レポート

アプリでは、特定の要件に合わせて調整できる包括的なPDFレポートを作成できます。さらに、CSV ファイル形式でデータを抽出するプロセスが簡略化されるため、必要に応じて区切り文字や属性を柔軟に設定できます。デフォルトの区切り文字はカンマですが、好みに応じてセミコロン、コロン、タブなどの他のオプションから選択することもできます。

レポートと抽出のオプションを設定するには、以下の手順に従う必要があります。

-利用可能なレポートと抽出のリストを確認してください。
-要件に応じて、特定のレポートと抽出を有効または無効にします。
-ビジネスニーズに合わせて属性を追加または削除します。
-印刷、共有、プレビュー、メールなど、有効または無効にするアクションを選択します。

ページオプション

PDF レポートを簡単に作成できるように、すべてのレポートに適用される一般的なページオプションを設定できます。選択できるオプションには次のようなものがあります。

-A4、レター、リーガルなどの標準ページサイズ。
-特定のページサイズが必要な場合は、カスタムページサイズを使用できます。
-レポートコンテンツのフォントスタイル、サイズ、色。
-ヘッダーとフッターのコンテンツ (会社名、ロゴ、住所、連絡先情報、その他追加したいテキストなど)。

これらのオプションを定義することで、時間を節約し、すべての PDF レポートで一貫性を保つことができます。

POS Receipt Report

This is the actual ticket or receipt generated at the Point of Sale, formatted specifically for thermal or POS receipt printers. It includes transaction details such as item list, prices, taxes, totals, payment method, and timestamp. Designed for immediate customer delivery at checkout, either as a printed receipt or digital copy.

Items Web Link

Provides a direct-access web link to a live view of item data, for sharing with external vendors or clients without requiring a login.

Cards Report

A PDF-format report that displays detailed information about a specific item, including SKU, description, category, pricing, stock levels, and any associated barcodes or images. Commonly used as printed labels or quick-reference sheets for inventory and warehouse management.

Expense Report

Shows categorized and itemized expense summaries over a given time period.

Invoice Report

Represents the official invoice document issued to customers, including all itemized charges, taxes, and total due. Used for billing and legal purposes.

Order Report

Represents the formal sales order issued for fulfillment. Contains customer details, product list, quantities, and shipping terms.

Price List Report

Presents a structured list of item prices, possibly segmented by customer groups or pricing tiers. Useful for internal review or sharing with clients.

Purchase Order Report

Official purchase order issued to vendors for goods or services. Includes ordered items, quantities, pricing, and terms.

Quotation Report

This is the customer-facing quote used in sales scenarios. Details products and prices offered before issuing an invoice or order.

Quotation Report

A separate quotation format used to estimate or propose the cost and scope of work for services or production, prior to generating a work order.

Receipt Report

This is the actual Point-of-Sale (POS) receipt provided to a customer after a transaction. It includes itemized product details, quantities, unit prices, taxes, total amount, payment method, and transaction time. Designed for direct printing or digital delivery, it serves as a purchase confirmation and proof of payment.

Reception Report

Tracks the reception of goods from suppliers, comparing received quantities with purchase orders. Highlights discrepancies and delivery dates.

Request Report

It includes detailed information like the requester’s identity, the issue description, any attachments, status updates, assigned personnel, and resolution notes. This is not a list or summary of requests, but a full, standalone report of an individual request, ideal for audits or communication with stakeholders.

Route Report

Displays route planning or delivery execution data, including destinations, driver assignments, and completion logs.

Shipping Report

Summarizes shipping activity with package details, destinations, tracking numbers, and courier statuses.

Stock List Report

Provides a comprehensive snapshot of all available stock items, quantities, and warehouse locations.

Stock Reorder Report

Highlights items that have fallen below reorder thresholds, helping maintain optimal inventory levels.

Stock Value Report

Calculates the current total value of inventory based on quantity and cost or retail price. Useful for accounting and asset tracking.

Timesheet Report

Summarizes time worked by employees across projects or dates. Useful for invoicing clients or evaluating productivity.

Work Order Report

Represents a formal work order with assigned tasks, deadlines, materials, and instructions for execution.