Data management reports

You can set up favourite reports to assist ongoing data maintenance. Data maintenance reports can be emailed automatically to the POS manager for attention. All scheduled reports can be accessed from the Reporting Dashboard.

TASKS WHEN HOW TO FIND HOW TO FIX

INVENTORY TASKS

Negative Stock on Hand report

 Weekly

Reporting > Inventory > Negative Stock on Hand

This report displays all items that are not being sold or received correctly.

  • Investigate why the stock has a negative value, then manually update the Stock on Hand.
Committed Stock Report Weekly Reporting > Inventory > Committed Stock Report

This reports displays products waiting to be sold. For example, waiting scripts, laybys, transactions on hold or work order.

  • If required, correct the data in the Committed field in the stockcard AND check the physical stock waiting to be sold.
Items with NO DEPARTMENT Monthly Reporting > Inventory > Item Pricing Details
  1. Use the column chooser to add the Department/Category Selections column.
  2. In Basic Filter, select No Department
  3. Click Run Report.
  4. (Optional) Right-click one (or several) product(s) then select Item Quick Action and move the selection to another Department/Category.

    Ensuring items are in their correct departments contributes to the accuracy of Sales reports and other reports based on shop areas.
Items with X% Markup and/or Margin Monthly Reporting > Inventory > Item Pricing Details
  1. Right-click on the Markup or Margin column to display the Filter editor and enter the required value( %).

    For example: 0.25 for 25%

  2. Click Apply to add the filter and save this value.

    You can change the "equals" (=) parameter to "less than" (<)or "greater than" (>).
Department and Category Management Should be run monthly, or all departments covered at least once a month. Report under Reporting > Inventory > Stock Valuation

Ensure your data are in the correct location to improve the accuracy of the EOFY reports.

  1. Clear the option Only Show Items with Stock, then add or remove columns.
  2. Review the items within each Department/Category.
  3. Use Quick Actions to move items in bulk or individually.
GST Type Management Run monthly or 6-monthly. Reporting > Inventory > Item Pricing Details
  1. Use the column chooser to add the GST Type column.
  2. Review these to ensure they are being charged correctly at the till.

    GST Type are normally updated when receiving products from invoices.

Rate of Usage (ROU) Management Monthly Reporting > Inventory > Rate of Usage Schemes
  1. Select No ROU Scheme, then click Run Report.
  2. Use Quick Actions to place products with No ROU Scheme into an appropriate ROU Scheme.

    If you are using ROU for ordering and a product is not in a ROU Scheme, the product cannot be ordered automatically. Therefore all items need to be in at least One ROU Scheme. Refer to the ROU User Guide for more information.
SCRIPT TASKS
Uncollected Scripts Weekly Activity > Script > Uncollected Script (top of the screen)

Uncollected scripts are usually waiting at the till. These scripts should be "cleared" to assist ensure the Committed stock report is accurate.

  • In the Uncollected script screen, click Hide or sell the script at the till, using a negative amount to cancel the original amount.

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