Please evaluate the finalization of the report
Congratulations!
there is such a request, you need to make a report on sold products with grouping by an additional field
should look something like this: https://docs.google.com/spreadsheets/d/1pPnpSFpix-IuQno2EbdZC00cDrBygDdnSR2PrHqe...
can be done either by products sold from the warehouse, or by filtering by the stage of the process through which the process with this product passed
or the report https://i.imgur.com/GG962CR.png "Report on sold goods with grouping by an additional field" is suitable, but please tell me how to filter such sales by date? what filtering to use? https://skinon.1b.app/app/report/desiner/1/filter/
the report https://i.imgur.com/o1WDB8m.png "Table of tasks/orders/projects" is also suitable, but it cannot be grouped by the process product field, so if possible, please evaluate the refinement of this report so that it is possible group by this field.
Thank you for your time!
Original question is available on version: ua
there is such a request, you need to make a report on sold products with grouping by an additional field
should look something like this: https://docs.google.com/spreadsheets/d/1pPnpSFpix-IuQno2EbdZC00cDrBygDdnSR2PrHqe...
can be done either by products sold from the warehouse, or by filtering by the stage of the process through which the process with this product passed
or the report https://i.imgur.com/GG962CR.png "Report on sold goods with grouping by an additional field" is suitable, but please tell me how to filter such sales by date? what filtering to use? https://skinon.1b.app/app/report/desiner/1/filter/
the report https://i.imgur.com/o1WDB8m.png "Table of tasks/orders/projects" is also suitable, but it cannot be grouped by the process product field, so if possible, please evaluate the refinement of this report so that it is possible group by this field.
Thank you for your time!
Answers:
Viktor Viktorovych Mazur wrote:
or the report https://i.imgur.com/GG962CR.png "Report on sold goods with grouping by an additional field" is suitable, but please tell me how to filter such sales by date? what filtering to use? https://skinon.1b.app/app/report/desiner/1/filter/
this report responds to filtering by processes and displays the number of products in orders with grouping by an additional field
on which dates do you need filtering - the date of the warehouse operation?
25.03.2024, 13:25
Original comment available on version: ua
Maksym Vadimovich Tyndyk
OneBox production wrote:
Viktor Viktorovych Mazur wrote:
or the report https://i.imgur.com/GG962CR.png "Report on sold goods with grouping by an additional field" is suitable, but please tell me how to filter such sales by date? what filtering to use? https://skinon.1b.app/app/report/desiner/1/filter/
this report responds to filtering by processes and displays the number of products in orders with grouping by an additional field
on which dates do you need filtering - the date of the warehouse operation?
that's right, filtering - by the date of the warehouse operation - sale from the warehouse
and grouping - by the additional field of the process product "discount amount"
also in the report it is necessary to understand from which warehouse the sale was made
25.03.2024, 16:19
Original comment available on version: ua
thank you, the client had a deadline of 01.04
did it on my own - through processes and the action "Add products from one process to another"
created a process and added steps for different discount levels https://i.imgur.com/xs8hO61.png also added this extra field https://i.imgur.com/SoxvdMB.png
in the processes of the customer's order for the sales stage, he added a procedure with the action https://i.imgur.com/lsdyOHf.png https://i.imgur.com/f2s9TgN.png which copies the product into the process to the correct stage depending on the add the product field of the "Discount amount" process (which I copy with the action from the product field of the "discount" process)
and then I display all the data in the report Table of tasks/orders/projects https://i.imgur.com/na60xVb.png https://i.imgur.com/wa8BLUl.png https://i.imgur.com/gnKwCWA .png
did it on my own - through processes and the action "Add products from one process to another"
created a process and added steps for different discount levels https://i.imgur.com/xs8hO61.png also added this extra field https://i.imgur.com/SoxvdMB.png
in the processes of the customer's order for the sales stage, he added a procedure with the action https://i.imgur.com/lsdyOHf.png https://i.imgur.com/f2s9TgN.png which copies the product into the process to the correct stage depending on the add the product field of the "Discount amount" process (which I copy with the action from the product field of the "discount" process)
and then I display all the data in the report Table of tasks/orders/projects https://i.imgur.com/na60xVb.png https://i.imgur.com/wa8BLUl.png https://i.imgur.com/gnKwCWA .png
28.03.2024, 19:24
Original comment available on version: ua
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