Show Reports - Inventory Purchases - Boost Revenue Growth

Query Options (Purchases by Vendor)

• Range – This may be Date based or Period based. The button located at the bottom left hand corner of the screen , acts as a toggle enabling the user to swap between date and period based reports. By Default SapphireOne will set the range to Date and This Month to Date. If period is selected, SapphireOne will display Periods for the From and To fields. The selection made here will populate the From and To fields with the appropriate dates or periods.
• From & To – Users can also manually enter a From and To periods or dates. To swap between date and period select the or button. The button acts as a toggle to switch between the two options, Date or Period.
  • Date or Period button location – This toggle button can be found in the bottom left corner of the screen.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.
• Query Button – This button serves as a valuable tool for refining the content of a report within SapphireOne. When users require the ability to filter the report based on particular criteria, such as a specific Vendor, they can initiate a comprehensive query by clicking on the Query button. This action prompts SapphireOne to unveil the detailed query pop-up interface, which grants users the capability to conduct thorough searches across SapphireOne’s database, identifying items that align precisely with the specified criteria.

Display Options (Purchases by Vendor)

• Sort Menu – The Sort menu enables you to sort the items in the report according to different criteria. The available sorting options include, ID (Default), Name, or Total.
  • Please note that the small [>] button located to the right of the sorting drop-down menu can be used to invert the sort. This button serves as a toggle, allowing you to reverse the order of the sorting.
• Column By Menu- These options determine the type of data that appears in each column of the report. There are three options as listed below so select the report that best suits your requirements accordingly.
  • Total – This option generates a simple report that displays the vendor and total sales based on the user’s selection in the Query and Display settings.
  • Rep – This option displays purchases made by each representative, as selected by the user in the Query and Display settings.
  • Period – This option displays sales on a period-by-period basis, as selected by the user in the Query and Display settings.
  • as selected by the user when selecting an option from the Query and Display settings.
• Recalculate Button – Whenever you make a change to the report, click on the button to allow SapphireOne to re-calculate the report. Any changes you make will be displayed immediately in the report area.

Footer Buttons

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

• Use Date/Period Button– Upon selecting this button, the To Field box will automatically be filled with either the current date or period. (Documented above in this article)
• Cancel Button – By selecting this button, the current report processing will be canceled.
• Export to HTML Button – Selecting this button will export the current report as an HTML file
• Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
• Print Button – By selecting this button, the printing interface for the current report will be opened.

Show Reports (Purchases by Vendor Class)

SapphireOne’s Vendor Class function enables the grouping of Vendors into distinct classes, which unlocks a range of advanced reporting options. By generating class-based reports, users gain valuable insights into purchasing trends that are unique to each Vendor class, facilitating in-depth analysis and informed decision-making.

Query Options (Purchases by Vendor Class)

• Range Menu – This may be Date based or Period based. A button located at the bottom left hand corner of the screen , acts as a toggle enabling the user to swap between date and period based reports. By Default SapphireOne will set the range to Date and This Month to Date. If period is selected, SapphireOne will display Periods for the From and To fields. The selection made here will populate the From and To fields with the appropriate dates or periods.
  • Range Selection – The From or To Dates or Periods may be directly entered by the user.
    • Date – Various date based options are available when the user selects the up/down arrows to the right of this drop-down menu. For example, Last Financial Year to today’s date last Year This will enable the user to compare last years purchase figures to this years purchase figures for the same time frame in last and current financial years.
    • Dates & Periods – For a date driven report the two date entry fields require the input of a date. Note that the date option has both the From and To underlined so they have a convenient pop-up calendar to pick dates from. For periods directly enter the periods required accordingly.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.
• Query Button – To filter a report, such as for a Single Vendor Class, select the Query button. This will display SapphireOne’s detailed query pop-up, allowing the user to search for the desired Vendor Class or any item within the data file.

Display Options (Purchases by Vendor Class)

• Sort Menu – You can use this option to sort the items in your report. The available sorting options include ID (Default), Name, and Total. Note
  • Please note that the small [>] button located to the right of the sorting drop-down menu can be used to invert the sort. This button serves as a toggle, allowing you to reverse the order of the sorting.
• Column By Menu –This menu selection determines the data included in each column. Users can choose from three options: Total (default), Rep, or Period. Simply select the report that best meets your requirements.
• Recalculate – Every time a change is made to the report, the button must be selected so that SapphireOne can re-calculate the report. Any changes are displayed immediately in the report area.

