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8.0. Stock Report / Financial Report
Stock Report STEPS: Click REPORT activity Click INVENTORY Click STOCK module Click REFRESH The report shows the latest stock status of all stock items. Note that you may enter at Filter to search for specific Lot No., Warehouse or Location. Stock ...
1.0. Generate Report
LISTING REPORTS / Invoice Listing Document Listings are available for all modules in Sales and Purchase activities STEPS: Click SALES activity Click INVOICE module Select a report Click REPORT FINANCIAL REPORTS / Profit & Loss Income Statement STEPS: ...
1.0. Sales Quotation
How to issue a New Quotation? As an OCi SAM user, issuing a new quotation is a fundamental step in the sales process. It allows you to formally present your company's offerings, including products or services, their prices, quantities, and any ...
5.0. Manage Column
Switching Column Sequence STEPS: Go to SALES Activity Click QUOTATION Module Click Edit button In this example, Quotation module is used. You can do this for any of the module. Move mouse to any detail Header (see pic. red box) Right-Click Select & ...
2.0. Budgeting Report
Budgeting > Budget Group This enables you to give a name to your budget. You may have as many Budget Groups as you like. E.g. Sales 2012 Budget, Expense 2012 Budget, etc. > Budget Registration This enables you to give a name to your budget. You may ...