How do I maintain my 1014 Report

If you have recently added or made changes to Suppliers or Products and run a 1014 report you may notice that your numbers are not what you were expecting to see you will need to ensure that your report queries are setup properly and returning all the values you are expecting.

Query Filters are found under Admin -> Query Filters

After you have gotten to the Query Filters select the Name for the product group that you are seeing an issue with or made changes in and either double click on it or make sure it is checked and click "Edit Selected Query Filters"

Then ensure that you have filtered the query to the criteria that covers your products in that category and click save.

Suppliers
If you have added a new supplier you will need to go into the Admin -> Suppliers and open the new supplier entry.

At the bottom of the Supplier information, there will be a drop-down list. From that list select "Supplier Inventory Data"

This will give you a new drop-down list below it to select what type the supplier is. PA Manufacturer, Importing Distributor, or Out-of-State Manufacturer and then Save your selection.


Unit of Measure
Another very important thing to pay attention to is your Product Unit of Measure settings.  If the Product Unit of Measure is not set up correctly then your numbers will be off on the report.  So for example, if you Tap Kegs to sell 32oz or 64oz Growlers/Containers you would want to set the Kegs Units to 1 and the Growlers units to a decimal value like displayed in the following image. 
Other Product Unit of Measure items Like 24 packs being split to 12pk, 6pk or single would still need to be set up with the 24 pack being 24 units the 12 pack being 12 units and so forth as explained in Unit of Measure and Repeating barcodes
ą
Gregory Frazier-Hansen,
Jan 3, 2019, 2:12 PM
Comments