Results 1 to 2 of 2

Thread: Sage Intelligence reporting

  1. #1
    New Member
    Join Date
    Nov 2016
    Location
    Cape Town
    Posts
    2
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Sage Intelligence reporting

    Hi all.

    My employer wants to simplify our reordering of stock. To do this he wants a report that states which items and quantities were sold for the previous month.
    With that we also need to see how many of those items are still on hand so that we can decide if it is necessary to reorder certain items. This will be based on how many are still on hand as well as how fast the items move.

    I first tried by going to View/Inventory/History/Item sequence. And selecting the options:
    • Search by: Inventory Category
    • Start - End: 000 - 999
    • Code start to end: blank to zzz
    • First to last day of the required month
    • Transaction type: Tax Invoice
    • Unticked show details


    The result is perfect except it does not show how many of the listed items are still on hand.

    After scratching around some more, I discovered we have a module for Intelligence reporting on our package. It seems to me you can do pretty much anything with it in terms of reporting. That is, if you have sufficient skill with Excel. It seems that when you edit a report module, you have to manually edit the excel template accordingly as well, or am I missing something? I currently do not have the skill/knowledge to do the excel part.

    To recap, all I need is a report that states which items and quantities were sold in the previous month including how many are still on hand.

    Hope my first post isn't too bad

    Thank you in advance.

  2. #2
    Diamond Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Westville, Durban
    Posts
    2,509
    Thanks
    36
    Thanked 406 Times in 353 Posts
    Hi,

    I could possibly assist you with your request. Would you like to email me directly and we can take it from there?
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    IronTree Online Solutions
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

Similar Threads

  1. Financial intelligence for those with no intelligence
    By wynn in forum Scam Alert Forum
    Replies: 5
    Last Post: 06-Mar-14, 01:47 PM
  2. Year End Reporting?
    By ultramel123 in forum Accounting Forum
    Replies: 2
    Last Post: 04-May-13, 09:06 AM
  3. Basic Tutorial on Business Intelligence Centre
    By tebobo in forum Accounting Forum
    Replies: 2
    Last Post: 07-Oct-12, 04:24 PM
  4. National Strategic Intelligence Amendment Bill
    By Dave A in forum General Regulatory Compliance Forum
    Replies: 1
    Last Post: 27-Feb-08, 08:31 AM

Tags for this Thread

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •