Sales Register Reports

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SRreports

 

All these reports can be exported using the Excel icon in the Report area of the ribbon

 

excel

 

Permission for use of this is based on report permissions since it accesses the report for the information.

 

When you click Excel, it will open a spreadsheet window and populate it with the data from the report selected. Each report pipeline will be represented in a separate sheet, eg. Job, JobComments, JobStock, etc.

 

Report

Explanation

Sales Register

Once filtered based on the below, this will produce either a detailed (if Show detailed report is ticked) or summary report, showing all invoice details.

 

srreport

 

salesregisterreport

 

This report can be produced as a spreadsheet by selecting XLS Report File.

 

xlsxreportfile

 

Info

Note: The Stock Cost column takes into account Labour stock. The Stock Total column does not take into account Labour .

Ship Label

Print one or more shipping labels based on the job that is highlighted in the list.

 

shiplabel

 

shiplabelSR

x- Invoice From List Multi

This option allows sending multiple invoices from the list using any invoice report.

 

Info

It is not possible to invoice from a live list.

 

Further information

Send Multiple Invoices to an Email Address

Using the Sales Register