SeLocation:
Reporting → Posting products (found on the left side of the page)
The report can be used to track products added to hour entries based on a defined time period. This guide describes how to use the report and how to narrow it down.
Content of the instructions:
1. Report tab
The report can be narrowed down based on the following information:
Interval
Product
Customer
Employee
Product, customer and employee boundaries are made on their own tabs (see section 2).
Grouping
The report can be grouped at two different levels, for example:
By product group (default)
By customer
By customer group
By account
Product Status
The report can be narrowed down by the status of the products:
All
Unprocessed (incl. unconfirmed) – Shows unbilled and unapproved products
Processed – Shows invoiced or approved products
Unconfirmed – Displays products that are in the Unconfirmed status
Download the report
The report can be downloaded in two formats:
Excel button: Download summary report (number of products, billing, cost)
Gear button: Download a detailed breakdown by entry
Product Shifts
Clicking on the product row in the report opens a view where you can see the shifts for which the product in question has been entered. View:
Products are presented by customer
Shows: number of units, invoicing and total cost
By opening the customer row, you can see the individual shifts, including the employee's name, date, number of pieces, invoicing and cost
By clicking on the date, you can edit the shift in a new tab
Shifts can also be uploaded to excel using a separate button.
2. Filtering the report
Products tab
Select individual products
You can select all products at once "Select All"
Also narrow down products based on special group (from the drop-down menu)
By default, all products are shown if none are selected
Customers tab
Select individual customers
You can select all customers at once "Select all"
Also narrow down by special group
By default, all customers are shown if none are selected
Employees tab
Select employees
By default, all workers are shown if nothing is selected
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