Common Tools
| Tool / Article Link | Description |
|---|---|
| Apply Formula | The Apply Formula tool is used to batch modify fields within the entire global scope of SapphireOne utilising the application of a custom formula. |
| Query By Formula | The SapphireOne Query by formula tool allows the user to execute and also save a query on a transaction inquiry subset using a specified custom formula. |
| Quick Report | The SapphireOne Quick Report editor is made available by SapphireOne for the purpose of creating ad-hoc reports in the Design and Application environment. |
| XML Table Export | The SapphireOne XML Table Export tool enables the user to save the current transaction inquiry to an XML (Extensible Mark-up Language) document. |
| Re-Index | The SapphireOne Re-Index tool will delete the existing indexes from your data file and will create new indexes. We recommend running prior to month end. |
| Write | SapphireOne Write Pro offers SapphireOne users an advanced word-processing tool, fully integrated with your SapphireOne database. |
| View | Sapphire View tool is a functionality and form area that enables the SapphireOne user to embed spreadsheet features and word processor documents in their forms. |
| Sapphire Custom Report | The Sapphire Custom Report feature allows users to create a myriad of different reports from all available data tables and fields from within SapphireOne. |
| Sapphire Custom List Report | The Sapphire Custom List Report contains preexisting report templates which allow users to quickly create reports of different dataset lists in SapphireOne. |
Specific Tools
| Tool / Article Link | Description |
|---|---|
| Add to Batch | SapphireOne provides the ability to add a batch number to a group of Receivables or Payables transactions that can be queried, sorted and searched at any time. |
| Add Uniform Leave | The SapphireOne ‘Add Uniform Leave’ Tool is used when an employee or group of employees need a common type of leave to be added to their Working Transactions. |
| ADI Time Import | The SapphireOne ADI Time Import Tool imports a text file that records Employee Names, Allowance Types and Allowance Hours within a working transaction. |
| Allocate 0 or 100% | The Allocate 0 to 100% Tool enables the SapphireOne user to efficiently elect to fully allocate or unallocate multiple transactions in a quick and dynamic way. |
| Allocate Task Inventory | Within SapphireOne Planning Quote functionality in Job Project we have provision for the selection of Inventory items that can be allocated to the Job project. |
| Allocation | The SapphireOne Allocation Tool enables the user to select a particular transaction and either allocate or unallocate or reallocate that particular transaction. |
| Analysis for Allocation Audit | The purpose of the Analysis of the Allocation Audit tool is to provide the SapphireOne user with a detailed analysis of allocations that may have discrepancies. |
| Back Orders Process | The Back Orders Tool allows for the management and updating of Back Orders in SapphireOne displaying all Back Order Transactions and items yet to be delivered. |
| Batch Email | SapphireOne user has the ability to email sales and purchase transaction types from within the inquiry screen and they will be emailed directly from SapphireOne |
| BrandScope ATS | BrandScope partnership provides the SapphireOne client with access to a global wholesale marketplace and a direct B2B connection to Clients and Vendor partners. |
| Bulk Change Pay Period Date | The SapphireOne Payroll/HR Working Transactions Bulk Change Pay Period Date tool is used when a number of employee’s pay dates are to be altered or changed. |
| Cancel Temporary Removal From BAS | Temporarily Removal BAS Sapphire Tool is used to undo the removal of specific transactions from the BAS, using the Temporarily Remove from BAS SapphireOne Tool. |
| Change Password | The SapphireOne Change Password tool has been specifically designed for changing passwords and enabling the user to set up an unlimited number of passwords. |
| Clone | SapphireOne Clone functionality allows the user/s to quickly and efficiently clone various SapphireOne data tables and sources within the SapphireOne data file. |
| Clone to Location | SapphireOne Clone Inventory to Location functionality allows the user to quickly and efficiently clone inventory to a new location in the SapphireOne data file. |
| Convert to SCI or PVI | The user should be aware that this tool has been added as a convenient means to convert the currently highlighted OCI or OVI that remains unopened to an SCI or PVI. |
