User guide

168 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
Report Features
DISPLAY CONTROLS
All reports display to the screen and are optionally printed. The top of
the report display contains report viewing controls allowing sizing and
scrolling the report.
CONSOLIDATED REPORTING
Sales and
A/RA/R
A/RA/R
A/R reports can be run for a single store or across all stores in
a centralized SPOT system. A filter dialog automatically prompts for the
store number when running appropriate reports.
MAIL MERGE
The export of address specific customer data into Microsoft Word is
possible using the optional report writer or one of the merge reports
included in the customer report group.
REPORT WRITER
Most existing reports can be modified using SPOT’s internal report
writer (called SPOT Query) along with the optionally purchased Crystal
Reports 8.5 or greater.
BALANCING INVENTORY TO SALES
An advanced feature of SPOT is the ability to balance the change in
physical inventory value to the change in sales value. For example, as
orders are sold the physical inventory value decreases and sales value
increases resulting in a net daily balance that can be used for theft loss
identification. The physical inventory process provides a way to verify
beginning inventory value. The Sales report group contains incoming
and outgoing reports used to verify order value changes against. See A
Typical Operational Day chapter for more details on the balancing
process.
Available Reports
Most of the reports listed below are supported by the built-in report
writer (requires the purchase of an optional Crystal Reports library) for
modification. Filters within each selected report type further extend the
flexibility and variety of the reporting function. Various filter views
appear when needed with each report type selection and include these
basic types: