Transactional Data Export
The following transactional data can be exported
- Sales and Payments
- Customer balances ( Loyalty Points and Transactions)
To export sales and payments:
- Click on Transactions>>Sales
- Filter date period by clicking on the funnel icon at the top right hand of the screen
- Populate the form and to fields with the desired date range
Click on the filter icon to return results
Export Results to Excel by clicking on the orange excel icon.
To Export Inventory
Go to Reports >>Inventory Reports >> Branch Quantities Report
Click on the Excel icon to export the data
Exporting Master Data
The following master data is exportable to Excel or.pdf formats 1. Outlets 2.Suppliers 3.Categories 4.Products and Variants ( variants page) 5.Assemblies and Dissasemblies 6.Delivery and Goods Received Notes 7.Customers To accomplish the export ...
Exporting reports to Excel & PDF
Xoko allows you to easily export your stocklist and reports to Excel & PDF. This is achieved in the steps below. 1. Open the report you wish to export. 2. Click on the funnel icon to filter the required period 3. Click on the Excel or PDF button to ...
Xoko now has a stock take feature that allows you to extract a stock sheet and conduct a stocktake of your inventory. This feature allows you to do your stocktake per branch classified by category, hence capturing the data more accurately. To do a ...
Managing Stock by Use of Approvals
Using approvals means one user initiates requests and another one approves. This is done when managing stock i.e. receiving, adjusting, transferring, and managing stock. To begin with, ensure the approval is set under settings. Use the link below ...
Adding products with serials using a CSV
Xoko now accommodates not only barcode/SKUs but also serial numbers. This means, adding of products with IMEs to your back office will no longer be an issue in your business. This is new feature ensures that this is achieved in a simple and easy ...