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Report Settings

Report Settings in Supply’d let you tailor how data is displayed and shared, making it easier to track performance, stay informed, and make better business decisions.

The Report Settings page in Supply’d allows you to customise how your business reports are generated and displayed. Here, you can set your preferred report formats, helping ensure your reports are clear, accurate, and aligned with how you track performance and make business decisions.

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Applying & Editing Report Settings

1

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Go to Settings

Click on your company name in the top right and select Settings.

2

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Select Report Settings

Scroll down and select Report Settings from the Settings menu.

The Reports Settings form will open.

3

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Complete the Form

Complete the Reports Settings fields as follows:

Sales Date Reference

Select the date by which you want the sales report to be filtered - Order, Delivery, Shipped or Completed Date.

Purchase Date Reference

Select the date by which you want the purchase report to be filtered - Order, Delivery, Shipped or Completed Date.

Product Identifier

Select the product reference you want to appear on product-based reports - SKU, Barcode or Carton Barcode.

Convert Carton Sales To Units

Select whether or not products sold as cartons should be converted to units for reporting.

Recommended to set to "Yes" if you sell both by unit and carton.

4

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Click Save

Click to apply your settings.

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