The Transactions Report summarises all inventory transactions related to a job project. This report is vital for auditing purposes and for ensuring that all inventory movements are accurately recorded. The steps are as follows:
- Navigate to Job Projects > Inventory > Report and then select the Transactions item. SapphireOne will display the Stocktake Reports print dialogue alert.
- Select the criteria for the report as listed below.
- Print Destination – From this drop down menu select from Printer through to Quick Report.
- Report Type – There are three options, One Line Stocktake through to Discontinued Inventory.
- Report Sort Order – The user has options from by ID through to by Period.
- Report Selection – This is a very important menu as the user has a selection of three drop down menus to select from.
- Checking – Check and review all of the options you have selected from the four menus above.
- Printing – Click on the blue Print button to view the Inventory Transactions report. (Stocktake Report).
For more detailed instructions, please refer to the Job Projects > Inventory > Transactions Report article.