https://prsdigital.com.au/wiki/api.php?action=feedcontributions&feedformat=atom&user=NickPRS - User contributions [en]2026-06-16T09:32:44ZUser contributionsMediaWiki 1.43.1https://prsdigital.com.au/wiki/index.php?title=Email_Templates&diff=343Email Templates2023-03-29T07:45:06Z<p>Nick: Created page with "=== Overview === * Email templates allow auto-filling of fields when sending a report via email * The subject, attachment name and body of the email can be saved into the same template for selection when emailing * Multiple email templates can be created for each area of PRS you may be generating reports from === Setting up Templates === * Navigate to the tab where your report is generated e.g. Purchase Orders 354x354px * Find the File:S..."</p>
<hr />
<div>=== Overview ===<br />
<br />
* Email templates allow auto-filling of fields when sending a report via email<br />
* The subject, attachment name and body of the email can be saved into the same template for selection when emailing<br />
* Multiple email templates can be created for each area of PRS you may be generating reports from<br />
<br />
=== Setting up Templates ===<br />
<br />
* Navigate to the tab where your report is generated e.g. Purchase Orders<br />
<br />
[[File:Tab.png|frameless|354x354px]]<br />
<br />
* Find the [[File:Setup.png|frameless]] tab and select "Email Templates" → Select the Add [[File:Add.png|frameless]] button at the bottom right → the Template Editor is now visible<br />
* Name: enter the desired template name which will appear in the report viewer<br />
* For other fields, press the Edit button to open up the script editor for the field<br />
<br />
==== Using the Script Editor ====<br />
<br />
* The dropdown list on the right column contains different entities that can be included in the template.<br />
* Select an entity to view the available fields from that entity. E.g. Purchase Order<br />
<br />
[[File:Script edt.png|frameless]]<br />
<br />
* Now double click the first option in that entity, which will automatically produce the correct script in the editor. Do not change the curly brackets as these are needed for parsing the script later on.<br />
<br />
[[File:Script edt2.png|frameless|403x403px]]<br />
<br />
* Now double click on options within the entity to be included in the template, along with normal text. An example of the email template body is provided below:<br />
* Press the Red Save icon when finished<br />
<br />
[[File:Image.png|frameless|736x736px]]<br />
<br />
* The above template body script will produce the following text in the actual email:<br />
<br />
[[File:Email.png|frameless|420x420px]]<br />
<br />
=== Using a Template from the Report Viewer ===<br />
<br />
* If you have just saved / edited a new email template, change tabs and return to the same tab to refresh the data being supplied to the report viewer<br />
<br />
* Open a report from within the same tab / area → if you have one or more email templates saved, they will appear as options in the top ribbon where the other controls are → click on one to generate an email with the supplied template<br />
<br />
[[File:Email templates.png|frameless|722x722px]]</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Email_templates.png&diff=342File:Email templates.png2023-03-29T07:44:09Z<p>Nick: </p>
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<div>asd</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Email.png&diff=341File:Email.png2023-03-29T07:38:02Z<p>Nick: </p>
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<div>email</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Image.png&diff=340File:Image.png2023-03-29T07:35:20Z<p>Nick: </p>
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<div>a</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Script_edt2.png&diff=339File:Script edt2.png2023-03-29T07:32:06Z<p>Nick: </p>
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<div>script edt2</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Script_edt.png&diff=338File:Script edt.png2023-03-29T07:08:40Z<p>Nick: </p>
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<div>script edt</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Add.png&diff=337File:Add.png2023-03-29T07:01:58Z<p>Nick: </p>
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<div>add</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Setup.png&diff=336File:Setup.png2023-03-29T07:00:39Z<p>Nick: </p>
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<div>setup</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Tab.png&diff=335File:Tab.png2023-03-29T06:59:31Z<p>Nick: </p>
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<div>tab</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Report_Template&diff=334Report Template2023-03-29T06:54:30Z<p>Nick: /* Emailing Reports */</p>
<hr />
<div>The Report Template system gives the ability to generate reports based on the data with PRS, assisting in displaying and reporting on whatever is required. All main panels within PRS allow for reports, and each can have as many reports as is required.<br />
<br />
== Creating a Report ==<br />
[[File:Report Manager Button.png|thumb|310x310px|The button to open the Report Manager]]<br />
To create a report, you will need the "Design Reports" [[Security Tokens|Security Token]]. Then, simply navigate to any screen on PRS, and click "Setup -> Reports", as displayed in the picture. This will open up a new grid, from which you can create new report templates. Each report template in this grid acts as a "template" for the report; it tells PRS how to display the data. To create a new report, simply click the "+" button down the bottom, and fill in the required fields.<br />
<br />
=== Fields ===<br />
<br />
==== Name ====<br />
The name is the name of the report, displayed in the main ribbon of PRS. It should be descriptive about what data the report displays.<br />
<br />
==== Visible ====<br />
Determines whether the report should be visible in PRS. If this is not checked, there will be no way to generate the report. This should be used when you have old reports that are no longer necessary, but you don't want to delete them in case you need them again, or, if you are currently working on a report's design and don't want it to be visible yet.<br />
<br />
==== All Records / Selected Records ====<br />
These fields determine what data should be used in the report. Most panels in PRS have a way to select data, and these fields determine whether all data in PRS should be used, or just the records that have been selected. If neither are selected, the report will not be able to be generated. If both are selected, there will be an option to choose which one when generating the report later on.<br />
<br />
=== Loading & Saving ===<br />
On the left hand side of the report grid, there are two buttons for loading and saving reports from/to files. This allows you to take a report template and reload it somewhere else. Note that this is prone to errors, since a report is intrinsically tied to the type of data that is being loaded; hence, if you export a report for [[Kanban|Tasks]] and then import it for [[Job|Projects]], there will most likely be errors, since the data that represents a Job is different from that of a Task. Hence, this is not recommended unless you know what you are doing.<br />
<br />
== Report Design ==<br />
<br />
Reports can be designed from two places in PRS - first, from the Report Manager, where you create new reports (See [[#Creating a Report|Creating a Report]]). On the right hand-side of this grid, there is a pencil icon, which, if clicked, brings up the report designer.<br />
<br />
The other place that reports can be designed from is the preview window, brought up by clicking on the report in the ribbon (See [[#Printing Reports|Printing Reports]]). From the preview window, click the pencil icon in the top right, and this opens the designer. If designed this way, there is also data pre-loaded into the report, since you have previewed the report. This means that you can design the report and then preview with data already loaded, assisting you to design based on how the end product will look with data.<br />
<br />
PRS uses the [https://www.fast-report.com/en/ FastReport] engine and designer for its reporting system, and so details on how to use the report designer can be found on their [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/Fundamentals.html online documentation]. That being said, there are several important points that can be mentioned here as well.<br />
<br />
=== Previewing ===<br />
<br />
The report can be previewed from the designer. Click on "File -> Preview..." This will preview the current report as you've designed it. Note that this does not save the report, so don't forget to return to the designer and hit the save button to ensure your changes are committed. Also, if you loaded the report from the PRS ribbon, instead of the report manager (see [[#Printing Reports|Printing Reports]]), then this preview will use the data that was loaded when printing the report.<br />
[[File:Choose data.png|thumb|Choose Report Data]]<br />
<br />
=== Selecting Data ===<br />
<br />
The data to be loaded into the report comes in the form of tables; each table corresponds to a specific "type" of data. An "Employee" table will contain data for [[Employee|Employees]], and an "Equipment" table contains data about [[Equipment]]. A few of the table names are slightly different than what they might appear in PRS, e.g. the table for [[Task|Tasks]] is named "Kanban". So when you want to generate a report on your tasks, the data you will need will be in the "Kanban" table.<br />
<br />
Each table has a number of columns which map to the individual properties of an object, so "Kanban" has columns for its "Number", its "Title", and many others. Each row of the table is a specific object.<br />
<br />
