Product report

Submitted by Guest on Wed, 25/08/2010 - 11:24

General User's Discussion

Hi All,

I am sure this is simple but I wanted to be able to do a report on individual item. I can not seem to make the product list report work - was never really show how to fill in the fields when we originally were trained. Is there a handout that can help here?

Cheers,

Glen

Product Report

Submitted by bellvet on Wed, 25/08/2010 - 11:54.

HI Glen,

What information did you want to pick up on the product? eg: Sales in a period?

Sandra.

Re: Product Report

Submitted by Glen Hastie (not verified) on Thu, 26/08/2010 - 07:00.

Thanks for the reply Sandra,In this instance we wanted to report on a product over a certain period & exactly which clients were invoiced for this.Then we wanted to do a report to generate a list of email addresses that we have on file to be able to send email newsletters to clients. Cheers,Glen On 25 August 2010 11:54, <sandra@bellvet.com.au> wrote:

HI Glen, What information did you want to pick up on the product? eg: Sales in a period? Sandra. _______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: //lists.openvpms.org/listinfo/users" target="_blank">http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- //tinyurl.com/openvfu" target="_blank">http://tinyurl.com/openvfu

-- Greenvale Animal Hospital

Product report

Submitted by tony on Thu, 26/08/2010 - 08:28.

Hi Glen,

To get a printed report of product sales with customer details you will need to use the "Customer Product Sales" report. If you need only a specific product then you can enter all or part of the product name in Product filter. If you only want a partial match then put a % at the end i.e Amox% will list each product who's name starts with Amox and for each product details which customers purchased the product in the nominated period.

For the email Newsletters you need to utilise the "Customer Activity Export" report. This report allows you to nominate a sales period and product range as before but the output has been designed to generate a csv data file that you can use for bulk mail merging. It includes distinct fields for title, surname, firstname, address, suburb, postcode, state, email address (if they have one) and the last sale date. You can utilise this file in Word, Open Office or a number of applications to email your Newsletter.

Cheers

Tony

Re: Product report

Submitted by Glen Hastie (not verified) on Thu, 26/08/2010 - 10:00.

Thanks Tony,That sounds perfect. I will have a go at both of these.Glen On 26 August 2010 08:28, <tony@openvpms.org> wrote:

Hi Glen, To get a printed report of product sales with customer details you will need to use the "Customer Product Sales" report. If you need only a specific product then you can enter all or part of the product name in Product filter. If you only want a partial match then put a % at the end i.e Amox% will list each product who's name starts with Amox and for each product details which customers purchased the product in the nominated period.

For the email Newsletters you need to utilise the "Customer Activity Export" report. This report allows you to nominate a sales period and product range as before but the output has been designed to generate a csv data file that you can use for bulk mail merging. It includes distinct fields for title, surname, firstname, address, suburb, postcode, state, email address (if they have one) and the last sale date. You can utilise this file in Word, Open Office or a number of applications to email your Newsletter.

Cheers Tony _______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: //lists.openvpms.org/listinfo/users" target="_blank">http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- //tinyurl.com/openvfu" target="_blank">http://tinyurl.com/openvfu

-- Greenvale Animal Hospital

Re: Product report

Submitted by Glen Hastie (not verified) on Mon, 30/08/2010 - 16:00.

Hi Tony,The Customer Product Sales Report worked a treat. I have also added the Customer Activity Export Report to our program & can generate a .csv file with ease. Just wanted to know about some directions on how to utilise this spreadsheet information to allow us to mail merge or pull out the email addresses to allow emailing of newsletters? Is there an instruction handout on this? Cheers,Glen On 26 August 2010 08:28, <tony@openvpms.org> wrote:

Hi Glen, To get a printed report of product sales with customer details you will need to use the "Customer Product Sales" report. If you need only a specific product then you can enter all or part of the product name in Product filter. If you only want a partial match then put a % at the end i.e Amox% will list each product who's name starts with Amox and for each product details which customers purchased the product in the nominated period.

For the email Newsletters you need to utilise the "Customer Activity Export" report. This report allows you to nominate a sales period and product range as before but the output has been designed to generate a csv data file that you can use for bulk mail merging. It includes distinct fields for title, surname, firstname, address, suburb, postcode, state, email address (if they have one) and the last sale date. You can utilise this file in Word, Open Office or a number of applications to email your Newsletter.

Cheers Tony _______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: //lists.openvpms.org/listinfo/users" target="_blank">http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- //tinyurl.com/openvfu" target="_blank">http://tinyurl.com/openvfu

-- Greenvale Animal Hospital

Re: Product report

Submitted by tony on Mon, 30/08/2010 - 16:46.

Hi Glen,

When I first posted information about th etwo new export reports I put a link in the post to a great tutorial on the open office site about how to utilise a csv file for mail merging. You cna find the link in the following post:

http://www.openvpms.org/forum/new-customer-and-patient-export-reports

Hopefully that helps you.

Cheers

Tony