Inventory Orders Report Overview
The Orders Report screen within SapphireOne Inventory Sales Mode is used to create different styles of Order Reports for Clients. These Orders Report can include report types such as Packing Slip, Picking Slip, Packing & Picking, Invoice, Quote and User Advanced Settings.
When the Orders Report is selected from the Inventory Sales Report 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, Report Sort Order, Paper Type and Report Selection drop-down menus to determine the 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.
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.|
|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.|
Orders Report Types
Selecting the Report Type option will enable the user to print different layout styles of the report.
|Confirmation||This prints a Sales confirmation slip that details what items are on order.|
|Packing Slip||This prints an Invoice-like document displaying quantities for delivery but no prices and is normally included with the shipment.|
|Picking Slip||This prints a report detailing items for delivery allowing the Ticking Off of what has been packed for delivery. This report also has a Run Number which can be used in the Delivery Screen.|
|Packing & Picking||This combines the two reports together so one follows the other when printed.|
|Invoice:||This prints a copy of the Invoice for the Clients.|
|Quote||This prints a copy of any Quotes in SapphireOne.|
|Use Advanced Setting||This enables the use of Advanced print settings in SapphireOne.|
|Defaults||This allows you to specify the number of copies and paper type prior to printing.|
|Custom Reports||This allows you to create a customised advanced level 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 to the report.|
|By ID||This will sort the order of the data by inventory ID.|
|By Type||This will sort the order of the data by transaction type.|
|By Date In||This will sort the order of the data by the date the transaction was created.|
|By Date Due||This will sort the order of the data by the due date of the transaction.|
|By Internal Ref||This will sort the order of the data by the Internal Reference Number of the transaction.|
|By Sequence Number||This will sort the order of the data by the Sequence Number of the transaction.|
|By Period||This will sort the order of the data by the Period of the transaction.|
Paper Types in Orders
This allows the user to select the type of paper and the printing layout to be used.
Report Selection Menu
The Report Selection Menu allows for additional sorting of report criteria.
|Awaiting Delivery||This will display un-posted transaction records only.|
|All Orders||This will display all Sales orders.|
|Unprinted||This will display all unprinted Sales orders.|
|Quotes||This will display all Sales quotes.|
|Run Number||This will display all run numbers.|
|Background Button||Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.|
|Print Button||Select this to Print the Report.|
|Cancel Button||Select this to Cancel the Report.|
|Record List Button||Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.|
|Options Button||The Options Button allows for even further customisation of the Report.|
|Queue Button||Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.|