Reporting

• Finding and Editing Quick Report Source Files

  To edit Quick Report files, you must identify the path of the folder where the source files are stored and then edit them as text files. To identify the path, Go to Modules > Security Filter to and se...

• Inventory Transfer Report

  Overview The Inventory Transfer Report security setting allows users to see and use the Inventory Transfer Report default report. This report can be copied and edited in Report Designer. See the Repor...

• Excel Export to Template

  Overview Excel Export to Template is a function for Quick Reports that allows users to export quick reports into an Excel file that has been setup in advance. Users can use this function to export Sal...

• In-Transit Transfer Report

  Overview The In-Transit Transfer Report security setting allows users to see and use the In-Transit Transfer Report default report. This report can be copied and edited in Report Designer. See the Rep...

• Hiding an Address on Reports for Blind Ship

  Reports can be modified to hide addresses from printing when the Blind Ship Smart Field box is checked. Blind Ship Field: Note: The Blind Ship Field setting must first be enabled in Modules > Settings...

• Excel Sales Document Report

  Overview Using the Sales Pad Excel Sales Document report, along with an Excel spreadsheet containing merge fields, you can create an Excel spreadsheet report for an existing sales document. Merge fiel...

• Excel Sales Document

  Overview Using the Sales Pad Excel Sales Document report, along with an Excel spreadsheet containing merge fields, you can create an Excel spreadsheet report for an existing sales document. Merge fiel...

• End of Day Quick Report

  Overview End of Day Quick Report is a SalesPad security that allows users to access the End of Day Quick Report default report. This report can be copied and edited in Report Designer. See the Reports...

• Dangerous Goods Declaration

  Overview The Dangerous Goods Declaration Security setting allows users to see the Dangerous Goods Declaration report in the report manager. This report can be copied and edited in report designer. See...

• Detailed Packing Slip

  Overview The Detailed Packing Slip security setting allows users to see the Detailed Packing Slip report in the report manager. This report can be copied and edited in report designer. See the Reports...