The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
A report that will show you ALL jobs grouped by Jeweler in your store.
WHAT IT DOES
Allows you to understand the breakdown and summary of jobs completed by jewelers.
HOW IT WORKS
To now run a report based on Jeweler:
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Navigate to Reports → Job → Breakdown.
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On the General tab:
Select the job you want to see.
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On the Status/Dates tab:
Enter your date criteria - for example: if you want picked up jobs, select “only picked up jobs” from the Picked Up drop-down field,
then enter the date range in the When Picked Up date field.
Then you can select “only not canceled jobs” from the Canceled drop-down field.
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On the Options tab:
Check the boxes for Show Price and Show Cost.
Uncheck the boxes for Summary Only and Page Breaks.
In the Group By box, uncheck the boxes that are checked and instead check ONLY the boxes for Jeweler and Job #.
Note: If you want to run a report based on a single Jeweler, use the JEWELER field on the Status/ Dates tab.
Select the job you want to see.
Enter your date criteria - for example: if you want picked up jobs, select “only picked up jobs” from the Picked Up drop-down field, then enter the date range in the When Picked Up date field. Then you can select “only not canceled jobs” from the Canceled drop-down field.
Check the boxes for Show Price and Show Cost.
Uncheck the boxes for Summary Only and Page Breaks.
In the Group By box, uncheck the boxes that are checked and instead check ONLY the boxes for Jeweler and Job #.
EXPAND YOUR EDGE EDUCATION
To learn more about how to run a report Based on Jeweler, click below. You can also visit EdgeUser.com and pick up other report information, by browsing the Report Documents section.
