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- Sales Orders
- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
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- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
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- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
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- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return an order
- How to view a return order
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- Articles coming soon
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- How to Add a Catalog Subscription to Your Database
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Transfer Inventory from One Location to Another
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
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- How to Search For An Inventory Item
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
- How to Transfer Inventory from One Location to Another
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Adjust Inventory Quantities or Reserve Quantities for Any Location
- How to Archive a Product
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How to Create a Report
PostedJanuary 13, 2025
UpdatedJanuary 13, 2025
ByKevin Kirwan
- Access Reports Definition
- Click on the Settings tab in the left-hand menu to open the sub menu.
- Click on the Reports Definition to view your current Reports.
- Create The Report
- Click on the New Report+ button to open the pop-up window.
- Build the Report
- Input the Report Name in the report name box.
- Select the Report Type from the drop down menu in the Report Type box.
- (Optional) Input the Description into the Help Text box.
- Input the Report code into the Report SQL Query box.
- (Optional) Adding Variables to the Report code
- For each Variable:
- Click on the + button to add a menu box to the report.
- Input the Name of the variable to be used in the Report code into the Name box.
- (Optional) Input a Description of the variable into the description box.
- Select the Data Type from the drop down menu in the Data Type box.
- Input the Default Value into the default value box.
- (Optional) Click on the check mark box to remove the variable from being required to run the report.
- (Optional) If there are unneeded variable menu; Click on that specific row’s Red Trash can button to remove it.
- For each Variable:
- Run & save the Report
- Click on the Save & Run button to save the report.
Posted
Updated
ByKevin Kirwan
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