It is important to tell PRS what data you need - there exists a vast number of tables that PRS knows how to load, but you will not want PRS to load all this data, since that can take a while. To choose the data you want to report on, navigate to "Data -> Choose Report Data...". This will bring up a menu from which you can select a number of tables to load data for. Several of these are loaded by default, such as the "CompanyInformation" table, "CompanyLogo" table and the table related to the specific data - generating a report for tasks will automatically load the "Kanban" table. Other tables that ''can'' be loaded (but are not by default) are those that are related to the main object. So, since tasks can have associated equipment items, there is also a "Kanban_Equipment" table. The "Kanban_" prefix represents the fact that this is, in a way, a "child table" of "Kanban" - there is a link between the tables. The report designer knows about these relationships between the tables, so the associated relationships can be modelled using the report designer's concepts of Detail Bands (see the [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/DataBand/MasterDetailRelations.html documentation]). In order to tell PRS to also load the equipment associated with the tasks, check the little box next to "Kanban_Equipment", so that it displays a tick. Then, next time you preview the report (by closing and re-opening the report), PRS will also load the data required.<br />
<br />
Note that the "Kanban_Equipment" table does not load every piece of equipment in PRS - it only loads the equipment items that are related to the tasks that you selected - if only one task was selected to generate the report, then the "Kanban_Equipment" table will have at most ''one'' equipment item, since only one piece of equipment is able to be attached to a task.<br />
<br />
You can also select particular columns from the data selection window, but at this stage this does not cause less data to be loaded - it just prevents it being displayed in the various windows in the report designer and thus removes from view unnecessary fields that clutter up the screen.<br />
<br />
=== Using Data ===<br />
[[File:Data window.png|thumb|216x216px|Data window]]<br />
On the right-hand side of the designer is a "Data" window (if this is not present, click on "View -> Data"). From here you can get data to be displayed in the report. Expand the "Data Sources" menu and you will see a list of the tables you have loaded. Expand any one of them, and then you will see a collection of fields you can select from. To use a field, click and drag from this window over onto the report. For many types of data, this will automatically create a label filled with a placeholder that tells the report engine that you intend to use a data field here. (The syntax for this placeholder is the table name, followed by a dot, followed by the field name, and surrounded in square brackets - e.g., &lsqb;Kanban.Title&rsqb;<br />
[[File:Data selection arrow.png|left|thumb|110x110px|Data selection arrow]]<br />
Also, some data is automatically recognised as an image. For example, if you expand the "CompanyLogo" table, and drag the "Data" field onto the report, it will render as an image using the logo of your company (set in the [[Company Information]] screen). Additionally, dates are recognised as dates, and check boxes (such as the "Private" field for tasks) are rendered as check boxes.<br />
<br />
The data fields can also be set by clicking the little arrow that appears in the top-right of report objects when hovering over them, as shown in the image. If you click on that, you can select a data field for the object (note that the associated data band must be set, see [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/DataBand/SimpleListReport/PrintDataRows.html the documentation]).<br />
<br />
== Printing Reports ==<br />
<br />
Once you have created and designed a report, it is now ready to be generated/printed. In PRS, navigate to the panel where you created the report, and, if the report was set to [[#Visible|Visible]], it will now appear in the bar at the top. This will be visible to anyone with the "Print Reports" [[Security Token]], and by clicking on the report, the relevant data will be assembled, and the report generated from the data.<br />
<br />
Generating the report will open the report preview window, from which you view, print, or save to PDF. Additionally, if you have the "Design Reports" [[Security Token]], then there will also be a pencil icon, which you can click to edit the report in the designer, allowing for a quick backwards and forwards between the design and preview modes. Additionally, since generating the report allows means there is now data to print from, it is often easier to design a report by first printing it to give it some data to work with, and then designing from the preview window, allowing you to see the changes that you make by clicking "Preview".<br />
<br />
== Emailing Reports ==<br />
<br />
* If you have Email report templates set up, see [[Email Templates]], otherwise<br />
*Ensure the email settings for your user account are filled in (Human Resources → User Accounts → Select User → Email Settings)<br />
<br />
* Click the [[File:Email report.png|frameless]] button in the top left corner <br />
* This will open up the default email app (you can select which one to use), along with a copy of the report as a PDF already attached</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=333Stocktakes2023-02-23T08:51:26Z<p>Nick: /* Using the Stock Take Screen */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* A physical check of the stock levels is compared to the stock levels represented in PRS for the selected locations<br />
*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures<br />
*Lines that have not changed will still produce a zero quantity stock movement, in order to maintain a record of what has been checked<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
*This button is governed by the [[Security Tokens|Security Token]] "Modify Stock Movements". Ensure it is enabled to make the Stock Take button visible <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list. The columns for this grid are fixed<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
*The "Notes" column can also be edited directly, and will become the notes for each stock movement generated when saved<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake. The generated excel sheet has the same columns as the Stock Take grid<br />
[[File:Stock take screen.png|none|thumb|1190x1190px]]<br />
<br />
==== Saving ====<br />
<br />
* Press the OK button to save (Cancel will lose any unsaved work)<br />
<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with zero received and zero issued (a transaction to note that this line has been checked, even though nothing has changed)<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Stock_take_screen.png&diff=332File:Stock take screen.png2023-02-23T08:50:18Z<p>Nick: </p>
<hr />
<div>stock take screen</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Report_Template&diff=331Report Template2023-02-23T08:44:21Z<p>Nick: /* Emailing Reports */</p>
<hr />
<div>The Report Template system gives the ability to generate reports based on the data with PRS, assisting in displaying and reporting on whatever is required. All main panels within PRS allow for reports, and each can have as many reports as is required.<br />
<br />
== Creating a Report ==<br />
[[File:Report Manager Button.png|thumb|310x310px|The button to open the Report Manager]]<br />
To create a report, you will need the "Design Reports" [[Security Tokens|Security Token]]. Then, simply navigate to any screen on PRS, and click "Setup -> Reports", as displayed in the picture. This will open up a new grid, from which you can create new report templates. Each report template in this grid acts as a "template" for the report; it tells PRS how to display the data. To create a new report, simply click the "+" button down the bottom, and fill in the required fields.<br />
<br />
=== Fields ===<br />
<br />
==== Name ====<br />
The name is the name of the report, displayed in the main ribbon of PRS. It should be descriptive about what data the report displays.<br />
<br />
==== Visible ====<br />
Determines whether the report should be visible in PRS. If this is not checked, there will be no way to generate the report. This should be used when you have old reports that are no longer necessary, but you don't want to delete them in case you need them again, or, if you are currently working on a report's design and don't want it to be visible yet.<br />
<br />
==== All Records / Selected Records ====<br />
These fields determine what data should be used in the report. Most panels in PRS have a way to select data, and these fields determine whether all data in PRS should be used, or just the records that have been selected. If neither are selected, the report will not be able to be generated. If both are selected, there will be an option to choose which one when generating the report later on.<br />
<br />
=== Loading & Saving ===<br />
On the left hand side of the report grid, there are two buttons for loading and saving reports from/to files. This allows you to take a report template and reload it somewhere else. Note that this is prone to errors, since a report is intrinsically tied to the type of data that is being loaded; hence, if you export a report for [[Kanban|Tasks]] and then import it for [[Job|Projects]], there will most likely be errors, since the data that represents a Job is different from that of a Task. Hence, this is not recommended unless you know what you are doing.<br />
<br />
== Report Design ==<br />
<br />
Reports can be designed from two places in PRS - first, from the Report Manager, where you create new reports (See [[#Creating a Report|Creating a Report]]). On the right hand-side of this grid, there is a pencil icon, which, if clicked, brings up the report designer.<br />
<br />
