How to Generate Reports
- David Bertin
Analytics
This document contains a how-to step by step guide on How to Add a Supplier to the Outstanding Bin Table. You will need the Outstanding Bin Balance module to access this feature.
For more information on using this module see the main instructions page linked HERE
For more information on adding Outstanding Bin Balance to your Croptracker account contact support@croptracker.com
Instructions
Navigate to the shipping module dropdown and select ‘Outstanding Bin Inventory Balance’.
Before you generate reports, you will first need to add suppliers and use the send and/or receive functions shown here: How to Add a Supplier to Outstanding Bin Balance Table How to Send Bins How to Receive Bins
Once you have used your suppliers to send and receive units, you can find the actions menu next to the supplier you would like to report on and select ‘Report’ from the dropdown.
You will then be taken to a page that will show each transaction that has happened with that supplier. This report will show the date a transaction took place, the transaction amount, the current inventory at the time of the transaction and any notes that were added while creating the transactions. You can export this table using the export features on the top right of the table. To return to the list, select ‘Back’.
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Need a little more support? Not sure you’re using your Croptracker account to the fullest? Get in touch with an expert at support@croptracker.com. You can also book 1-on-1 training with a Croptracker expert at Croptracker - 1-on-1 Training.