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Chart - Sales by time parameters
In ERPAG, you can generate different types of reports and customize them according to your workflow.
To generate a report that will reflect your sales flow for a chosen time frame, go to:
Sales > Sales by time parameters
This will open a window that will allow you to customize your report parameters, as well as choosing a group according to which you would like your report to be generated.
The first thing you will adjust is the time frame of the report, will it be a yearly report, for quarterly, the previous month, days, hours, or for a specific date. The system will generate the chart accordingly.
The system will also enable you to choose a particular warehouse, whether the amount will be a certain type of price (such as purchase price, selling price, with or without tax, according to the tax or discount amount...)or the quantity, or you can simply choose to select all. The last thing you need to specify is the date period, e.g. to choose the start date and the end date for the report.
In the group section, you will be able to specify the product categories for which you want to generate the report, as well as the trademark, the customer/supplier category and according to which user working within the system you want to generate the report.
To adjust all these information, all you need to do is to choose the wanted gropus and report parameters form the drop-down menu. You can also choose to select all.
Once you are done with customizing the report, the system will generate a chart and you can proceed and print it out, mail it, downloaded etc.