The other place that reports can be designed from is the preview window, brought up by clicking on the report in the ribbon (See [[#Printing Reports|Printing Reports]]). From the preview window, click the pencil icon in the top right, and this opens the designer. If designed this way, there is also data pre-loaded into the report, since you have previewed the report. This means that you can design the report and then preview with data already loaded, assisting you to design based on how the end product will look with data.<br />
<br />
PRS uses the [https://www.fast-report.com/en/ FastReport] engine and designer for its reporting system, and so details on how to use the report designer can be found on their [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/Fundamentals.html online documentation]. That being said, there are several important points that can be mentioned here as well.<br />
<br />
=== Previewing ===<br />
<br />
The report can be previewed from the designer. Click on "File -> Preview..." This will preview the current report as you've designed it. Note that this does not save the report, so don't forget to return to the designer and hit the save button to ensure your changes are committed. Also, if you loaded the report from the PRS ribbon, instead of the report manager (see [[#Printing Reports|Printing Reports]]), then this preview will use the data that was loaded when printing the report.<br />
[[File:Choose data.png|thumb|Choose Report Data]]<br />
<br />
=== Selecting Data ===<br />
<br />
The data to be loaded into the report comes in the form of tables; each table corresponds to a specific "type" of data. An "Employee" table will contain data for [[Employee|Employees]], and an "Equipment" table contains data about [[Equipment]]. A few of the table names are slightly different than what they might appear in PRS, e.g. the table for [[Task|Tasks]] is named "Kanban". So when you want to generate a report on your tasks, the data you will need will be in the "Kanban" table.<br />
<br />
Each table has a number of columns which map to the individual properties of an object, so "Kanban" has columns for its "Number", its "Title", and many others. Each row of the table is a specific object.<br />
<br />
It is important to tell PRS what data you need - there exists a vast number of tables that PRS knows how to load, but you will not want PRS to load all this data, since that can take a while. To choose the data you want to report on, navigate to "Data -> Choose Report Data...". This will bring up a menu from which you can select a number of tables to load data for. Several of these are loaded by default, such as the "CompanyInformation" table, "CompanyLogo" table and the table related to the specific data - generating a report for tasks will automatically load the "Kanban" table. Other tables that ''can'' be loaded (but are not by default) are those that are related to the main object. So, since tasks can have associated equipment items, there is also a "Kanban_Equipment" table. The "Kanban_" prefix represents the fact that this is, in a way, a "child table" of "Kanban" - there is a link between the tables. The report designer knows about these relationships between the tables, so the associated relationships can be modelled using the report designer's concepts of Detail Bands (see the [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/DataBand/MasterDetailRelations.html documentation]). In order to tell PRS to also load the equipment associated with the tasks, check the little box next to "Kanban_Equipment", so that it displays a tick. Then, next time you preview the report (by closing and re-opening the report), PRS will also load the data required.<br />
<br />
Note that the "Kanban_Equipment" table does not load every piece of equipment in PRS - it only loads the equipment items that are related to the tasks that you selected - if only one task was selected to generate the report, then the "Kanban_Equipment" table will have at most ''one'' equipment item, since only one piece of equipment is able to be attached to a task.<br />
<br />
You can also select particular columns from the data selection window, but at this stage this does not cause less data to be loaded - it just prevents it being displayed in the various windows in the report designer and thus removes from view unnecessary fields that clutter up the screen.<br />
<br />
=== Using Data ===<br />
[[File:Data window.png|thumb|216x216px|Data window]]<br />
On the right-hand side of the designer is a "Data" window (if this is not present, click on "View -> Data"). From here you can get data to be displayed in the report. Expand the "Data Sources" menu and you will see a list of the tables you have loaded. Expand any one of them, and then you will see a collection of fields you can select from. To use a field, click and drag from this window over onto the report. For many types of data, this will automatically create a label filled with a placeholder that tells the report engine that you intend to use a data field here. (The syntax for this placeholder is the table name, followed by a dot, followed by the field name, and surrounded in square brackets - e.g., &lsqb;Kanban.Title&rsqb;<br />
[[File:Data selection arrow.png|left|thumb|110x110px|Data selection arrow]]<br />
Also, some data is automatically recognised as an image. For example, if you expand the "CompanyLogo" table, and drag the "Data" field onto the report, it will render as an image using the logo of your company (set in the [[Company Information]] screen). Additionally, dates are recognised as dates, and check boxes (such as the "Private" field for tasks) are rendered as check boxes.<br />
<br />
The data fields can also be set by clicking the little arrow that appears in the top-right of report objects when hovering over them, as shown in the image. If you click on that, you can select a data field for the object (note that the associated data band must be set, see [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/DataBand/SimpleListReport/PrintDataRows.html the documentation]).<br />
<br />
== Printing Reports ==<br />
<br />
Once you have created and designed a report, it is now ready to be generated/printed. In PRS, navigate to the panel where you created the report, and, if the report was set to [[#Visible|Visible]], it will now appear in the bar at the top. This will be visible to anyone with the "Print Reports" [[Security Token]], and by clicking on the report, the relevant data will be assembled, and the report generated from the data.<br />
<br />
Generating the report will open the report preview window, from which you view, print, or save to PDF. Additionally, if you have the "Design Reports" [[Security Token]], then there will also be a pencil icon, which you can click to edit the report in the designer, allowing for a quick backwards and forwards between the design and preview modes. Additionally, since generating the report allows means there is now data to print from, it is often easier to design a report by first printing it to give it some data to work with, and then designing from the preview window, allowing you to see the changes that you make by clicking "Preview".<br />
<br />
== Emailing Reports ==<br />
<br />
* Ensure the email settings for your user account are filled in (Human Resources → User Accounts → Select User → Email Settings)<br />
<br />
* Click the [[File:Email report.png|frameless]] button in the top left corner <br />
* This will open up the default email app (you can select which one to use), along with a copy of the report as a PDF already attached</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Report_Template&diff=330Report Template2023-02-22T08:14:45Z<p>Nick: /* Emailing Reports */</p>
<hr />
<div>The Report Template system gives the ability to generate reports based on the data with PRS, assisting in displaying and reporting on whatever is required. All main panels within PRS allow for reports, and each can have as many reports as is required.<br />
<br />
== Creating a Report ==<br />
[[File:Report Manager Button.png|thumb|310x310px|The button to open the Report Manager]]<br />
To create a report, you will need the "Design Reports" [[Security Tokens|Security Token]]. Then, simply navigate to any screen on PRS, and click "Setup -> Reports", as displayed in the picture. This will open up a new grid, from which you can create new report templates. Each report template in this grid acts as a "template" for the report; it tells PRS how to display the data. To create a new report, simply click the "+" button down the bottom, and fill in the required fields.<br />
<br />
=== Fields ===<br />
<br />
==== Name ====<br />
The name is the name of the report, displayed in the main ribbon of PRS. It should be descriptive about what data the report displays.<br />
<br />
==== Visible ====<br />
Determines whether the report should be visible in PRS. If this is not checked, there will be no way to generate the report. This should be used when you have old reports that are no longer necessary, but you don't want to delete them in case you need them again, or, if you are currently working on a report's design and don't want it to be visible yet.<br />
<br />
==== All Records / Selected Records ====<br />
These fields determine what data should be used in the report. Most panels in PRS have a way to select data, and these fields determine whether all data in PRS should be used, or just the records that have been selected. If neither are selected, the report will not be able to be generated. If both are selected, there will be an option to choose which one when generating the report later on.<br />
<br />
=== Loading & Saving ===<br />
On the left hand side of the report grid, there are two buttons for loading and saving reports from/to files. This allows you to take a report template and reload it somewhere else. Note that this is prone to errors, since a report is intrinsically tied to the type of data that is being loaded; hence, if you export a report for [[Kanban|Tasks]] and then import it for [[Job|Projects]], there will most likely be errors, since the data that represents a Job is different from that of a Task. Hence, this is not recommended unless you know what you are doing.<br />
