Auto Report Overview

Auto reports are used for automatic report generation with subsequent e-mail dispatch. As a rule, a distinction can be made between a data export as CSV or Excel export. However, there are also auto reports that send an e-mail with a message and without an attachment (see Daily Closing).

One or more e-mail recipients can be stored for auto reports. Several recipients are entered separated by a comma.




Auto report daily closing

The auto report daily closing can be used to create statistics on the actions performed on the current day. The statistics are sent by e-mail to one or more recipients.
The auto report can be stored via Reports- >Auto Reports.
daily closing

  • The start hour can be used to set when the day-end closing is to be created.
  • With the help of “Pitch names” it can be filtered which storage spaces serve as “Refurbished”. Several pitches can be specified separated by commas.
  • Under feature code the code of the client feature is entered, which is used for the calculation of the individual values.
  • One or more (then separated with ,) can be entered under recipient e-mail.

The result of the daily closing then looks like this:

Outgoing new: 1
Outgoing from stock: 82
All returns: 39
Ingoing new: 22
Refurbishment: 50

  • Outgoing new = > Sent articles with the characteristic code set.
  • Outgoing from stock = > all other characteristics
  • All returns = > the sum of the collected goods
  • Ingoing new = > Total goods receipt on current day
  • Refurbishmeht = > Total stock transfers (with duplicate recognition) to storage bins that begin with the “storage bin name” and did not have the set characteristic code during stock transfer



system inventory

Via “Reports- >System inventory” you can export the warehouse stocks as text files.

The file contains all stocks, including reserved quantities. Stocks that have already been packed are not taken into account.

System Inventory_Tab

First select a warehouse…

System inventory_1

…and then a client.

System inventory_2

Finally click on “Export” to save the text file on your computer.

System inventory_3




stock movements

Via “Reports- > stock movements” you can view all “stock movements”.

Stock_movement_tab

Restrict the results displayed using the “Search” or “Filter” buttons.

To restrict the entries by date, select the “Date” checkbox and enter a period behind it.

Stock movement_search1_Date

To search for entries by “SKU”, “Name” or “Additional Info”, enter your search text, select one of the three search criteria and then click on “Search”.

Stock_movement_Search2_Text

To restrict the list using “Filters”, expand the respective tab and mark the criteria to be displayed with a check mark.

Stock_movement_Filter1

If your “Filter” or “Search” criteria are not displayed correctly, click on “Update” at the bottom left. You can also limit the number of entries per page.

Stock movement_Filter2_actuate

 




accounting history

Via “Report booking history” you can view all transactions and export them as text documents.

Posting_history_tab

 

You can select a specific “client” or include all of them.

Optionally, enter a period for the booking records you are looking for.

Posting_History_1_Restrict

Click on “Show time span” to view the booking records you are looking for or on “Export” to save them as a text file on your computer.

Posting history_2_Export