Reorder Reports

Learn how to generate reports based off of the quantity on hand or sales history

Video Tutorial

Login to Manager

Login to the manager side in LiquorTech. You will need your password or smart card to access this level.

Click on the Reports button under Analytics in the middle box on the bottom row.

Click on the Reorder Reports button in the first box on the right.

View Existing Reports

To Create a new report click on the green Create button on the top right of the screen.

Create New Report

There are three items which need to be given to create a new reorder report

1. A Name
2. A Type
   • OrderPoint create report from order points or,
   • Sales create report from sales history
3. A group
   • Category or,
   • Department or,
   • Distributor or,
   • Variant Group

Multiple Groups

If multiple groups are added, the variants in the groups will be added to the final report. Example: Building a reorder report from the beer and wine department will create a report with both beer and wine. This is the same between the various groups.

Sales Report

A sales report will give you the amount of sales in a given time frame.

Under type in the first box on the right, click the Sales button.

A New box will appear in the middle on the first row to set the sales period. You may set the sales period to any date in the past.

OrderPoint Report

A order point report will give you the variants in the group(s) selected that have a quantity on hand less than or equal to the order point

Order point reports are the default reorder reports.

Don’t want to reorder?

Set reorder to No in the variants order point screen. Setting the order point to zero will put the variant on the reorder report once the quantity on hand reaches zero.

Select Groups

To select a group, simply click on the check box of the group you wish to select. If you do not see your group, you may search to bring it into view.

Once you are satisfied with your report criteria, click on the Create Report button on the top right of the screen.

Report Overview

Items

Navigate to items by pressing the items tab on the right

Each line has three functionalities

1. Press to delete the line from the report. This will also update the printable report.
2. Press to see the sales history
3. Update the units to order on the right side

Past Sales

Report

Navigate to the report by pressing the report tab on the right

You can print this file by pressing the Print Button on the top right

Create Purchase Order

Navigate to the report by pressing the items tab on the right

You can create new purchase order by pressing the Create P.O Button on the top right. The name of the newly created purchase order will be name of the report.

Support

Need some extra assistance? Contact support

support@lajoy.tech