<br />
== Report Design ==<br />
<br />
Reports can be designed from two places in PRS - first, from the Report Manager, where you create new reports (See [[#Creating a Report|Creating a Report]]). On the right hand-side of this grid, there is a pencil icon, which, if clicked, brings up the report designer.<br />
<br />
The other place that reports can be designed from is the preview window, brought up by clicking on the report in the ribbon (See [[#Printing Reports|Printing Reports]]). From the preview window, click the pencil icon in the top right, and this opens the designer. If designed this way, there is also data pre-loaded into the report, since you have previewed the report. This means that you can design the report and then preview with data already loaded, assisting you to design based on how the end product will look with data.<br />
<br />
PRS uses the [https://www.fast-report.com/en/ FastReport] engine and designer for its reporting system, and so details on how to use the report designer can be found on their [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/Fundamentals.html online documentation]. That being said, there are several important points that can be mentioned here as well.<br />
<br />
=== Previewing ===<br />
<br />
The report can be previewed from the designer. Click on "File -> Preview..." This will preview the current report as you've designed it. Note that this does not save the report, so don't forget to return to the designer and hit the save button to ensure your changes are committed. Also, if you loaded the report from the PRS ribbon, instead of the report manager (see [[#Printing Reports|Printing Reports]]), then this preview will use the data that was loaded when printing the report.<br />
[[File:Choose data.png|thumb|Choose Report Data]]<br />
<br />
=== Selecting Data ===<br />
<br />
The data to be loaded into the report comes in the form of tables; each table corresponds to a specific "type" of data. An "Employee" table will contain data for [[Employee|Employees]], and an "Equipment" table contains data about [[Equipment]]. A few of the table names are slightly different than what they might appear in PRS, e.g. the table for [[Task|Tasks]] is named "Kanban". So when you want to generate a report on your tasks, the data you will need will be in the "Kanban" table.<br />
<br />
Each table has a number of columns which map to the individual properties of an object, so "Kanban" has columns for its "Number", its "Title", and many others. Each row of the table is a specific object.<br />
<br />
It is important to tell PRS what data you need - there exists a vast number of tables that PRS knows how to load, but you will not want PRS to load all this data, since that can take a while. To choose the data you want to report on, navigate to "Data -> Choose Report Data...". This will bring up a menu from which you can select a number of tables to load data for. Several of these are loaded by default, such as the "CompanyInformation" table, "CompanyLogo" table and the table related to the specific data - generating a report for tasks will automatically load the "Kanban" table. Other tables that ''can'' be loaded (but are not by default) are those that are related to the main object. So, since tasks can have associated equipment items, there is also a "Kanban_Equipment" table. The "Kanban_" prefix represents the fact that this is, in a way, a "child table" of "Kanban" - there is a link between the tables. The report designer knows about these relationships between the tables, so the associated relationships can be modelled using the report designer's concepts of Detail Bands (see the [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/DataBand/MasterDetailRelations.html documentation]). In order to tell PRS to also load the equipment associated with the tasks, check the little box next to "Kanban_Equipment", so that it displays a tick. Then, next time you preview the report (by closing and re-opening the report), PRS will also load the data required.<br />
<br />
Note that the "Kanban_Equipment" table does not load every piece of equipment in PRS - it only loads the equipment items that are related to the tasks that you selected - if only one task was selected to generate the report, then the "Kanban_Equipment" table will have at most ''one'' equipment item, since only one piece of equipment is able to be attached to a task.<br />
<br />
You can also select particular columns from the data selection window, but at this stage this does not cause less data to be loaded - it just prevents it being displayed in the various windows in the report designer and thus removes from view unnecessary fields that clutter up the screen.<br />
<br />
=== Using Data ===<br />
[[File:Data window.png|thumb|216x216px|Data window]]<br />
On the right-hand side of the designer is a "Data" window (if this is not present, click on "View -> Data"). From here you can get data to be displayed in the report. Expand the "Data Sources" menu and you will see a list of the tables you have loaded. Expand any one of them, and then you will see a collection of fields you can select from. To use a field, click and drag from this window over onto the report. For many types of data, this will automatically create a label filled with a placeholder that tells the report engine that you intend to use a data field here. (The syntax for this placeholder is the table name, followed by a dot, followed by the field name, and surrounded in square brackets - e.g., &lsqb;Kanban.Title&rsqb;<br />
[[File:Data selection arrow.png|left|thumb|110x110px|Data selection arrow]]<br />
Also, some data is automatically recognised as an image. For example, if you expand the "CompanyLogo" table, and drag the "Data" field onto the report, it will render as an image using the logo of your company (set in the [[Company Information]] screen). Additionally, dates are recognised as dates, and check boxes (such as the "Private" field for tasks) are rendered as check boxes.<br />
<br />
The data fields can also be set by clicking the little arrow that appears in the top-right of report objects when hovering over them, as shown in the image. If you click on that, you can select a data field for the object (note that the associated data band must be set, see [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/DataBand/SimpleListReport/PrintDataRows.html the documentation]).<br />
<br />
== Printing Reports ==<br />
<br />
Once you have created and designed a report, it is now ready to be generated/printed. In PRS, navigate to the panel where you created the report, and, if the report was set to [[#Visible|Visible]], it will now appear in the bar at the top. This will be visible to anyone with the "Print Reports" [[Security Token]], and by clicking on the report, the relevant data will be assembled, and the report generated from the data.<br />
<br />
Generating the report will open the report preview window, from which you view, print, or save to PDF. Additionally, if you have the "Design Reports" [[Security Token]], then there will also be a pencil icon, which you can click to edit the report in the designer, allowing for a quick backwards and forwards between the design and preview modes. Additionally, since generating the report allows means there is now data to print from, it is often easier to design a report by first printing it to give it some data to work with, and then designing from the preview window, allowing you to see the changes that you make by clicking "Preview".<br />
<br />
== Emailing Reports ==<br />
<br />
* Ensure the email settings for your user account are filled in (Human Resources → User Accounts → Select User → Email Settings)<br />
<br />
* Click the [[File:Email report.png|frameless]] button in the top left corner<br />
* This will open up the default email app (you can select which one to use), along with a copy of the report as a PDF already attached</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Report_Template&diff=329Report Template2023-02-22T08:14:32Z<p>Nick: </p>
<hr />
<div>The Report Template system gives the ability to generate reports based on the data with PRS, assisting in displaying and reporting on whatever is required. All main panels within PRS allow for reports, and each can have as many reports as is required.<br />
<br />
== Creating a Report ==<br />
[[File:Report Manager Button.png|thumb|310x310px|The button to open the Report Manager]]<br />
To create a report, you will need the "Design Reports" [[Security Tokens|Security Token]]. Then, simply navigate to any screen on PRS, and click "Setup -> Reports", as displayed in the picture. This will open up a new grid, from which you can create new report templates. Each report template in this grid acts as a "template" for the report; it tells PRS how to display the data. To create a new report, simply click the "+" button down the bottom, and fill in the required fields.<br />
<br />
=== Fields ===<br />
<br />
==== Name ====<br />
The name is the name of the report, displayed in the main ribbon of PRS. It should be descriptive about what data the report displays.<br />
<br />
==== Visible ====<br />
Determines whether the report should be visible in PRS. If this is not checked, there will be no way to generate the report. This should be used when you have old reports that are no longer necessary, but you don't want to delete them in case you need them again, or, if you are currently working on a report's design and don't want it to be visible yet.<br />
<br />
==== All Records / Selected Records ====<br />
These fields determine what data should be used in the report. Most panels in PRS have a way to select data, and these fields determine whether all data in PRS should be used, or just the records that have been selected. If neither are selected, the report will not be able to be generated. If both are selected, there will be an option to choose which one when generating the report later on.<br />
<br />
=== Loading & Saving ===<br />
