This Article lists the steps for a PA Beer Distributor using Revel POS and the Excel Macro iPOS created to produce a simple report to aid in ordering Product from Vendors.
What is needed:
- Product Inventory Summary Report.
- Based on the date range specified.
- Filtered by Vendor.
- Exported to a noted place on your hard drive.
- Excel Macro created by iPOS.
Export Product Inventory Summary Report
- Go to "Management Console", then "Reports" , then "Other Reports", and then "Product Inventory Summary".
Set the Date Range and Vendor:
- The Date is set by clicking the Date Range immediately under the "Product Inventory Summary" Report Title in the blue header.
- Select the Vendor by clicking the "Filter" Button and finding in the Vendor Section.
- Click "Apply" in the bottom right of the Filter Box.
Export the list of Products:
- Click the "Ellipses" button between the Search and Help Buttons on the right of the blue header and then click "XLS".
- Select where to save the report. Please note where you save the report.
- Go to your Windows Desktop (or wherever you saved the Excel Macro to produce the Report).
- Double click the Macro spreadsheet.
- When prompted, click the file you just exported and saved.
- You will be prompted to save the file. We recommend you rename the file and save it in a location easy to access, like on the desktop.
- The Macro will then produce a worksheet that will allow you to note the quantities of each Product you want to order in the Order Column.
- Use the information on this report to produce your Purchase Order.
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