CCS Point of Sale
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guides:reporting:custom_report [2016/07/05 18:26] markph [Running the Report] |
guides:reporting:custom_report [2016/07/27 04:49] markph |
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Items must be 'Typed' by Subcategory according to the naming rules of Oregon. This applies to the report, as well as the requirement for Receipts.\\ | Items must be 'Typed' by Subcategory according to the naming rules of Oregon. This applies to the report, as well as the requirement for Receipts.\\ | ||
Use the Subcategory Column - with the the Update Items Searched feature (as shown in the video) To assign the Subcategory the name of the type of each item, so that it will show on the receipts as dictated by the State\\ | Use the Subcategory Column - with the the Update Items Searched feature (as shown in the video) To assign the Subcategory the name of the type of each item, so that it will show on the receipts as dictated by the State\\ | ||
+ | |||
+ | ==== Identify your Patient's TypeID ==== | ||
+ | Make sure that this report is pulling the right type of customers, your patients. Change the ClientType in the statement below to include the proper ID from your client type table. | ||
+ | Run this statement from the Pivot Reporting module:\\ | ||
+ | Select * FROM tblClientType\\ | ||
+ | Then Identify which ClientTypeID is the one that is associated with your Patients. We have had people name their patient types different names, so this variable is something you'll need to verify.\\ | ||
+ | |||
==== Configuration==== | ==== Configuration==== | ||
- | Watch this video to get started and understand the following things you'll need to do and navigate. It will show you how to use the item search section to update and modify items like you will need to. | + | Watch this video to get started and understand the following things you'll need to do and navigate. It will show you how to use the item search section to update and modify items like you will need to.\\ |
- | https://www.youtube.com/watch?v=jqSnH5Yv7gc | + | [[https://www.youtube.com/watch?v=jqSnH5Yv7gc|Product Search and Update|]] |
1. Office - (Main toolbar) - Inventory - Product Search | 1. Office - (Main toolbar) - Inventory - Product Search | ||
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SELECT [ClAccountNumber],Subcategory.ProductName,UnitName,SUM(Quantity) \\ | SELECT [ClAccountNumber],Subcategory.ProductName,UnitName,SUM(Quantity) \\ | ||
- | FROM tblClients \\ | + | FROM [dbo].[tblProductOrderDetails] AS Details \\ |
- | + | ||
- | LEFT JOIN [dbo].[tblProductOrderDetails] AS Details \\ | + | |
- | ON tblClients.[ClientID]=Details.[ClientID] \\ | + | |
LEFT JOIN [dbo].[tblProducts] AS Products \\ | LEFT JOIN [dbo].[tblProducts] AS Products \\ | ||
- | ON Products.ProductSubtypeID = Details.ProductID \\ | + | ON Products.ProductID = Details.ProductID \\ |
LEFT JOIN [dbo].[tblProducts] AS Subcategory \\ | LEFT JOIN [dbo].[tblProducts] AS Subcategory \\ | ||
ON Subcategory.ProductID = Products.[productsubtypeID] \\ | ON Subcategory.ProductID = Products.[productsubtypeID] \\ | ||
+ | |||
+ | LEFT JOIN tblClients \\ | ||
+ | ON tblClients.[ClientID]=Details.[ClientID] \\ | ||
WHERE [ClientType]=10 \\ | WHERE [ClientType]=10 \\ | ||
AND [CompletionDate] BETWEEN '06/01/2016' AND '06/30/2016' \\ | AND [CompletionDate] BETWEEN '06/01/2016' AND '06/30/2016' \\ | ||
- | GROUP BY [clAccountNumber],Subcategory.ProductName,UnitName \\ | + | GROUP BY [ClAccountNumber],Subcategory.ProductName,UnitName \\ |
- | ORDER BY [ClAccountNumber],Subcategory.ProductName,[UnitName] \\ | + | ORDER BY [ClAccountNumber],Subcategory.ProductName,[UnitName]\\ |
+ | ==== Quarterly Sales Taxes Grouped By Item Type ==== | ||
+ | |||
+ | Change the date range:\\ | ||
+ | |||
+ | SELECT SUM(LineTotal),\\ | ||
+ | Subcategory.ProductName,UnitName,SUM(Quantity), \\ | ||
+ | Sum(UnitPrice*Quantity) AS NetSales, \\ | ||
+ | SUM(LineTotal) AS TaxTotal, \\ | ||
+ | Sum(UnitPrice*Quantity) + SUM(LineTotal) AS GrossSales\\ | ||
+ | FROM [dbo].[tblProductOrderDetails] AS Details\\ | ||
+ | LEFT JOIN [dbo].[tblProducts] AS Products \\ | ||
+ | ON Products.ProductID = Details.ProductID \\ | ||
+ | LEFT JOIN [dbo].[tblProducts] AS Subcategory \\ | ||
+ | ON Subcategory.ProductID = Products.[productsubtypeID] \\ | ||
+ | WHERE\\ | ||
+ | Details.ServiceType='Rec Sale' \\ | ||
+ | AND [LineTotal]<>0\\ | ||
+ | AND Details.[CompletionDate] BETWEEN '07/24/2016' AND '07/25/2016'\\ | ||
+ | GROUP BY Subcategory.ProductName,UnitName \\ | ||
+ | ORDER BY Subcategory.ProductName,[UnitName]\\ | ||
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