Transactions

Sales Transactions Report Overview

The Sales Transactions Report within SapphireOne Inventory Sales Menu is used to create Sales reports based on the Invoices that have been produced from Sales Inventory Mode. The Sales Transactions report includes report type options such as One Line Invoice, Invoice Audit, Invoice Audit Serial, Sales Allocation, Inventory Check, Shipment and Shipment Export.

Inventory-Sales-Transactions

When the Transactions Report is selected from the Sales 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, Report Sort Order and Report Selection drop-down menus to determine the preferred report layout. Reports are created using a combination of the selected metrics.

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 and Quick Report.

Printer Tells SapphireOne to send the report straight to the Printer. 
Custom Report This allows the user to create a custom designed advance level 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 and allows for the creation of a customised simple report.

Report Type Menu

Selecting the Report Type option will enable the user to print different layout styles of the report.

One Line Invoice This report details only the Header Line and the report Selection was for Orders and is used for Invoice value reports. 
Invoice Audit This report details the Header Line and for Orders used in the Invoice. 
Invoice Audit SerialThis report is used to produce an Invoice Audit Report with a list of the Serial / Batch numbers used in the Invoices. 
Sales AllocationThis report details the invoices and payments including allocation details from the individual client accounts. 
Inventory CheckThis prints a report showing stock levels per Invoice. 

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 SortThis will not apply any additional data sorting to the report.
By IDThis will sort the order of the data by inventory ID.
By TypeThis will sort the order of the data by transaction type.
By Date InThis will sort the order of the data by the date the transaction was created.
By Date DueThis will sort the order of the data by the due date of the transaction.
By Internal RefThis will sort the order of the data by the Internal Reference Number of the transaction.
By Sequence NumberThis will sort the order of the data by the Sequence Number of the transaction.
By PeriodThis will sort the order of the data by the Period of the transaction.

Report Selection Menu

The Report Selection Menu allows for additional sorting of report criteria.

UnpostedThis will display un-posted transaction records only.
All RecordsThis will display all inventory items, including inactive items.
OrdersThis will display all inventory item orders.
QuotesThis will display all inventory item quotes.

Report Buttons

Background ButtonSelecting 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 ButtonSelect this to Print the Report.
Cancel ButtonSelect this to Cancel the Report.
Record List ButtonSelecting 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 ButtonThe Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue ButtonSelecting 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.

 You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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