Reports for different types of work
Question asked by Hugh Radford - January 24, 2016 at 5:08 AM
Answered
Basically some of the work we do is contract work and some is one off job work, how could i create and give each "product" a name somewhere so we could create a report each year showing the split between contract and Job work bearing in mind there are sub categories of both eg a variety of different "Jobs" but they all come under the term job work
 
Hope that makes sense !

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SliQTools Support Replied
Employee Post
Hello Hugh
 
If I understand correctly you should be able to achieve what you need using SliQ Invoicing's custom fields.
 
For example, you could add two custom fields to each product definition as described in this help topic:
 
 
You can then use the fields to enter a category (in the first field) and a subcategory (in the second field) for each product in SliQ's database. The top level categories in the first field might be "Contract" and "Job".
 
You could then customise SliQ's reports, e.g. the Product Sales report. You could make multiple copies of the report, e.g. one for Jobs and one for Contract. See here for help on copying reports:
 
 
Then set the title of each report appropriately:
 
 
and then set the filters on the Product Custom String 1 and Product Custom String 2 fields in the report so that the reports only show data from specific categories:
 
 
Sue

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