On the left hand side of the report grid, there are two buttons for loading and saving reports from/to files. This allows you to take a report template and reload it somewhere else. Note that this is prone to errors, since a report is intrinsically tied to the type of data that is being loaded; hence, if you export a report for [[Kanban|Tasks]] and then import it for [[Job|Projects]], there will most likely be errors, since the data that represents a Job is different from that of a Task. Hence, this is not recommended unless you know what you are doing.<br />
<br />
== Report Design ==<br />
<br />
Reports can be designed from two places in PRS - first, from the Report Manager, where you create new reports (See [[#Creating a Report|Creating a Report]]). On the right hand-side of this grid, there is a pencil icon, which, if clicked, brings up the report designer.<br />
<br />
The other place that reports can be designed from is the preview window, brought up by clicking on the report in the ribbon (See [[#Printing Reports|Printing Reports]]). From the preview window, click the pencil icon in the top right, and this opens the designer. If designed this way, there is also data pre-loaded into the report, since you have previewed the report. This means that you can design the report and then preview with data already loaded, assisting you to design based on how the end product will look with data.<br />
<br />
PRS uses the [https://www.fast-report.com/en/ FastReport] engine and designer for its reporting system, and so details on how to use the report designer can be found on their [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/Fundamentals.html online documentation]. That being said, there are several important points that can be mentioned here as well.<br />
<br />
=== Previewing ===<br />
<br />
The report can be previewed from the designer. Click on "File -> Preview..." This will preview the current report as you've designed it. Note that this does not save the report, so don't forget to return to the designer and hit the save button to ensure your changes are committed. Also, if you loaded the report from the PRS ribbon, instead of the report manager (see [[#Printing Reports|Printing Reports]]), then this preview will use the data that was loaded when printing the report.<br />
[[File:Choose data.png|thumb|Choose Report Data]]<br />
<br />
=== Selecting Data ===<br />
<br />
The data to be loaded into the report comes in the form of tables; each table corresponds to a specific "type" of data. An "Employee" table will contain data for [[Employee|Employees]], and an "Equipment" table contains data about [[Equipment]]. A few of the table names are slightly different than what they might appear in PRS, e.g. the table for [[Task|Tasks]] is named "Kanban". So when you want to generate a report on your tasks, the data you will need will be in the "Kanban" table.<br />
<br />
Each table has a number of columns which map to the individual properties of an object, so "Kanban" has columns for its "Number", its "Title", and many others. Each row of the table is a specific object.<br />
<br />
It is important to tell PRS what data you need - there exists a vast number of tables that PRS knows how to load, but you will not want PRS to load all this data, since that can take a while. To choose the data you want to report on, navigate to "Data -> Choose Report Data...". This will bring up a menu from which you can select a number of tables to load data for. Several of these are loaded by default, such as the "CompanyInformation" table, "CompanyLogo" table and the table related to the specific data - generating a report for tasks will automatically load the "Kanban" table. Other tables that ''can'' be loaded (but are not by default) are those that are related to the main object. So, since tasks can have associated equipment items, there is also a "Kanban_Equipment" table. The "Kanban_" prefix represents the fact that this is, in a way, a "child table" of "Kanban" - there is a link between the tables. The report designer knows about these relationships between the tables, so the associated relationships can be modelled using the report designer's concepts of Detail Bands (see the [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/DataBand/MasterDetailRelations.html documentation]). In order to tell PRS to also load the equipment associated with the tasks, check the little box next to "Kanban_Equipment", so that it displays a tick. Then, next time you preview the report (by closing and re-opening the report), PRS will also load the data required.<br />
<br />
Note that the "Kanban_Equipment" table does not load every piece of equipment in PRS - it only loads the equipment items that are related to the tasks that you selected - if only one task was selected to generate the report, then the "Kanban_Equipment" table will have at most ''one'' equipment item, since only one piece of equipment is able to be attached to a task.<br />
<br />
You can also select particular columns from the data selection window, but at this stage this does not cause less data to be loaded - it just prevents it being displayed in the various windows in the report designer and thus removes from view unnecessary fields that clutter up the screen.<br />
<br />
=== Using Data ===<br />
[[File:Data window.png|thumb|216x216px|Data window]]<br />
On the right-hand side of the designer is a "Data" window (if this is not present, click on "View -> Data"). From here you can get data to be displayed in the report. Expand the "Data Sources" menu and you will see a list of the tables you have loaded. Expand any one of them, and then you will see a collection of fields you can select from. To use a field, click and drag from this window over onto the report. For many types of data, this will automatically create a label filled with a placeholder that tells the report engine that you intend to use a data field here. (The syntax for this placeholder is the table name, followed by a dot, followed by the field name, and surrounded in square brackets - e.g., &lsqb;Kanban.Title&rsqb;<br />
[[File:Data selection arrow.png|left|thumb|110x110px|Data selection arrow]]<br />
Also, some data is automatically recognised as an image. For example, if you expand the "CompanyLogo" table, and drag the "Data" field onto the report, it will render as an image using the logo of your company (set in the [[Company Information]] screen). Additionally, dates are recognised as dates, and check boxes (such as the "Private" field for tasks) are rendered as check boxes.<br />
<br />
The data fields can also be set by clicking the little arrow that appears in the top-right of report objects when hovering over them, as shown in the image. If you click on that, you can select a data field for the object (note that the associated data band must be set, see [https://www.fast-report.com/public_download/docs/FRNet/online/en/UserManual/en-US/DataBand/SimpleListReport/PrintDataRows.html the documentation]).<br />
<br />
== Printing Reports ==<br />
<br />
Once you have created and designed a report, it is now ready to be generated/printed. In PRS, navigate to the panel where you created the report, and, if the report was set to [[#Visible|Visible]], it will now appear in the bar at the top. This will be visible to anyone with the "Print Reports" [[Security Token]], and by clicking on the report, the relevant data will be assembled, and the report generated from the data.<br />
<br />
Generating the report will open the report preview window, from which you view, print, or save to PDF. Additionally, if you have the "Design Reports" [[Security Token]], then there will also be a pencil icon, which you can click to edit the report in the designer, allowing for a quick backwards and forwards between the design and preview modes. Additionally, since generating the report allows means there is now data to print from, it is often easier to design a report by first printing it to give it some data to work with, and then designing from the preview window, allowing you to see the changes that you make by clicking "Preview".<br />
<br />
== Emailing Reports ==<br />
<br />
* Ensure the email settings for your user account are filled in (Human Resources → User Accounts → Select User → Email Settings)<br />
<br />
* Click the [[File:Email report.png|frameless]] button in the top left corner]<br />
* This will open up the default email app (you can select which one to use), along with a copy of the report as a PDF already attached</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Email_report.png&diff=328File:Email report.png2023-02-22T08:11:53Z<p>Nick: </p>
<hr />
<div>Email report</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=PRS_Mobile_Installation&diff=327PRS Mobile Installation2023-02-21T08:42:13Z<p>Nick: /* Configure Automatically (using PRS Desktop) */</p>
<hr />
<div>=== Android Devices ===<br />
<br />
* Go to the Play Store → search for PRS Timebench → download / install<br />
<br />
=== Apple Devices ===<br />
<br />
* Go to the App Store → search for PRS Timebench → download / install<br />
<br />
=== Configure Manually ===<br />
<br />
* Go to "Settings" in PRS Mobile<br />
* URL: Enter the URL for accessing your company's PRS Server<br />
*Port: Enter the port for accessing your company's PRS Server <br />
*Fill in User ID and Password <br />
*Press "Save", which will validate the settings and reload PRS Mobile <br />
<br />
=== Configure Automatically (using PRS Desktop) ===<br />
<br />
* Ensure the [[Security Tokens|Security Token]] "Send Mobile Phone Credentials" is enabled<br />
<br />
* On PRS Desktop go to Human Resources → User Accounts → Select the user to be configured for PRS Mobile → press the [[File:Email icon.png|frameless]] button on the rightmost column <br />
*A new email will be created → add the email address to send to → send the email<br />
*The user should first have PRS Mobile installed<br />
* The user should then open up the email on his phone, make sure PRS Mobile is closed, and click on the link appropriate for that device type<br />
