Report Settings
Many of the form reports can be adjusted to suit your requirements by using system reference settings. To access the system reference settings select, from the navigation pannel:
- Administration,
- Advanced,
- System Types,
- Then find the system reference type where the column "Name" is equal to "REPORTS"
The system reference type "REPORTS" contains all the settings that can change report behaviour. The key settings are as follows:
| Code | Description | Default Value | Comment |
|---|---|---|---|
| ADJUSTMENT-NOTE | Name of adjustment note report. | Adjustment Note | |
| BANK-DEPOSIT-PAGE-BREAK-BY-TENDER | Start each tender on a new page when printing bank deposit report. | False | |
| COMBINED-ZREAD-REPORT | Name of combined zread report | Combined Z-Read Report | |
| CUSTOMER-DEBIT | Name of customer debit report. | Customer Debit | |
| CUSTOMER-RECEIPT | Name of customer receipt report. | Customer Receipt | |
| CUSTOMER-RECEIPT-FOOTER | Text to print at the bottom of a customer receipt (HTML permitted). | ||
| DELIVERY-DOCKET-FOOTER | Text to print at the bottom of a delivery docket (HTML permitted). | ||
| DELIVERY-DOCKET-SHOW-BILLING-FAX | Show fax number under billing address on delivery dockets. | False | |
| DELIVERY-DOCKET-SHOW-BILLING-PHONE | Show phone number under billing address on delivery dockets. | False | |
| DELIVERY-DOCKET-SHOW-DELIVERY-FAX | Show fax number under delivery address on delivery dockets. | False | |
| DELIVERY-DOCKET-SHOW-DELIVERY-PHONE | Show phone number under delivery address on delivery dockets. | True | |
| GIFT-REGISTRY-WELCOME-LETTER | Text to print on the gift registry welcome letter. | We would like to wish you the best for your upcoming special occasion on {0:MMM dd, yyyy}.\r\n\r\nThank you for choosing us for your gift registry. We will do our best to ensure that your guests receive all of the assistance required when choosing from the selection you have made.\r\n\r\nYour guests are welcome to purchase gifts at any of our stores, or request a copy of your selections from our website.\r\n\r\nWe have enclosed a copy of the selection you have made for your registry. As we continually have new stock arriving, we recommend that you come into the store as often as you like before the planned date, to add to your selection. Unfortunately, price rises occur from time to time and we cannot guarantee these prices will remain unchanged up until your event date.\r\n\r\nWe appreciate that you have any choices. We thank you once again for choosing us.\r\n\r\nAll the best. | |
| IGNORE-SHOW-IN-SALES-REPORTING | Ignore the 'Show in Sales Reporting' flags on cards and products, reporting on all sales. | True | |
| INTERNET-TENDER | Tender used to signify an Internet sale | 9 INTERNET | |
| LAYBY-DOCKET-FOOTER | Text to print at the bottom of a lay-by docket. | We realise as a shopper you have many options. Thank you for choosing to shop with us. We will gladly exchange any products with proof of purchase excluding sale items. Lay-By Conditions: - {0:0}% Deposit Required - Maximum {1:0} week lay-by period (expires {2:MMM dd, yyyy}) - Monthly payments required - Deposit is forfeited on cancellation of lay-by (to a maximum fee of {3:c}) _____________________________ Customer Signature | |
| ORDER-DOCKET-FOOTER | Text to print at the bottom of an order docket. | Customer Order Conditions:\r\n - 20% Deposit Required\r\n - Deposit is forfeited on cancellation of | |