Footer Buttons

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

• Use Date/Period Button– Upon selecting this button, the To Field box will automatically be filled with either the current date or period. (Documented above in this article)
• Cancel Button – By selecting this button, the current report processing will be canceled.
• Export to HTML Button – Selecting this button will export the current report as an HTML file
• Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
• Print Button – By selecting this button, the printing interface for the current report will be opened.

Show Reports (Purchases by Item)

This Show Report provides a comprehensive overview of purchases on a granular, Inventory item-by-item level. This detailed breakdown includes columns for the Inventory item’s ID, Name, Quantity, and Total Amount, presented in a clear and easily readable format. The report also highlights the percentage of sales generated by each item, as well as its Average Price or Cost, enabling users to gain valuable insights into the profitability of individual items.

Query Options (Purchases by Item)

• Range Menu – This may be Date based or Period based. A button located at the bottom left hand corner of the screen , acts as a toggle enabling the user to swap between date and period based reports. By Default SapphireOne will set the range to Date and This Month to Date. If period is selected, SapphireOne will display Periods for the From and To fields. The selection made here will populate the From and To fields with the appropriate dates or periods.
  • Range Selection – Either the From or To Dates or Periods may be directly entered by the user.
    • Date- Various date based options are available when the user selects the up/down arrows to the right of this drop-down menu. For example, Last Financial Year to Today’s Date Last Year. This will enable the user to compare last years sales figures to this years sales figures for the same time frame in last and current financial years.
    • Dates & Periods – For a date driven report the two date entry fields require the input of a date. Note that the date option has both the From and To underlined so they have a convenient pop-up calendar to pick dates from. For periods directly enter the periods required accordingly.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.
• Query Button – When any filtering of the report is required, for example down to a Single Inventory Item, a detailed query may be performed for the Inventory Item by selecting the Query button. This then causes SapphireOne to display the detailed query pop-up. This enables the user to query for any item in SapphireOne.

Display Options (Purchases by Item)

• Grouping Menu – The Grouping drop-down menu offers eight normal items and two items designed specifically for inventory items stored in a matrix-style layout. This option is used when grouping inventory items within the report is necessary.
  • Normal Report – By default, the None option is selected for a standard report, which does not group the data. However, there are other grouping options available, including Class, Type, Brand, Detail, Tag4, Tag5, and Tag6.
  • Matrix Report – For reports that involve Matrix items, there are two additional options, Matrix and Matrix Color.
    • Matrix option – This option pertains to the columns in the report,
    • Matrix Color – This option pertains to the rows when the matrix involves other types of inventory.
• Sort Menu – You can use this option to sort the items in your report. The available sorting options include ID (default), Name, Quantity, Amount, % of Sales, and Average Price.
  • Please note that the small [>] button located to the right of the sorting drop-down menu can be used to invert the sort. This [>] button serves as a toggle, allowing you to reverse the order of the sorting.
• Column By Menu – This option determines the type of data that appears in each column of the report. There are five available options to choose from: Detail (Default), Vendor, Period, Detail Period, and Project. Choose the report that best aligns with your needs.
• Breaking Menu – By using this menu, you can break down the report according to different categories. The default option is None, but you can also break down the report by Vendor, Vendor Class, Rep, Period, and Project.
• Recalculate Button – Whenever you make a change to the report, you must click on the button to enable SapphireOne to re-calculate the report. Any changes you make will be reflected immediately in the report area.

Footer Buttons

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

• Use Date/Period Button– Upon selecting this button, the To Field box will automatically be filled with either the current date or period. (Documented above in this article)
• Cancel Button – By selecting this button, the current report processing will be canceled.
• Export to HTML Button – Selecting this button will export the current report as an HTML file
• Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
• Print Button – By selecting this button, the printing interface for the current report will be opened.

Show Reports (Purchases by Item Class)

SapphireOne’s inventory management system allows for the assignment of inventory items to specific classes, unlocking a host of additional reporting options based on inventory class. By generating Inventory Class-based reports, SapphireOne users can fully leverage this functionality and gain valuable insights into their inventory data.

