RMS should provide a quick printout of an item or a customer

Jul 26, 2006 6 Replies

It would be great to be able to quickly print the complete record of an individual Item or Customer. When browsing a list of records or when viewing the properties of a record, there could be a button labeled 'Print Record'.


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One thing I do is to dump my Item table in the SQL database to Excel with a query. Then I have a form set up on another sheet that is formatted the way I want to look at an item in brief. I have a drop down selection box that selects the item in the table and pulls the individual fields with vlookup functions (actually I use Index/match functions).

I am working on adding item movement functinality. I'll try to put some screenshots on my website and post the address here soon.

It isn't withing RMS, so it's not too elegant, but as a management tool, I love it...

Jas> It would be great to be able to quickly print the complete record of an

Again - not elegant, but you can use MS Query in Excel to get all of the data form your transaction tables, then use pivottables to quickly see this information.

It takes some work to get all of the tables linked up, but it can be done, and once you have all of the data dumped, you can slice and dice it a lot of ways using pivottables.

Jas> It would even be better if the item list displayed each customer that the

That's in the detailed sales report. Group the report by item and display the customer field. There are additional reports available on Customer Source that add additional customer info, like mailing or email addresses to the sales report.

Not sure in what context you would want to see all customers who have purchased an item displayed with the item properties. It might work for high value low volume items, but for items where you sell thousands, it would just make the interface slower.

Glenn Adams Tiber Creek C> It would even be better if the item list displayed each customer that the

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As promised, screen shot is located at link above. The data is being pulled from a qery run within Excel on the SQL database. This particular workbook uses two seperate queries: one for the inventory daa from the item, department, and category tables and one from the TransactionEntry table (for the sales data).

"Jas> I am working on adding item movement functinality. I'll try to put some

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Screenshot at link above as promised...

Jas> One thing I do is to dump my Item table in the SQL database to Excel with a

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