报告

该应用程序可以创建全面的PDF报告，这些报告可以根据您的特定要求进行定制。此外，它简化了以CSV文件格式提取数据的过程，使您可以灵活地根据需要设置分隔符和属性。默认分隔符是逗号，但您也可以根据自己的喜好从分号、冒号或制表符等其他选项中进行选择。

要配置报告和数据提取选项，您需要执行以下步骤：

-浏览可用报告和摘要列表。
-根据您的要求启用或禁用特定的报告和数据提取。
-根据您的业务需求添加或删除属性。
-选择要启用或禁用的操作，例如打印、共享、预览或通过电子邮件发送。

页面选项

为了便于创建 PDF 报告，您可以设置适用于所有报告的通用页面选项。以下是您可以选择的一些选项：

-标准页面大小，如 A4、信纸和法定页面。
-如果您需要特定的内容，请自定义页面大小。
-报告内容的字体样式、大小和颜色。
-页眉和页脚内容，例如您的公司名称、徽标、地址、联系信息以及您要添加的任何其他文本。

通过定义这些选项，您可以节省时间并确保所有 PDF 报告的一致性。

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.