New Feature Questions (re. v17.2 and 17.3)
There were some really solid features added, but I have questions about a few:
1. "add Quick Link to complete suspended transfer":
- how does this work? I do a lot of transfers, and can't see a way to do this.
2. "added condensed closeout report "
- during closeout, I don't see an option to choose the condensed report - can this be done only through Reports-Closeout-condensed summary report?
3. "can now mark items damaged outside of return"
- how is this done?
4. For a number of reports, we can now filter by Register, by Customer Tier, and by Item Category.
- for me, it would be more valuable to be able to Sort, rather than Filter, but each of these variables. At least I don't see a way to generate a report including all items/sales/customers for a specific time period, and SORTED by register, tier, or category. Could there be a way of doing this? Or is there a way and I'm just missing it?
Comments
5 comments
1. Accessible from reports
2. There is a separate report for this
3. Inventory section or item
4. There isn’t a way now but will put this in feature requests
1. Okay, there it is.
2. Being a separate report, I take it that the tapes that print out with the "Close Register" function will remain the same, then.
3. In Items, I know that I can click on the box in front of the item and have options, I can click on the "..." after the item and have options, or I can click on Edit and have options. But I don't see an option for counting an item as damaged in any of these.
4. That would be very helpful. I don't need an itemized (detailed) list, but it's helpful to have one for sales summaries by category. For instance, I like to be able to compare POS records with what I end up with in the Quickbooks reports - kind of like a QB P&L statement or Sales Summary Report.
Also, when I export sales from PHP to QBO, I go by categories rather than specific items, since I don't want to get bogged down in the detail of coordinating a couple thousand items between the two. So the POS-based sales summaries would offer me a greater level of detail than what I can get out of QB.
As an example, I have 10-20 different sizes if items within some categories, where each size has 40-50 colors. I've always been able to estimate how many - by color - I might need to make to have on hand for future sales by looking at past sales history for specific time periods. I just can't find a way to do that in PHP. There are lots of great features in PHP POS, but I'd say this is the one I miss most from previous POS's I've had.
2. Yes
3. Choose inventory and there will be option on next screen
Reason for damaged field pops up with None. No drop down options. How do I add reasons?
Store config -> damaged reasons
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