Difference between revisions of "Pro Item Tracking Job Aids"

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#Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]
 
#Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]
  
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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports'''
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports'''
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
| style="" |Financial Statements
+
| style="" |Inventory Report
| style="" |[[Pro Balance Sheet|Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement|Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance|Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger|General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal|General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account|Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging|Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging|Accounts Payable Aging]]
+
| style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids'''
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids'''
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
| style="" |Financial Statements
+
| style="" |Inventory Report
| style="" |[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement Job Aids|Income Statement Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance Job Aids|Trial Balance Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger Job Aids|General Ledger Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal Job Aids|General Journal Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account Job Aids|Statement of Account Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]]
+
| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''

Latest revision as of 12:26, 12 August 2021


Item Tracking Job Aids

Exporting Item Tracking Report
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Inventory Reports then click Item Tracking
    Pro Item Tracking (Export) - Step 02.png
    • The user can also click the Search bar then look for Item Tracking
      Pro Item Tracking (Export) - Step 02.1.png

  3. Click the CSV button to Extract the report into CSV Excel File
    Pro Item Tracking (Export) - Step 03.png
    • The user has an option to filter the record by Date Range or using the Search Bar.
      Pro Item Tracking (Export) - Step 03.1.png

Viewing Detailed Quantity Sold
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Inventory Reports then click Item Tracking
    Pro Item Tracking (Export) - Step 02.png
    • The user can also click the Search bar then look for Item Tracking
      Pro Item Tracking (Export) - Step 02.1.png
  3. Under Item Tracking Menu, Click the Quantity under Qty Sold Column
    Pro Item Tracking (View Quantity Sold) - Step 03.png

  4. Once Clicked, select a voucher to view its details
    Pro Item Tracking (View Quantity Sold) - Step 04.png


Viewing Detailed Quantity Purchase
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Inventory Reports then click Item Tracking
    Pro Item Tracking (Export) - Step 02.png
    • The user can also click the Search bar then look for Item Tracking
      Pro Item Tracking (Export) - Step 02.1.png
  3. Under Item Tracking Menu, Click the Quantity under Qty Purchase Column
    Pro Item Tracking (View Quantity Purchase) - Step 03.png

  4. Once Clicked, select a voucher to view its details
    Pro Item Tracking (View Quantity Purchase) - Step 04.png


Categories:
Reports
Inventory Report Sales Report | Purchase Report | Item Tracking
Reports Job Aid Aids
Inventory Report Sales Report Job Aids | Purchase Report Job Aids | Item Tracking Job Aids
Modules
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Purchase | Purchase Order | Issue Payment
Maintenance Items
Job Aid Modules
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Maintenance Aids Items Job Aids