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Custom Report Table Views
Creating tables from custom reports.
Inventory Items
Creating additional inventory item units.
installed latest version but under report cant see the custom report tab under csv builder?
You have to purchase the Custom Reports module from the Samba Market.
Dear @Emre, TABLES in Custom Reports is a MAYOR, GREAT, EXCELENTE Feature. I installed and cant wait to start palying with it!!!
THANKS!!!
G.
PD, is there any chance to add unit choice in End of Day Records?
Sorry to bother you so much!
G.
Obviously we have something to do there but I don’t think the solution will be unit choice. That need clearly make me feel we have a design issue because there shouldn’t be a need for unit selection . The number we type there is the result of a tally and as people don’t do it in multiple units we should always have a single tally unit. Imho requirement of changing units (remembering that) is a big flaw. What leads to that requirement? I’m trying to understand this.
Hi @Emre… let me try to explain this with expamples:
I do have some different items in my inventory, like
CHEESE
Base Unit: Grams
Trans Unit: KILO
Multiplier: 1000
BEER
Base Unit: Bottle
Trans Unit: BOX
Multiplier: 24
SHRIMPS
Base Unit: Grams
Trans Unit: KILO
Multiplier: 1000
PIZZA PIES
Base Unit: Unit
Trans Unit: Unit
Multiplier: 1
ALL KIND OF SODAS
Base Unit: Bottle
Trans Unit: Pack
Multiplier: 12
So, finally after a few long posts with @Jesse and @QMcKay I found that this seems to be the wright path to follow since, BASE UNIT is the unit in wich you sell, and TRANSACTION UNIT is the unit in wich you usually buy.
Using this configuration works fine for most of the functions in SAMBA, lets review this:
In a normal day, I would go to that screen and correct ONE bottle of beer (becuase it broke, or it did not have gas, or just dissapeared). Having to calculate how much % of a box I do have is complicated at that point. Lets imagine I have 17 bottles in my fridge, out of 24 bottles of a box. that means that i have 0,708333% of a box. when I go to End of Day Records and see that It says 0,75 I have to do the conversion to units, count the units in my fridge, convert it again to box and then compare to see that its wrong…
So bottom line, I we could se the end of day record in base units, and choose unit as in transaction screen, it would be more than great!!!
Hope this was not too long, and sorry to bother you so much!!!
Thanks!!!
G.
I understand why you want to keep your multiplier set to your Transaction Unit as its symbolic and you like it to appear that way…but like I said this can all be avoided by setting a multiplier of 1 and purchasing accordingly. You could then adjust your end of day reports by bottle and not have to calculate anything…
The reason I keep saying this is because its available now and @emre does not have to redo the system for it to work.
Imho seeing end of day records for beer by in packs is the reason of the issue. As you count inventory in bottles you should also see / update inventory in bottles. To do this you have to remove transaction unit for beer and the base unit for beer becomes bottle.
However when you do this you won’t be able to purchase beer in packs. That’s why I’ve implemented additional units feature. Pack will be an additional unit and you’ll be able to use it in purchase transactions without changing reports. I still have few to do’s for defining base units for transactions.
For meat it will have both grams for base unit and kilograms for transaction unit as you’ll both buy and tally meat in kilograms but use grams in recipes.
I can still think some cases that will need unit selection but I think I can solve these by allowing unit selection in recipes.
Sorry for not just implementing that simple feature but I strongly believe people will forget changing unit and they won’t be able to fix it as editing past eod record is not possible. I think there should be no need for changing units while editing eod records.
Wy would you keep multipier in 1? If so, why would you have many units, just 1 will solve all trouble.
I dont get having multiple units with different name and multiplier in 1… that makes no sense to me.
Well, thats great! Doing this is exactly the same thing that I was requesting, The plus here is that your concern about people forgetting to change will be gone.
Exactly the same occurs with transactions (purchases), you should be carefull, thats all… you should be carefull in any transaction…
I strongly beleive that choosing units ie EOD Records would be benefitial… but thats only me… for now!!! LOL!!
Thanks!!!
G.
Gerlandog this is effectively the same thing as setting it to 1. Except now we have another unit to fix the purchasing issue Thank you @emre.
I don’t understand what you mean by
I never said you should have multiple units with different name… what do you mean by this?
I have noticed one small thing… if you leave Transaction Unit empty in the purchase transaction Unit Drop Down there is a blank unit I understand why its showing up but is there away you can filter this out?
You don’t need to enter a multiplier as 0 or empty multiplier already becomes 1 but when you enter it as 1 (>0) it thinks there is a transaction unit.
Edit: Your base unit is Ea but it displays as box in reports. Was transaction unit of it box?
Yeah its small annoyance nothing major I just thought maybe you could filter that out somehow. Regardless it works great.
Yes I’ll filter that 
Just wanted to let you know the reason of it …
I kind of put two together and figured that out. It makes perfect sense too. Its funny but I really did not have to change anything with how I have been tracking my stuff you just enhanced it with this feature 
I really was happy with it but now its just a little easier as I can just use my regular transaction unit in purchases.
Maybe @gerlandog will finally understand what I have been trying to tell him all this time
I fixed that… it was me experimenting with behavior… I had Box defined as transaction unit…+Extra transaction unit as Box.
I changed the screenshot to not confuse anyone.
PS: I learned how those reports fill that column doing this though. So if you fill in Transaction Unit it uses that if you leave it blank it uses base unit.
Yes we’ll still need transaction unit for items we purchase & track in kilograms but use grams in recipes. For example meat inventory will decrase in grams (base unit) but it will display reports in kilograms (transaction unit)
Yes in fact I use it this way. I only track specific items by Ea and the rest I want tracked by Box or Case etc. Like meat, French Fries, Tomatoes etc. The screenshot you see is just my test DB maybe when I’m at the business ill take a screenshot of my actual inventory.
That is EXACTLY my point… having BASE unit and TRANS unit both in units, grams, kilos or whatever and multiplier in 1 seems to me a waste of space, and makes no sense.
Having aditional units its great, but why would you have two units and only use one? If you set your multiplier to 1 seems that the units, regardles the name, are the same…
Yes dear @Jesse, every time we write about this you are suggesting me to put my multiplier in 1, and again, that makes no sense. Why would I set two units and multiplier to 1?
Now that we have mutiple units, that means that TRANSACTION UNIT and BASE UNIT will become the same and most of us will have them both set to something with multiplier to 1.
As to me, BASE unit is the unit in wich you sell, and the unit in wich you track your countable and uncountable inventory items. TRANS unit is the unit in wich you buy, and in wich you track your (only) uncountable inventory items.
I will try this (for 5th time LOL!!!):
After doing all that I will try to see @emre and @Jesse points and try to understand why should we using both BASE and TRANS unit with multiplier 1 (meaning this that with a multiplier set to 1 they are the same unit, but different name).
Thanks!!!
G