* PRS Mobile will open with the correct configuration and automatically save the settings for future use</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=PRS_Mobile_Installation&diff=326PRS Mobile Installation2023-02-21T02:40:59Z<p>Nick: </p>
<hr />
<div>=== Android Devices ===<br />
<br />
* Go to the Play Store → search for PRS Timebench → download / install<br />
<br />
=== Apple Devices ===<br />
<br />
* Go to the App Store → search for PRS Timebench → download / install<br />
<br />
=== Configure Manually ===<br />
<br />
* Go to "Settings" in PRS Mobile<br />
* URL: Enter the URL for accessing your company's PRS Server<br />
*Port: Enter the port for accessing your company's PRS Server <br />
*Fill in User ID and Password <br />
*Press "Save", which will validate the settings and reload PRS Mobile <br />
<br />
=== Configure Automatically (using PRS Desktop) ===<br />
<br />
* Ensure the [[Security Tokens|Security Token]] "Send Mobile Phone Credentials" is enabled<br />
<br />
* On PRS Desktop go to Human Resources → User Accounts → Select the user to be configured for PRS Mobile → press the [[File:Email icon.png|frameless]] button on the rightmost column<br />
* If the user's email settings are correctly set up, an email will automatically be sent with the instructions to configure PRS Mobile<br />
* If the user's email settings are not set up yet, the email content will still have been copied to the clipboard. Simply open up an email and paste to add the content, and send the email to the appropriate user<br />
*The user should first have PRS Mobile installed<br />
* The user should then open up the email on his phone, make sure PRS Mobile is closed, and click on the link appropriate for that device type<br />
* PRS Mobile will open with the correct configuration and automatically save the settings for future use</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=PRS_Mobile_Installation&diff=325PRS Mobile Installation2023-02-21T02:40:23Z<p>Nick: </p>
<hr />
<div>=== Android Devices ===<br />
<br />
* Go to the Play Store → search for PRS Timebench → download / install<br />
<br />
=== Apple Devices ===<br />
<br />
* Go to the App Store → search for PRS Timebench → download / install<br />
<br />
=== Configure Manually ===<br />
<br />
* Go to "Settings" in PRS Mobile<br />
* URL: Enter the URL for accessing your company's PRS Server<br />
*Port: Enter the port for accessing your company's PRS Server <br />
*Fill in User ID and Password <br />
*Press "Save", which will validate the settings and reload PRS Mobile <br />
<br />
=== Configure Automatically (using PRS Desktop) ===<br />
<br />
* Ensure the [[Security Tokens|Security Token]] "Send Mobile Phone Credentials" is enabled<br />
<br />
* On PRS Desktop go to Human Resources → User Accounts → Select the user to be configured for PRS Mobile → press the [[File:Email icon.png|frameless]] button on the rightmost column<br />
* If the user's email settings are correctly set up, an email will automatically be sent with the instructions to configure PRS Mobile<br />
* If the user's email settings are not set up yet, the email content will still have been copied to the clipboard. Simply open up an email and paste to add the content, and send the email to the appropriate user<br />
* The user should open up the email on his phone, make sure PRS Mobile is closed, and click on the link appropriate for that device type<br />
* PRS Mobile will open with the correct configuration and automatically save the settings for future use</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=PRS_Mobile_Installation&diff=324PRS Mobile Installation2023-02-21T02:22:32Z<p>Nick: /* Configure Manually */</p>
<hr />
<div>=== Android Devices ===<br />
<br />
* Go to the Play Store → search for PRS Timebench → download / install<br />
<br />
=== Apple Devices ===<br />
<br />
* Go to the App Store → search for PRS Timebench → download / install<br />
<br />
=== Configure Manually ===<br />
<br />
* Go to "Settings" in PRS Mobile<br />
* URL: Enter the URL for accessing your company's PRS Server<br />
*Port: Enter the port for accessing your company's PRS Server <br />
*Fill in User ID and Password <br />
*Press "Save", which will validate the settings and reload PRS Mobile <br />
<br />
=== Configure Automatically (using PRS Desktop) ===<br />
<br />
* Ensure the [[Security Tokens|Security Token]] "Send Mobile Phone Credentials" is enabled<br />
<br />
* On PRS Desktop go to Human Resources → User Accounts → Select the user to be configured for PRS Mobile → press the [[File:Email icon.png|frameless]] button on the rightmost column<br />
* If the user's email settings are correctly set up, an email will automatically be sent with the instructions to configure PRS Mobile<br />
* If the user's email settings are not set up yet, the email content will have been copied to the clipboard. Simply open up an email and paste to add the content, and send the email to the appropriate user<br />
* The user should open up the email on his phone, make sure PRS Mobile is closed, and click on the link appropriate for that device type<br />
* PRS Mobile will open with the correct configuration and automatically save the settings for future use</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Email_icon.png&diff=323File:Email icon.png2023-02-21T02:17:59Z<p>Nick: </p>
<hr />
<div>email icon</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=PRS_Mobile_Installation&diff=322PRS Mobile Installation2023-02-21T01:39:34Z<p>Nick: /* Android Devices */</p>
<hr />
<div>=== Android Devices ===<br />
<br />
* Go to the Play Store → search for PRS Timebench → download / install<br />
<br />
=== Apple Devices ===<br />
<br />
* Go to the App Store → search for PRS Timebench → download / install<br />
<br />
=== Configure Manually ===<br />
<br />
* Go to "Settings" in PRS Mobile<br />
* URL <br />
<br />
=== Configure Automatically (using PRS Desktop) ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Main_Page&diff=321Main Page2023-02-21T01:28:39Z<p>Nick: /* Mobile Installation */</p>
<hr />
<div><strong>Welcome to the PRS Software documentation wiki!</strong><br />
<br />
Please select one of the options below for further information:<br />
<br />
== Installation ==<br />
<br />
=== Server Installation ===<br />
* [[PRS Server Installation|Server Installation]]<br />
*[[Server Configuration]]<br />
** [[Database Service|Database Engine]]<br />
**Web Engine<br />
** [[AutoDiscovery Service|AutoDiscovery Engine]]<br />
** [[GPS Gateway Service|GPS Gateway Engine]]<br />
** [[Scheduling Service|Scheduling Engine]]<br />
**[[Certificate Engine Properties|Certificate Engine]]<br />
<br />
=== Desktop Installation ===<br />
* Installation<br />
* [[Configuration]]<br />
<br />
=== Mobile Installation ===<br />
<br />
* [[PRS Mobile Installation|Installation]]<br />
<br />
== Overview ==<br />
<br />
=== Users and Security ===<br />
<br />
* [[Logging in]]<br />
*Basics and Navigation<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_between_tabs_and_modules Navigation between tabs and modules]<br />
**[https://prs-software.com.au/wiki/index.php/Setup_Button Setup Button]<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_within_Modules Navigation within Modules]<br />
**[[Split Panel|Split Panel Navigation]]<br />
*[[Users]]<br />
*[[Setting Up Two-Factor Authentication|Setting up Two-Factor Authentication]]<br />
*[[Security Tokens]]<br />
<br />
* Employees<br />
** Qualifications<br />
** Digital Forms<br />
** Timekeeping<br />
*** Mobile Timesheets<br />
*** Bluetooth Gates<br />
*** Daily Reports<br />
** Leave Requests<br />
** Employee Schedules<br />
<br />
=== Products ===<br />
<br />
* [[Product List|Product Master List]]<br />
<br />
==== Catalogue Management ====<br />
*[[Product Issue Management]]<br />
*[[Product Images]]<br />
* Supplier Pricing<br />
* Kits and Groups<br />
<br />
==== Stock Control ====<br />
* Warehouses<br />
* Areas<br />
* Locations<br />
* Stock Holdings<br />
* [[Stock Movements]]<br />
<br />
=== Quotes ===<br />
* Kits and Cost Sheets<br />
* Drawings<br />
* Takeoffs<br />
* Proposals<br />
* Contracts<br />
<br />
=== Jobs ===<br />
* ITP Plan<br />
* Bills of Materials<br />
* Requisitions<br />
* Gantt Charts<br />
* Bluetooth Gates<br />
<br />
=== Logistics ===<br />
* Incoming Consignments<br />
* Site Requisitions<br />
* Deliveries<br />
<br />
=== Equipment ===<br />
* Equipment Schedules<br />
<br />
==== GPS Tracking ====<br />
* Sigfox Trackers<br />
* IoT Trackers<br />
* Bluetooth Trackers<br />
* Live Maps<br />
<br />
=== Accounts ===<br />
* Accounts Receivable<br />
** Customers<br />
** Invoices<br />
** Receipts<br />
* Accounts Payable<br />
** Suppliers<br />
** Purchase Orders<br />
** Bills<br />
** Payments<br />
<br />
=== Notifications ===<br />
* Mobile Access<br />
<br />
=== Tasks ===<br />
* Task Types<br />
* Digital Forms<br />
* Mobile Access</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=PRS_Mobile_Installation&diff=320PRS Mobile Installation2023-02-21T01:28:19Z<p>Nick: Created page with "=== Android Devices === * Go to the Play Store → search for PRS Timebench → download / install === Apple Devices === * Go to the App Store → search for PRS Timebench → download / install"</p>
<hr />
<div>=== Android Devices ===<br />
<br />
* Go to the Play Store → search for PRS Timebench → download / install<br />
<br />
=== Apple Devices ===<br />
<br />
* Go to the App Store → search for PRS Timebench → download / install</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Main_Page&diff=319Main Page2023-02-21T01:21:30Z<p>Nick: </p>
<hr />
<div><strong>Welcome to the PRS Software documentation wiki!</strong><br />
<br />
Please select one of the options below for further information:<br />
<br />
== Installation ==<br />
<br />
=== Server Installation ===<br />
* [[PRS Server Installation|Server Installation]]<br />
*[[Server Configuration]]<br />
