Using the Setup Verification Report

Getting Started with the Setup Verification Report

What is the Setup Verification Report?


When you purchase a new item (or an item you've ordered before but purchased from a different vendor or was invoiced in a different format), our account management team maps it to a product and categorizes it in the system.

Once it’s been categorized it will be categorized that way every time you order it - unless you make changes. The Setup Verification report puts all these new items in one place for you to review. You can quickly look over all your new items, check they are categorized correctly  make changes if necessary.

At any time you can look at this report and change it yourself! In fact we highly recommend you do this on an ongoing basis, at a minimum before each end-of-period inventory. It is one of the best ways you can make sure our software is giving you exactly the information you want.


The Setup Verification report is located under SETUP > SETUP VERIFICATION

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The first thing to do is set the date range from the current day back to the day after the last time you checked the report. You can do this by selecting the date range menu at the top of the report.

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The report shows you all the new products you’ve purchased during the period selected. There is a lot of helpful information in this report, but it is most important that you check the products you ordered and the categories they have been assigned.  

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If any product isn’t categorized correctly, changing it is easy: just click on the product name (=in blue) and change it.

 

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Select the category, and change it to whatever category you’d like

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If you would like the item to be reported in more than one category, you can do that too: Just select the Add Category button, then assign whatever percentage you would like allocated to each category.

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