Query Options (Purchases by Item Class)

• Range Menu – This may be Date based or Period based. A button located at the bottom left hand corner of the screen , acts as a toggle enabling the user to swap between date and period based reports. By Default SapphireOne will set the range to Date and This Month to Date. If period is selected, SapphireOne will display Periods for the From and To fields. The selection made here will populate the From and To fields with the appropriate dates or periods.
  • Range Selection – Either the From or To Dates or Periods may be directly entered by the user.
    • Date – Various date based options are available when the user selects the up/down arrows to the right of this drop-down menu. For example, Last Financial Year to today’s date last Year. This will enable the user to compare last years sales figures to this years sales figures for the same time frame in last and current financial years.
    • Dates & Periods – For a date driven report the two date entry fields require the input of a date. Note that the date option has both the From and To underlined so they have a convenient pop-up calendar to pick dates from. For periods directly enter the periods required accordingly.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.
• Query Button – When any filtering of the report is required, for example a Single Inventory Class, a detailed query may be performed for the Inventory Class by selecting the Query button. This then causes SapphireOne to display the detailed query pop-up. This enables the user to query for any item in SapphireOne.

Display Options (Purchases by Item Class)

• Grouping Menu – This option is used to group inventory items within the report. The drop-down menu currently includes four options: None (default), Type, Brand, and Detail. Selecting a grouping option will enable you to customize how the report is organized.
• Sort Menu – The Sort menu enables you to sort the items in the report according to different criteria. The available sorting options include ID (default), Name, Quantity, Amount, % of Sales, and Average Price.
  • Please note that the small [>] button located to the right of the sorting drop-down menu can be used to invert the sort. This [>] button serves as a toggle, allowing you to reverse the order of the sorting.
• Column By Menu – These options determine the type of data that appears in each column of the report. There are five available options to choose from: Detail (default), Vendor, Period, Detail Period, and Project. Select the report that best aligns with your needs.
• Recalculate Button – Whenever you make a change to the report, click on the button to allow SapphireOne to re-calculate the report. Any changes you make will be displayed immediately in the report area.

Footer Buttons

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

• Use Date/Period Button– Upon selecting this button, the To Field box will automatically be filled with either the current date or period. (Documented above in this article)
• Cancel Button – By selecting this button, the current report processing will be canceled.
• Export to HTML Button – Selecting this button will export the current report as an HTML file
• Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
• Print Button – By selecting this button, the printing interface for the current report will be opened.

Show Reports (Purchases by Project Class)

SapphireOne’s project management feature allows for the assignment of projects to specific classes, which unlocks a variety of additional reporting options based on project class. By generating Project Class-based reports, SapphireOne users can fully utilize this functionality and gain valuable insights into their project data.

Users can customize the report to their specific needs by accessing the Query and Display sections, available on the Show Report screen above. In the Query section, users can input specific criteria to filter the data and refine the report. The Display section allows users to select the type of report and its format, ensuring the report is presented in a way that is most useful to them. By utilizing these customization options, SapphireOne users can generate reports that meet their unique needs and preferences.

Query Options (Purchases by Project Class)

• Range – This may be Date based or Period based. A button located at the bottom left hand corner of the screen , acts as a toggle enabling the user to swap between date and period based reports. By Default SapphireOne will set the range to Date and This Month to Date. If period is selected, SapphireOne will display Periods for the From and To fields. The selection made here will populate the From and To fields with the appropriate dates or periods.
  • Range Selection – Either the From or To Dates or Periods may be directly entered by the user.
    • Date- Various date based options are available when the user selects the up/down arrows to the right of this drop-down menu. For example, Last Financial Year to today’s date last Year. This will enable the user to compare last years sales figures to this years sales figures for the same time frame in last and current financial years.
    • Dates & Periods – For a date driven report the two date entry fields require the input of a date. Note that the date option has both the From and To underlined so they have a convenient pop-up calendar to pick dates from. For periods directly enter the periods required accordingly.
• Depart – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.
• Query Button – When any filtering of the report is required, for example a Single Project Class, a detailed query may be performed for the Project Class by selecting the Query button. This then causes SapphireOne to display the detailed query pop-up. This enables the user to query for any item in SapphireOne.