** [[Database Service|Database Engine]]<br />
**Web Engine<br />
** [[AutoDiscovery Service|AutoDiscovery Engine]]<br />
** [[GPS Gateway Service|GPS Gateway Engine]]<br />
** [[Scheduling Service|Scheduling Engine]]<br />
**[[Certificate Engine Properties|Certificate Engine]]<br />
<br />
=== Desktop Installation ===<br />
* Installation<br />
* [[Configuration]]<br />
<br />
=== Mobile Installation ===<br />
<br />
* [[PRS Mobile Installation|Installation]]<br />
* [[PRS Mobile Configuration|Configuration]]<br />
<br />
== Overview ==<br />
<br />
=== Users and Security ===<br />
<br />
* [[Logging in]]<br />
*Basics and Navigation<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_between_tabs_and_modules Navigation between tabs and modules]<br />
**[https://prs-software.com.au/wiki/index.php/Setup_Button Setup Button]<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_within_Modules Navigation within Modules]<br />
**[[Split Panel|Split Panel Navigation]]<br />
*[[Users]]<br />
*[[Setting Up Two-Factor Authentication|Setting up Two-Factor Authentication]]<br />
*[[Security Tokens]]<br />
<br />
* Employees<br />
** Qualifications<br />
** Digital Forms<br />
** Timekeeping<br />
*** Mobile Timesheets<br />
*** Bluetooth Gates<br />
*** Daily Reports<br />
** Leave Requests<br />
** Employee Schedules<br />
<br />
=== Products ===<br />
<br />
* [[Product List|Product Master List]]<br />
<br />
==== Catalogue Management ====<br />
*[[Product Issue Management]]<br />
*[[Product Images]]<br />
* Supplier Pricing<br />
* Kits and Groups<br />
<br />
==== Stock Control ====<br />
* Warehouses<br />
* Areas<br />
* Locations<br />
* Stock Holdings<br />
* [[Stock Movements]]<br />
<br />
=== Quotes ===<br />
* Kits and Cost Sheets<br />
* Drawings<br />
* Takeoffs<br />
* Proposals<br />
* Contracts<br />
<br />
=== Jobs ===<br />
* ITP Plan<br />
* Bills of Materials<br />
* Requisitions<br />
* Gantt Charts<br />
* Bluetooth Gates<br />
<br />
=== Logistics ===<br />
* Incoming Consignments<br />
* Site Requisitions<br />
* Deliveries<br />
<br />
=== Equipment ===<br />
* Equipment Schedules<br />
<br />
==== GPS Tracking ====<br />
* Sigfox Trackers<br />
* IoT Trackers<br />
* Bluetooth Trackers<br />
* Live Maps<br />
<br />
=== Accounts ===<br />
* Accounts Receivable<br />
** Customers<br />
** Invoices<br />
** Receipts<br />
* Accounts Payable<br />
** Suppliers<br />
** Purchase Orders<br />
** Bills<br />
** Payments<br />
<br />
=== Notifications ===<br />
* Mobile Access<br />
<br />
=== Tasks ===<br />
* Task Types<br />
* Digital Forms<br />
* Mobile Access</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Main_Page&diff=318Main Page2023-02-21T01:20:38Z<p>Nick: /* Installation */</p>
<hr />
<div><strong>Welcome to the PRS Software documentation wiki!</strong><br />
<br />
Please select one of the options below for further information:<br />
<br />
== Installation ==<br />
<br />
=== Server Installation ===<br />
* [[PRS Server Installation|Server Installation]]<br />
*[[Server Configuration]]<br />
** [[Database Service|Database Engine]]<br />
**Web Engine<br />
** [[AutoDiscovery Service|AutoDiscovery Engine]]<br />
** [[GPS Gateway Service|GPS Gateway Engine]]<br />
** [[Scheduling Service|Scheduling Engine]]<br />
**[[Certificate Engine Properties|Certificate Engine]]<br />
<br />
=== Desktop Installation ===<br />
* Installation<br />
* [[Configuration]]<br />
<br />
=== Mobile Installation ===<br />
<br />
* Installation<br />
* Configuration<br />
<br />
== Overview ==<br />
<br />
=== Users and Security ===<br />
<br />
* [[Logging in]]<br />
*Basics and Navigation<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_between_tabs_and_modules Navigation between tabs and modules]<br />
**[https://prs-software.com.au/wiki/index.php/Setup_Button Setup Button]<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_within_Modules Navigation within Modules]<br />
**[[Split Panel|Split Panel Navigation]]<br />
*[[Users]]<br />
*[[Setting Up Two-Factor Authentication|Setting up Two-Factor Authentication]]<br />
*[[Security Tokens]]<br />
<br />
* Employees<br />
** Qualifications<br />
** Digital Forms<br />
** Timekeeping<br />
*** Mobile Timesheets<br />
*** Bluetooth Gates<br />
*** Daily Reports<br />
** Leave Requests<br />
** Employee Schedules<br />
<br />
=== Products ===<br />
<br />
* [[Product List|Product Master List]]<br />
<br />
==== Catalogue Management ====<br />
*[[Product Issue Management]]<br />
*[[Product Images]]<br />
* Supplier Pricing<br />
* Kits and Groups<br />
<br />
==== Stock Control ====<br />
* Warehouses<br />
* Areas<br />
* Locations<br />
* Stock Holdings<br />
* [[Stock Movements]]<br />
<br />
=== Quotes ===<br />
* Kits and Cost Sheets<br />
* Drawings<br />
* Takeoffs<br />
* Proposals<br />
* Contracts<br />
<br />
=== Jobs ===<br />
* ITP Plan<br />
* Bills of Materials<br />
* Requisitions<br />
* Gantt Charts<br />
* Bluetooth Gates<br />
<br />
=== Logistics ===<br />
* Incoming Consignments<br />
* Site Requisitions<br />
* Deliveries<br />
<br />
=== Equipment ===<br />
* Equipment Schedules<br />
<br />
==== GPS Tracking ====<br />
* Sigfox Trackers<br />
* IoT Trackers<br />
* Bluetooth Trackers<br />
* Live Maps<br />
<br />
=== Accounts ===<br />
* Accounts Receivable<br />
** Customers<br />
** Invoices<br />
** Receipts<br />
* Accounts Payable<br />
** Suppliers<br />
** Purchase Orders<br />
** Bills<br />
** Payments<br />
<br />
=== Notifications ===<br />
* Mobile Access<br />
<br />
=== Tasks ===<br />
* Task Types<br />
* Digital Forms<br />
* Mobile Access</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=317Stocktakes2023-02-17T01:18:21Z<p>Nick: /* Saving */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* A physical check of the stock levels is compared to the stock levels represented in PRS for the selected locations<br />
*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures<br />
*Lines that have not changed will still produce a zero quantity stock movement, in order to maintain a record of what has been checked<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
*This button is governed by the [[Security Tokens|Security Token]] "Modify Stock Movements". Ensure it is enabled to make the Stock Take button visible <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list. The columns for this grid are fixed<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake. The generated excel sheet has the same columns as the Stock Take grid<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Saving ====<br />
<br />
* Press the OK button to save (Cancel will lose any unsaved work)<br />
<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with zero received and zero issued (a transaction to note that this line has been checked, even though nothing has changed)<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=316Stocktakes2023-02-17T01:16:40Z<p>Nick: /* Overview */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* A physical check of the stock levels is compared to the stock levels represented in PRS for the selected locations<br />
*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures<br />
*Lines that have not changed will still produce a zero quantity stock movement, in order to maintain a record of what has been checked<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
*This button is governed by the [[Security Tokens|Security Token]] "Modify Stock Movements". Ensure it is enabled to make the Stock Take button visible <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list. The columns for this grid are fixed<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake. The generated excel sheet has the same columns as the Stock Take grid<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Saving ====<br />
<br />
* Press the OK button to save (Cancel will lose any unsaved work)<br />
<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with zero received and zero issued (basically a transaction to note that this line has been checked, even though nothing has changed)<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=315Stocktakes2023-02-17T01:07:13Z<p>Nick: /* Overview */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* A physical check of the stock levels is compared to the stock levels represented in PRS for the selected locations<br />
*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures<br />
*Lines that have not changed will still produce a zero quantity stock movement, in order to maintain a record of what has been checked<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list. The columns for this grid are fixed<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake. The generated excel sheet has the same columns as the Stock Take grid<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Saving ====<br />
<br />
* Press the OK button to save (Cancel will lose any unsaved work)<br />
<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with zero received and zero issued (basically a transaction to note that this line has been checked, even though nothing has changed)<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=314Stocktakes2023-02-17T01:06:52Z<p>Nick: /* Desktop */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* A physical check of the stock levels is compared to the stock levels represented in PRS for selected locations<br />
*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures<br />
*Lines that have not changed will still produce a zero quantity stock movement, in order to maintain a record of what has been checked<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list. The columns for this grid are fixed<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake. The generated excel sheet has the same columns as the Stock Take grid<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Saving ====<br />
<br />
* Press the OK button to save (Cancel will lose any unsaved work)<br />