| Copy an Unlinked Contact to Client or Vendor | SapphireOne Copy Contact to either a Client or Vendor is a tool that is accessed from your Contact/CRM inquiry and this will be useful in a number of scenarios. |
| Create Adjustment Note | A SapphireOne Adjustment Note is required if you have previously issued and/or been requested to issue a Tax Invoice for a supply of a taxation adjustment note. |
| Create MP from Expensify CSV | Expensify is an app which will stores your receipt images using character recognition and will be converted to SapphireOne Money Payment (MP) as a cash payment. |
| Create Star Track Dispatch DIN | Star Track Dispatch file is suitable for integration into the Start Track system. Generating the .DINS will be a timesaver within your logistics in SapphireOne. |
| Create Toll Dispatch DAT | SapphireOne Create Toll Dispatch DAT tool will create a Star Track Dispatch note and is invaluable for creating dispatch electronically directly to Star Track. |
| Custom Modify | The Sapphire Custom Modify tool allows the user to make changes to posted records. These are Date in, Date Due, External Reference, Tag, Check Status, and Memo. |
| Custom Modify Log | SapphireOne Custom Modify Log will track any changes that have been made to a transaction. The user wants to be able to go and identify the change that was made |
| Custom Report to PDF | SapphireOne Custom Report to PDF falls under the Export title and is designed for generating a Sapphire Custom Report to PDF within SapphireOne Inventory mode. |
| Debug | SapphireOne Debug tool has been designed specifically for the SapphireOne Price Book inquiry and is used for the purposes of debugging and updating Price Books. |
| Decrypt TFN’s | By default all Tax File numbers held within SapphireOne are encrypted. If the Decrypt TFN’s tool is used this will unEncrypt the SapphireOne Tax File Number TFN |
| Do Not Pay | SapphireOne Do Not Pay tool enables the user to elect to exclude some employees from a particular pay run and does not want pays to be processed at this time. |
| Duplicate | SapphireOne Duplicate inventory tool simply and efficiently duplicates an inventory item or a group of inventory items, a common shortfall within ERP offerings. |
| Encrypt TFNs | The SapphireOne Encrypt TFN tool protects the Tax File Number identity for client’s employees and the privacy of the data contained within SapphireOne datafile. |
| ETA | Sapphire ETA tool has three functions available for users and is one of the collapsed items in the tools menu. The three sub items are Update, Export and Import |
| Export Action List | The SapphireOne Export Action List tool enables the user to export selected Action pages information and relevant records, and generating it into a spreadsheet. |
| Expiry Date | SapphireOne Expiry Date tool enables the user to set a new expiry date or change an expiry date on all or selected inventory items with serial or batch numbers. |
| Expiry Increase | The SapphireOne Expiry Increase tool enables the user to extend the expiry date timeframe by a selected amount of days on a single or multiple inventory item/s |
| Export Activity Quantity by Period | SapphireOne Export Activity Quantity by Period tool enables the user to export Job Project Activity quantities on a period by period basis is exported CSV file. |
| Export ATP | The Sapphire Export ATP tool enables the user to export a customised spreadsheet report containing a specific ID and start date from Job Projects General Ledger |
| Export ATP Summary | The Sapphire Export ATP tool enables the user to export a customised spreadsheet report containing a specific ID and start date from Job Projects General Ledger |
| Export Inventory Budget Balances | Sapphire export inventory budget balances tool will use Job projects. This tool will export Inventory Budget Balances on a period by period basis to a CSV file. |
| Export Inventory Income and Expenditure | Sapphire Export Inventory Income and Expenditure tool will export a CSV file to the local hard drive SapphireOne will then open it and display the exported file |
| Find Valid TFNs | SapphireOne Find Valid TFNs tool enables the user to search within the SapphireOne employee record and locate any Tax File Numbers that are determined as valid. |
| Find Invalid TFNs | SapphireOne Find Invalid Tax File Number (TFN) tool enables the user to search within the employee record and locate any Tax File Numbers determined as invalid. |
| Generate Vendor Order | The Sapphire Generate Vendor Order tool enables the user to create an unposted Vendor Invoice with the particular inventory items required for that transaction. |