Display Options (Purchases by Project Class)

• Sort Menu – This menu provides a variety of sorting options for the items displayed in the report. These options include sorting by ID, (Default), Name, Quantity, Amount, % of Sales and Average Price.
  • Please note that the small [>] button located to the right of the sorting drop-down menu can be used to invert the sort. This button serves as a toggle, allowing you to reverse the order of the sorting.
• Column By Menu – This option allows you to specify the type of data to be included in each column of the report. You can choose from five options: Detail (Default), Vendor, Period, Detail Period, and Project. Be sure to select the report that best meets your needs based on the available options.
• Recalculate Button – After making any changes to the report, be sure to click on the button to prompt SapphireOne to recalculate the report. The changes will be reflected immediately in the report area

Footer Buttons

Show Reports (Purchases by Matrix)

It’s important to note that the matrix functionality within SapphireOne is not limited to clothing items. In fact, this feature can be applied to any industry where item selection is improved through the use of a matrix. By utilizing the matrix functionality, SapphireOne users can enhance their understanding of inventory items that utilize a matrix and gain valuable insights into their inventory data.

• Matrix – Matrix refers to the column headings or categories that are used to classify and organize data.
• Matrix Colours – Matrix Colors refer to the row headings or categories that are used to further classify and organize data based on specific attributes or characteristics.

Once the Matrix-style report is generated, it will display both the columns and rows, as seen in the screenshot below.

SapphireOne users have the flexibility to customize their reports by accessing the Query and Display sections, which are available on the Show Report screen above. By inputting specific criteria in the Query section, users can filter the data and refine the report to their specific needs. In the Display section, users can select the type of report and its format, ensuring the report is presented in a way that is most useful to them. These customization options enable SapphireOne users to generate reports that are tailored to their unique needs and preferences.

Query Options (Purchases by Matrix)

• Range – In SapphireOne, the Range data entry field features a drop down list that drives the From and To fields for each Show Report function. The drop down menu contains a variety of items that vary depending on the type of Show Report. Once an item is selected from the drop down menu, SapphireOne automatically fills in the From and To data entry fields.
  • From & To – Users can also manually enter a From and To periods or dates. To swap between date and period select the or button. The button acts as a toggle to switch between the two options, Date or Period.
  • Date & Period button location – This toggle button can be found in the bottom left corner of the screen.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.
• Query Button – When any filtering of the report is required, for example a Single Inventory Item, a detailed query may be performed for the Inventory Item by selecting the Query button. This then causes SapphireOne to display the detailed query pop-up. This enables the user to query for any item in SapphireOne.

Display Options (Purchases by Matrix)

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

• Display Raw Menu – This option determines which data is included in each column of the report. There are four options available: Color (default), Master, Vendor, and Period.
• Use $ or Qty Button –This menu option determines which data is included in each column of the report. There are four options available: Color (default), Master, Vendor, and Period.
• Recalculate Button – The button needs to be selected to initiate an initial calculation based on the default settings in the report. It must also be selected each time changes are made to the report. This is so that SapphireOne can recalculate the report using the new selections made by the user.

Footer Buttons

• Use Period Button – Upon selecting this button, the To Field box will automatically be filled with either the current date or period.
• Cancel Button – By selecting this button, the current report processing will be canceled.
• Export to HTML Button – Selecting this button will export the current report as an HTML file.
• Export to CSV Button- Selecting this button will export the current report as a CSV file. CSV file.
• Print Button – By selecting this button, the printing interface for the current report will be opened.

Show Reports (Purchases by Serial / Batch)

The report can be customized by users through the selection of their preferences in the Query and Display sections, which are available on the Show Report screen located above. This enables users to tailor their reports by inputting specific criteria in the Query section to filter the data. Then selecting the type of report and its format in the Display section.

Query Options (Purchases by Serial / Batch)

• Range – In SapphireOne, the Range data entry field features a drop down list that drives the From and To fields for each Show Report function. The drop down menu contains a variety of items that vary depending on the type of Show Report. Once an item is selected from the drop down menu, SapphireOne automatically fills in the From and To data entry fields.
  • From & To – Users can also manually enter a From and To periods or dates. To swap between date and period select the or button. The button acts as a toggle to switch between the two options, Date or Period.
  • Date & Period button location – This toggle button can be found in the bottom left corner of the screen.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.