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Item Tracking Job Aids

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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 Financial statements 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 Financial statements 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 Financial statements 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