user to set up a number of different report styles for different purposes. The user has the ability to set up custom reoccurring reports such as Sales by Client, Sales by Client Class, Sales by Item, Sales by Item Class, Sales by Project Class, Sales by Rep, etc.
All reports are created by using a simple selection of standard drop-down menus. Once the drop-down menu options have been selected the user can then select the dates or periods that the report is to encompass. All generated reports may be exported as a CSV file and may be opened by any external spreadsheet program. There is also is a Matrix report available that will display a report in a matrix style format.
Full user documentation of the Show Reports functionality can be found in Inventory Show Reports.
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.