SMS eSuite - Managing Report Codes

SMS eSuite - Managing Report Codes

GLDS Training Step-By-Step




Managing Report Codes


Information

Report codes group unrelated items, such as seasonal ones, in a single report. During Christmas, for example, linking seasonal items with a report code allows you to view the sales for these items and compare them with regular sales.

You can create report codes with the Report code table, then link the items using the Report field in the Main item table.


Find and Display the Report Code Table

The Report code table is available from the launcher in the following eSuite modules: Care, Manage, Buy, Sell, and Batch.

To display the Report code table:

  1. Click the down arrow in the Dimensions entry to expand its menu.



  2. Select Report codes to open the Report codes start window.
  3. Select List.
  4. Select a record from the grid.


  5. Click Edit in the bottom menu to open the Report code table.


Create a report code

You can create a report code from the Report codes list or table.

  1. Click Add in the list or table toolbar.

The Report code table opens on the desktop.

  1. Enter the code of the report (mandatory) and description.
  2. Click Save in the toolbar or press Enter on your keyboard to save the changes.
  3. Click Refresh at the bottom of the list to see the new record.

Modify a report code

  1. Open the Report code table for the record that you want to edit.
  2. Modify as required.
  3. Click Save in the toolbar or press Enter on your keyboard to save the changes.

Deploy Auxiliary to Lanes

  1. Expand Tools in the Launcher bar.
  2. Click Deploy.
  3. Click Deploy auxiliaries in the deploy window.
  4. Click the down arrow in the Target line in the wizard windows and select Show search tool.
  5. Select Exchange all and click OK
  6. Click Execute in the wizard window.


    • Related Articles

    • SMS eSuite - Managing Departments

      Department table Information The Department table contains information for groups of items like taxability or restrictors. Some points of sale, especially cash registers, use department keys to sell non-coded items. The eSuite software uses ...

    • SMS eSuite - Managing Sub-Departments

      Sub-department table Information The Sub-department table contains information for groups of items. The eSuite software uses sub-departments to group coded items and direct key sales for reporting. Instead of directly linking coded items to ...

    • SMS eSuite - Managing Like Codes

      GLDS Training Step-By-Step Managing Like Codes Information The Like code table is used to maintain codes that are later used to link items through the Like code field of the Price table. eSuite's default Like Code behavior will normalize all like ...

    • SMS eSuite - Managing Family Codes

      GLDS Training Step-By-Step Managing Family Codes Information Families in eSuite group sets of items based on common characteristics. There are types of items that are produced by multiple manufacturers. Juices, for example, may be part of the same ...

    • SMS eSuite - Managing Mix and Match Codes

      GLDS Training Step-By-Step Managing Mix and Matches Information The Mix and match table contains entries that allow you to expand a package price, like 3/$6.00, across multiple SKUs. For example, if you want to sell a combination of pop and chips at ...