We use Sambapos in our Small Deli/Grocery Store. I need a way to search a products history. IE Date of last Sale, Total number of sales and Total Amount of sales. The product will change every time the report is ran. Example Manager is looking for product history on Dole Pineapple Juice. So they Type in Dole Pineapple Juice and the report generates all the sales data for that item. How can i implement this?
A very simple way to do this is to use the Customer Report Viewer widget and Editor widget. You would type in the item name to the Editor Widget and pass it to your custom report for all the data points above you explained.
Heres a really rough quick screenshot of a report which has total work period sales by user and I typed my username into the Editor Widget. I’m sure there are ways to enhance this concept.
You can set a predetermined report period for your date like (Report Name:Last Month) or if you want to have a custom date range you can find solutions to this on the forum.
Would something in this style work for you? I am thinking the left side (customers in the animation) would be Menu Items and the right side would be the Orders Report.
(If the animation is not playing, click the image for the animation to run in a pop-up)
I have some free time coming up in the next few weeks, I can help develop something.
@ your customer list
Yes, something like that would work, but I need it to be Department Specific. For Example. Non Tax Grocery is the Group Code, select date range, then it generates a report of the items that sold from that group code, the number of items sold, and the total sales. Also, if I want to see how many Pepsi Bottles I sold, I could search by that name and date range and it will tell me how many we sold.
I can make something up…but it will not be a few months. I am at the top of our busy season. When things slow down I can whip something up.
Picking the inventory item will look something like the animation in this post. (The Vendors or Adding Items to the shopping list buttons would not part of the screen.)
In the mean time, if other people of the forum have any input of report ideas, please feel free to post them.
After thinking about this over the weekend, I think maybe Pivot Table Report might be the way to go. Below is a simple one I use:
This is showing a totals for the Group Code. The blue and green graphs (conditional formatting) are just visual indicator of their rank based on the numbers in the column
This is an expanded Group Code showing the menu items. No conditional formatting, but one could be applied.
A pre-filter can be applied to search or narrow down items for viewing. Here I am just searching for
Pizzain any Group Code. A Group Code Pre-Filter could be applied to narrow down a selection.
Notice the graphs, Group totals and the Colum percentages have automatically changed.
What I had in mind before was creating another entity screen with a report listing all your menu items on one half the screen then another report on the other half of the screen. You would only be able to select one item at a time to run a report.
Using a Pivot Table Report just involves creating a report and setting up the columns and rows. And applying any conditional formatting, If you wanted. The Pivot Table Report is ran in the Reports Section of Sambapos.
Let me know if you like this idea. It would quicker for me to show than my first idea.