This section describes the specifics of accessing and interpreting the Find and Replace in Store Purchases report.
Opening the Report
To open the report, go to Reports > Store > Merchandise > Maintenance > Find and Replace in Store Purchases.
The Find and Replace in Store Purchases report can be opened at all levels:
- Account
- Company
- Division
- Location (Station)
For more information, see Viewing Reports.
Viewing the Find and Replace in Store Purchases Report
The Find and Replace in Store Purchases report contains information about purchases on the location by vendor or category, where user is able to perform needed changes.
The report displays the following data:
- #
- Y/N
- Date
- Vendor
- Cat#
- Cost, $
- Retail, $
- GPM, %
- Method of Payment
Filtering and Sorting the Report Data
To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering and sorting options:
- Date: Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
- Custom Date
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- Last 12 months
- Subtotal: Select one or several filtering options, Date, Category, or Company Name, to break down the report results, if needed.
- advanced: Click the advanced button, select one several filtering options you want, and then click Refresh. There are the following advanced filtering options available:
- Find: With this option, you can find the expenses data by company or category name, if needed.
- Replace: With this option, you can replace the company name, category, or purpose in the report data.
- Sort by: Select the order of the report columns you want.
- Subtotal by: Select one or several filtering options to break down the report results by the specified criteria.
- Stations Included: Select the stations you want to view the report for.
For more information on how to use the Find and Replace feature, see Find and Replace tool.
For more information on additional report features, see Reports.