| OUTSTANDING-SALE-ORDERS-REPORT | Name of Outstanding Sale Orders Report | Outstanding Sale Orders | |
| PICKING-SLIP-SHOW-BILLING-FAX | Show fax number under billing address on picking slips. | False | |
| PICKING-SLIP-SHOW-BILLING-PHONE | Show phone number under billing address on picking slips. | True | |
| PICKING-SLIP-SHOW-DELIVERY-FAX | Show fax number under delivery address on picking slips. | False | |
| PICKING-SLIP-SHOW-DELIVERY-PHONE | Show phone number under delivery address on picking slips. | True | |
| PRE-PRINTED-STATIONERY-ENABLED | Whether to enable support for pre-printed stationery when printing formatted reports | False | |
| PRE-PRINTED-STATIONERY-MARGIN-BOTTOM | Size of the margin (in mm) to leave at the bottom of each page for pre-printed stationery | 145 | |
| PRE-PRINTED-STATIONERY-MARGIN-TOP | Size of the margin (in mm) to leave at the top of each page for pre-printed stationery | 145 | |
| PRINTED-CHEQUE | Name of printed cheque report. | Printed Cheque | |
| PROFIT-LOSS-SALES-ACCOUNT | ID of the account used for profit & loss sales variance reports. | 61010 | |
| PURCHASE-ORDER | Name of purchase order report. | Tosco - Purchase Order | |
| PURCHASE-ORDER-FOOTER | Text to print at the bottom of a purchase order (HTML permitted). | ||
| PURCHASES-CUBES-FROM-INVOICES | Purchases cubes from invoices. | True | |
| REMITTANCE-ADVICE | Name of remittance advice report. | Tosco - Remittance Advice | |
| REMITTANCE-ADVICE-FOOTER | Text to print at the bottom of a remittance advice (HTML permitted). | ||
| SALE-DOCKET-FOOTER | Text to print at the bottom of a sale docket. | Peace of Mind with Every Purchase\r\n\r\nWe want you to be 100% satisfied with your purchase.\r\n\r\ | |
| SALE-DOCKET-LAYOUT | Layout of the text-based sale docket. | [COMPANYNAME ]\r\n[SITENAME ]\r\n ABN [ABN ] \r\n[WEBSITE ]\r\n[STREETADDRESS ]\r\n[SUBURB ]\r\n[PHONE ]\r\n \r\n TAX INVOICE \r\n------------------------------------------------\r\nDate: [DATETIME ] \r\nOperator: [USERNAME ] \r\nReference: [REFERENCENUM ] \r\n------------------------------------------------\r\nProduct Qty Price Total\r\n------------------------------------------------\r\n#LINEBAND# \r\n[PRODCODE ][PRODNAME ]\r\n[S] [QTY] @ [PRICE ][VALUE ]\r\n[DISCOUNTLINE ]\r\n#ENDLINEBAND# \r\n------------------------------------------------\r\n[Q] Item(s) Sale Total $[TOTAL ]\r\n#TENDERBAND# \r\n [TENDID ] $[TENDVAL ]\r\n#ENDTENDERBAND# \r\n Rounding $[ROUNDING]\r\n Change $[CHANGE ]\r\n * GST Amount Included in Total $[GSTTOTAL]\r\n + Discounts Included in Total $[DISCTOTA]\r\n------------------------------------------------\r\nPeace of Mind with Every Purchase \r\n \r\nWe want you to be 100% satisfied with your \r\npurchase. \r\n \r\nIn addition to your statutory rights we will \r\ngladly offer you the choice of an exchange, \r\nreplacement, store credit or refund where \r\nproducts are returned within 14 days of \r\npurchase, in saleable condition, in original \r\npackaging and accompanied by proof of purchase. \r\n \r\n* Excludes Sale Items. Excludes Books and CDs \r\ndue to their highly transferable nature. \r\n################################################\r\nKEY \r\n------------------------------------------------\r\nVariable Description A \r\n------------------------------------------------\r\n#LINEBAND# Start of