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Item Tracking Job Aids

Revision as of 12:18, 12 August 2021 by Gelo (talk | contribs)


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
Financial Statements Balance Sheet | Income Statement | Trial Balance | General Ledger | General Journal | Statement of Account | Accounts Receivable Aging | Accounts Payable Aging
Reports Job Aid Aids
Financial Statements Balance Sheet Job Aids | Income Statement Job Aids | Trial Balance Job Aids | General Ledger Job Aids | General Journal Job Aids | Statement of Account Job Aids | Accounts Receivable Aging Job Aids | Accounts Payable Aging 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