Reports Updates
Reports Updates include minor improvements to ease of use in the Reports tool.
Reports Help is the column with clickable links to open Online Help in your browser. Reports Help is now fixed width and clickable links are Underlined to clarify their use.
Inventory by Item Type Summary
Inventory by Item Type Summary shows the total cost by Item Type for three years.
Print the report to see each year end for the three prior fiscal years plus year to date. Export the report for a breakdown by quarters for three prior years and year to date.
This report excludes non-Inventory items and only includes Inactive if added in Search.
Modern Reports
Modern Reports use optimized design to more fully utilize state of the art processors.
BigBusiness newest inventory reports return in 10 seconds for 100 pages of inventory. This adds up 1000 invoices per month plus purchases and builds across 20 years' data.
Apple, for example, has put a alot of memory inside their new chips to have available. BigBusiness loads that memory, crunches those reports, and passes back fully formed.
Item Reports
Item Reports are being updated to use modern reporting for fast processing and return.
Modern reports can run on Remote Clients and across huge data sets without penalty.
When you are looking for a Report, start with the Help column to find newest, fastest.
Inventory by Item Type
Break down your inventory by Item Type to see past valuations and know your cost.
Inventory by Item Type is a modern report for looking at past inventory breakdown. Item Types can change and these reports use current Item Type from each item card.
This report automatically excludes non-Inventory items, Obsolete items, and Inactive.
Annual Turnover
Annual Turnover or Annual Turns is standardized in BigBusiness 15 to use 365 days.
Questions in the Q&A Tool and Reports for Items calculate this for easy comparison.
These include Q&A's like Which Items Have Turnovers Greater Than... and Reports such as Inventory Sales Analysis, Customer Sales Analysis, and Inventory Turnover.
Turns are calculated by dividing Qty Sold by Ending Qty On Hand for a Date Range. Annual Turns extends Turns by the ratio of days in a year, 365, to days in the range.
Inventory As Of
For inventory As Of a past date, use Items Reports named, Inventory by Item Type.
Chapter 605 Inventory Reports
Inventory Reports help you track your inventory, measure sales, and reconcile results.
In the Reports tool under Items, BigBusiness 15 includes some 50 reports about items.
Among these are Inventory reports which measure Qtys and Costs of Inventory items.
Inventory items are those with Inventory checked on the Item card, which are counted, and use inventory accounting, adding cost into inventory and out to cost of goods sold.
Report Calculations
Report Calculations are updated for a number of reports for new database restrictions.
Export Calculations
Export Calculations are updated for a number of reports for new database restrictions.
Prevent Print
Prevent Print is the result of protection settings to avoid printing incorrect documents.
One reason is your company uses an online sales tax service such as TaxJar or Avalara, so you may need to Save before you Print to ensure any tax lookup is performed first.
If you click OK to save, you probably will see Print Options, which Prints after Save. You may also Cancel to not save any changes and re-open the saved record to Print it.
Cannot Print Modified
Cannot Print Modified is a Restricted Access setting on an Employee card, Access tab.
Cannot Print Modified may prevent errors by disallowing printing of unsaved records. Click the checkbox and the Employee gets an error when they try to print before save.
This option may be helpful if Sales Tax lookups are automatic and might be skipped. Use Employees Search to view or change this setting for multiple Employees at once.
Block Employees
Block is the option to set Restricted Access for Employees using Update on a Search.
Go to Employees toolbar, Employees Search, and click Find All to view all employees. Click Add (+) to add a column for Restricted Access, such as Cannot Print Modified.
Command-Click to select multiple entries and click Update. Choose the access option to update, like Cannot Print Modifed and set to Block. OK and and Confirm changes.
Customer Listing
Customer Listing lets you combine customer names and codes to suite your own need.
You might have Last Name, First Name or you might have Company Name and Code.
Order imports are updated to use a larger format to all allow for procurement systems.
Update Customers
Update Customers is the import for making changes to existing customers' information.
Warehouse Code can now be imported to set orders being imported automatically.
Matching is updated to find the right customer using Listing, Code, Address, and more.
Chapter 634 Tariff Topics
Tariff Topics include tools for levying a surcharge, computing costs, and landed costs.
Customer Matching
Customer Matching is updated on Imports to include Update Customers and Listing.