| Grouping | Sapphire Grouping tool enables the user to group matrix inventory and label a group accordingly, and is used by apparel, equipment and manufacturing industries. |
| Hire Calendar | For hired inventory items SapphireOne has provided a Gantt chart so that the user is able to see at a glance exactly when any Inventory item has been hired out. |
| Import (Price Book 2) | SapphireOne Import tool allows the user to import new Price Book entries as raw data into the SapphireOne datafile overwriting existing entries with new values. |
| Import Price Break (Price Book) | Once a SapphireOne user has set up the price book they can use the import price break tool, allowing them to set up a variety of prices for clients and vendors. |
| Import Prices (Inventory) | Sapphire Import Prices tool enables the user to import pricing on inventory and efficiently change the prices of inventory directly from a spreadsheet document. |
| Include Deleted | Selecting the Include Deleted tool function from the Sapphire Tools menu will tell SapphireOne to display any deleted items/records as well as the normal items. |
| Include Finished | The Sapphire Include Finished tool enables the user to view a list of all Job Projects contained within the SapphireOne data file that have a status of Finished |
| Include Inactive | The Sapphire Include Inactive tool enables the user to view all inventory records and items that have a status of inactive, typically not displayed in the list. |
| Label Print Per Line Quantity | The Label Per Line Quantity Writer is a very versatile label design function that provides users with various ways to create and print custom labels as required |
| Last Arrivals | The Sapphire Last Arrivals tool enables the SapphireOne user to display the last arrivals and is used in conjunction with barcode scanners. |
| Leave Calendar | The Sapphire Leave Calendar tool enables the user to view employee leave entries within a daily, weekly or monthly calendar within the SapphireOne application. |
| Load Delivery Run | The SapphireOne Load Delivery Run tool is used within Manager Manifest Inquiry and enables the SapphireOne user to add Delivery Run to the Manifests you choose. |
| Location Change | The SapphireOne Load Delivery Run tool is used within Manager Manifest Inquiry and enables the SapphireOne user to add Delivery Run to the Manifests you choose. |
| Locked Record | Sapphire Locked Record tool enables the user to view the status of a Transaction that has been automatically locked preventing the user from posting the record. |
| Make Inactive | The Sapphire Make Inactive tool enables the SapphireOne user to select a single or group of Vendors, Clients or Inventory Items that they wish to Make Inactive. |
| Mark Finished | Sapphire Mark Finished tool enables the SapphireOne user to efficiently and simply mark a single Job Project or group of Job Projects as Finished and completed. |
| Matrix Table | Sapphire Matrix Table Tool enables the user to check the level of inventory items or stock in a graphical style matrix table also known as a Colour-Size matrix. |
| Merge Invoices | The Sapphire Merge Invoices tool enables the user to merge un-posted invoices for the same Client or Vendor and generate one invoice from all open transactions. |
| No ABN Summary | Sapphire No ABN Summary tool enables the user to produce a report of all Vendors who do not have an Australian Business Number (ABN) entered in the master file. |
| No Sale Item | SapphireOne No Sale Item enables the user to search a list of inventory items that have had no sales within a particular timeframe i.e. monthly, quarterly, etc. |
| Open Billing Run | The Sapphire Open Billing Run tool enables the SapphireOne user to display a list of selected transactions that are ready for billing within Job Projects. |
| Open Linked Audit Lines | Sapphire Open Linked Audit Lines tool enables the user to display the audit lines for a particular Client Transaction and view the individual transaction lines. |
| Open Linked Invoices | The Sapphire Open Linked Invoices tool enables the user to view any invoices that are linked to the selected transaction list currently displayed on the screen. |
| Open Linked Serial Batch | The Sapphire Open Linked Serial Batch tool enables the user to view linked serial or batch inventory items within a transaction from History Sales Line Inquiry. |
| Open Linked Tracking Notes | Sapphire Open Linked Tracking Notes tool enables the user to view all Tracking Notes entered by a SapphireOne user that are linked to a particular Job Project. |