Line Band \r\n#ENDLINEBAND# End of Line Band \r\n#TENDERBAND# Start of Tender Band \r\n#ENDTENDERBAND# End of Tender Band \r\n[COMPANYNAME ]\r\n Company Name C \r\n[SITENAME ]\r\n Site Name C \r\n[ABN ] ABN L \r\n[WEBSITE ]\r\n Website URL C \r\n[STREETADDRESS ]\r\n Street Address C \r\n[SUBURB ]\r\n Suburb C \r\n[PHONE ]\r\n Phone Number C \r\n[DATETIME ] Date/Time L \r\n[USERNAME ] Operator Username L \r\n[REFERENCENUM ] Reference Number L \r\n[PRODCODE ] Product Code L \r\n[PRODNAME ] \r\n Product Name L \r\n[S] Symbols L \r\n[QTY] Quantity R \r\n[PRICE ] Unit Price R \r\n[VALUE ] Line Value R \r\n[Q] Total Items R \r\n[TOTAL ] Sale Total R \r\n[TENDID ] Tender ID R \r\n[TENDVAL ] Tender Value R \r\n[ROUNDING] Rounding Value R \r\n[CHANGE ] Change Value R \r\n[GSTTOTAL] Total GST R \r\n[DISCTOTA] Total Discounts R \r\n | |
| SALES-BY-DAY-DETAIL-REPORT | Name of Sales By Day Detail Report | Sales By Site By Day (Detailed) | |
| SALES-BY-DAY-DETAIL-WITH-TENDER-REPORT | Name of Sales By Day Detail With Tender Report | Sales By Site By Day By Tender | |
| SALES-BY-DAY-SUMMARY-REPORT | Name of Sales By Day Summary Report | Sales By Day | |
| SALES-COMPARISON-BUDGET-ACCOUNT | ID of the account used for sales budgeting. | 61010 | |
| SALES-CUBES-FROM-INVOICES | Sales cubes from invoices. | True | |
| SALES-ORDER-FOOTER | Text to print at the bottom of a sales order (HTML permitted). | ||
| SALES-QUOTE-SHOW-DISCOUNT | Show the discount column on quotations. | True | |
| STATEMENT-FOOTER | Text to print at the bottom of a customer statement of account (HTML permitted). | ||
| STATEMENT-OF-ACCOUNT | Name of statement of account report. | Statement of Account | |
| STOCK-STATUS-REPORT | Name of Stock Status Report | Stock Status | |
| TAX-INVOICE | Name of tax invoice report. | Tosco - Tax Invoice | |
| TAX-INVOICE-ADJUSTMENT-NOTE | Name of tax invoice/adjustment note report. | Tosco - Tax Invoice | |
| TAX-INVOICE-FOOTER | Text to print at the bottom of a tax invoice (HTML permitted). | Title to these goods shall remain the property of Tosco Office National and shall not pass to the Buyer until the purchase price of the goods has been paid in full and received by Tosco Office National | |
| TAX-INVOICE-HEADER | Text to print at the top of a tax invoice (HTML permitted). | ||
| TAX-INVOICE-HIDE-DUE-DATE | Hide the due date on the tax invoice. | False | |
| TAX-INVOICE-HIDE-PAYMENT-TERMS | Hide the payment terms on the tax invoice. | False | |
| TAX-INVOICE-PAYMENT-REFERENCE | Reference to use in the payment section of the invoice (CustomerCardID or TransactionNumber) | CustomerCardID | |
| TAX-INVOICE-SHOW-BILLING-FAX | Show fax number under billing address on tax invoices. | False | |
| TAX-INVOICE-SHOW-BILLING-PHONE | Show phone number under billing address on tax invoices. | False | |
| TAX-INVOICE-SHOW-DELIVERY-FAX | Show fax number under delivery address on tax invoices. | False | |
| TAX-INVOICE-SHOW-DELIVERY-PHONE | Show phone number under delivery address on tax invoices. | False | |
| TAX-INVOICE-SHOW-DISCOUNT-PERCENT | Show the discount percent on tax invoices. | False | |
| TAX-INVOICE-SHOW-PRE-DISCOUNT-VALUE | Show the pre-discount value on tax invoices. | False | |
| TOP-SELLERS-REPORT | Name of Top Sellers Report | Top Selling Products | |
| UNIT-PRICE-DECIMAL-PLACES | Maximum number of decimal places to show on unit prices on invoices | 2 |