| Open Linked Transactions | The Sapphire Open Linked Transactions tool enables the SapphireOne user to view all linked transactions to the highlighted transaction or group of transactions. |
| Open Base Inventory | Sapphire Open Base Inventory tool provides the SapphireOne user the ability to view a base inventory inquiry when an Inventory Locations inquiry screen is open. |
| Open Related Serial Batch | The Sapphire Open Related Serial Batch tool enables the user to view an inventory serial batch when an Inventory Locations inquiry screen is displayed |
| Post Transactions | SapphireOne Transaction Inquiry allows the user to post from within a transaction inquiry screen within any of the modes e.g. Accounts, Inventory, Job Projects. |
| Print Toll Manifest Report | SapphireOne Manifest allows for various tools within the Tools drop-down menu, and one of these tools is Print Toll Manifest Report. |
| Query Allocated Transactions | SapphireOne Query Allocated Transactions tool will display a subset within all allocated transactions of your current Payables and Receivables transaction list. |
| Query Linked Transactions | SapphireOne Query Linked Transactions Tool is designed for Accounts History mode and displays Client Invoices (CI) linked via allocation to Client Receipt (CR). |
| Quick Leave Info | SapphireOne Quick Leave Info Tool is designed to work within Payroll/HR Working Transactions mode and provides leave information for one or multiple employee/s. |
| Reload Pay | SapphireOne Reload Pay Tool is designed for anybody working in Payroll/HR without having to close Working Transactions screen to go and run Start New Pay again. |
| Remove Duplicates | SapphireOne Remove Duplicates Tool is designed for SapphireOne’s Contacts, also known as CRM, and identifies duplicates allowing the user/s to remove or delete. |
| Remove From Batch | The Remove From Batch Sapphire tool will remove a receipt from a batch of transactions provided the receipt has not yet been reconciled. |
| Reorder | The Sapphire Reorder tool allows the user to automatically create an Order Vendor Invoice (OVI) for inventory items that are required for reorder by the Vendor. |
| Resources Calendar | The SapphireOne Resources Calendar tool enables the SapphireOne user to view all Resources allocated to a Job Project in a calendar/chart display e.g. employee. |
| Retrieve to Current | SapphireOne Retrieve to Current functionality will retrieve transaction/s from History and enables the user/s to either reallocate or reverse the transaction/s. |
| Reverse Transaction | SapphireOne Reverse Transaction tools are a very useful set off tools to be able to facilitate the automatic reversal of transactions unllocating automatically. |
| Sales Support | The Sapphire Sales Support tool function has been provided for Sales staff requiring access to selling prices and are for the sale of single inventory items. |
| Serial Check | SapphireOne serial numbers are assigned incrementally or sequentially to Serialised Inventory and Serial Check provides a means to identify any inventory items. |
| Show Parent Child Related | SapphireOne Parent-Child Relationship in SapphireOne’s client and/or vendor master table record, establishes a relationship between a parent company and child. |
| Show Standing Transactions | The ‘Show Standing Transactions’ SapphireOne tool can be used to filter and display all standing transactions only within a transaction inquiry window. |
| Stock Scan Count and Stock Count | SapphireOne StockScanCount tool enables the SapphireOne user to do a stock count and has been designed for the adjustment of stock levels and inventory counts. |
| Temporarily Remove From BAS | The ‘Temporarily Remove from BAS Sapphire Tool allows the user to select specific transactions and exclude them from the BAS Query. |
| Toggle Active, On Hold & Web | Sapphire Toggle Active tool gives the SapphireOne user the ability to update a status of an inventory item or group of inventory items to Active, OnHold or Web. |
| Unlock | The ‘Unlock’ Sapphire Tool allows users to change the status of un-posted transactions from Lock to ‘Unlock’ so that transaction can be Modified or Deleted. |
| Update Employee FX | The Update Employee FX Sapphire Tool allows users to update the FX Rate on a selection of employee records at a time. |
| Updating Prices by Markup and Margin | The SapphireOne Client Updating Prices by Margin and Mark Up tool enables the user to select entire sections of inventory and update the prices simultaneously. |
| Verify Un-posted | The Verify Un-posted tool enables the SapphireOne user to search all un-posted records or selected un-posted inventory records within the SapphireOne data file. |