<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with zero received and zero issued (basically a transaction to note that this line has been checked, even though nothing has changed)<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=313Stocktakes2023-02-17T01:06:32Z<p>Nick: /* Overview */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* A physical check of the stock levels is compared to the stock levels represented in PRS for selected locations<br />
*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures<br />
*Lines that have not changed will also produce a zero quantity stock movement, to maintain a record of what has been checked<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list. The columns for this grid are fixed<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake. The generated excel sheet has the same columns as the Stock Take grid<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Saving ====<br />
<br />
* Press the OK button to save (Cancel will lose any unsaved work)<br />
<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with zero received and zero issued (basically a transaction to note that this line has been checked, even though nothing has changed)<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=312Stocktakes2023-02-17T01:02:44Z<p>Nick: /* Using the Stock Take Screen */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* Stocktakes will also generate stock movement transactions to reflect whether there was more or less stock recorded on PRS at the time of stocktake<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list. The columns for this grid are fixed<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake. The generated excel sheet has the same columns as the Stock Take grid<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Saving ====<br />
<br />
* Press the OK button to save (Cancel will lose any unsaved work)<br />
<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with zero received and zero issued (basically a transaction to note that this line has been checked, even though nothing has changed)<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=311Stocktakes2023-02-16T09:22:40Z<p>Nick: /* Using the Stock Take Screen */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* Stocktakes will also generate stock movement transactions to reflect whether there was more or less stock recorded on PRS at the time of stocktake<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Saving ====<br />
<br />
* Press the OK button to save (Cancel will lose any unsaved work)<br />
<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with zero received and zero issued (basically a transaction to note that this line has been checked, even though nothing has changed)<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=310Stocktakes2023-02-16T09:18:12Z<p>Nick: /* Desktop */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* Stocktakes will also generate stock movement transactions to reflect whether there was more or less stock recorded on PRS at the time of stocktake<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with 0 received and 0 issued<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=309Stocktakes2023-02-16T09:16:50Z<p>Nick: /* Using the Stock Take Screen */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* Stocktakes will also generate stock movement transactions to reflect whether there was more or less stock recorded on PRS at the time of stocktake<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with 0 received and 0 issued<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
==== Example Excel File for Printing Out ====<br />
[[File:Stocktake excel.png|frameless|1250x1250px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Stocktake_excel.png&diff=308File:Stocktake excel.png2023-02-16T09:16:31Z<p>Nick: </p>
<hr />
<div>stocktake excel</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stock_Locations&diff=307Stock Locations2023-02-16T08:04:07Z<p>Nick: </p>
<hr />
<div>== Quick Links: ==<br />
*[https://prs-software.com.au/wiki/index.php/Receiving_Stock Receiving Stock]<br />
* [https://prs-software.com.au/wiki/index.php/Issuing_Stock Issuing Stock]<br />
* [https://prs-software.com.au/wiki/index.php/Transfers Transfers]<br />
*[https://prs-software.com.au/wiki/index.php/Stocktakes Stocktakes]<br />
== Overview ==<br />
[[File:Warehouses, Areas & Locations.png|thumb|Warehouses, Areas & Locations]]<br />
The PRS Stock warehousing system is built on the concept of stock holdings, which are groups of products of the same catalogue number, style, size, held in a particular location. Holdings within PRS are automatically created as products are received into the warehouse, and closed off once the products within that holding are issued from the warehouse. Holdings are grouped into Locations, which can in turn be grouped into Areas and Warehouses, allowing scalability of the system from a simple, single-location store to a distributed multi-warehouse network.<br />
*<br />
=== Warehouses ===<br />
A Stock Warehouse is the largest grouping of stock items within PRS, and represents a group of Stock Areas, grouped by either physical location, purpose (or a combination of both). <br />
<br />
Like Areas and Locations, warehouses can be marked as either "Active" or "Inactive" - this allows for unused Warehouses to be hidden from view without losing history information.<br />
<br />
In addition, a warehouse can be marked as "Default" - to indicate that Purchase Order and Consignment items without a specific location will be received into this warehouse.<br />
<br />
The Master List of Stock Warehouses can be managed from "Products / [[Edit StockWarehouse|Stock Warehouses]]" in PRS Desktop:<br />
[[File:Edit warehouse.png|none|thumb|600x600px|Stock Warehouse Details]]<br />
<br />
=== Areas ===<br />
A Stock Area represents a group of Stock Locations (shelves, racks, bins) in a particular location.<br />
<br />
Areas that are currently in use should be marked as "Active" - this allows the area to appear in the various lookup lists for locations and product lookups. Empty or unused areas should have this flag turned off to help manage large numbers of stock areas<br />
<br />
Stock Areas can be managed from "Products / [[Edit StockArea|Stock Areas]]" in PRS Desktop:<br />
[[File:Edit Stock Area.png|none|thumb|600x600px|Stock Area Details]]<br />
<br />
=== Locations ===<br />
A Stock Location represents a single physical location holding one or more stock holdings. Generally, stock locations represent racks, shelves, bins or pallets that hold stock in a specific place within the warehouse.<br />
<br />
A stock location can be marked as either "permanent" or "temporary" location. Temporary locations (eg a pallet or shipping container) represent stock that is generally reserved for a specific job or task, and is automatically marked as "Inactive" of when the stock holdings contained in it are exhausted. By contrast, permanent stock locations (eg a shelf or a rack) exist over a long period of time, and remain active whether or not they actually have stock holdings.<br />
<br />
It is possible to change the Area and Warehouse (see below) of a stock location - this is done when temporary stock locations are moved from one physical location to another, or when the warehouse is reconfigured over time. By allowing the location to be moved (rather than being deleted and re-created), the historical record of item movement in and out of the location can be maintained, eliminating the possibility of data loss. <br />
<br />
A location can be marked as "Default" for its current Area and Warehouse - if this is the case, then products received into stock are by default moved into this location. This is useful when defining a "Receivals Bay" for incoming goods - the Purchase Order / Consignment can be quickly received into this location, and the individual items subsequently transferred to their final locations at a later time. <br />
<br />
Stock Locations can be managed from "Product Management / [[Edit StockLocation|Stock Locations]]" in PRS Desktop: <br />
[[File:Edit location.png|none|thumb|600x600px|Stock Location Details]]<br />
<br />
=== Holdings ===<br />
A Stock Holding is the smallest group of product items that can be held in stock, and is uniquely identified by the following values:<br />
<br />
* Stock Location<br />
*Product Code<br />
* Item Style<br />
* Unit Size<br />
* Job Number<br />
<br />
Holdings cannot be created or deleted directly, but are automatically maintained as stock movements are entered into the system, through one of the following actions:<br />
<br />
* Receiving a Purchase Order or Consignment Line<br />
* Completing a Requisition<br />
* Transferring Stock Items from one location to another<br />
* Changing the style of a stock item<br />
* Allocating or changing the job number associated with the stock items (reserved stock)<br />
* Issuing Items from stock to manufacturing<br />
* Adjusting stock errors during stocktake<br />
<br />
== PRS Desktop ==<br />
<br />
== PRS Mobile ==<br />
<br />
See also:<br />
<br />
* [[Product List]]<br />
* [[Stock Movements]]</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stock_Locations&diff=306Stock Locations2023-02-16T08:00:46Z<p>Nick: </p>
<hr />
<div>== Overview ==<br />
[[File:Warehouses, Areas & Locations.png|thumb|Warehouses, Areas & Locations]]<br />
The PRS Stock warehousing system is built on the concept of stock holdings, which are groups of products of the same catalogue number, style, size, held in a particular location. Holdings within PRS are automatically created as products are received into the warehouse, and closed off once the products within that holding are issued from the warehouse. Holdings are grouped into Locations, which can in turn be grouped into Areas and Warehouses, allowing scalability of the system from a simple, single-location store to a distributed multi-warehouse network.<br />
<br />
=== Quick Links: ===<br />
*[https://prs-software.com.au/wiki/index.php/Receiving_Stock Receiving Stock]<br />
* [https://prs-software.com.au/wiki/index.php/Issuing_Stock Issuing Stock]<br />
* [https://prs-software.com.au/wiki/index.php/Transfers Transfers]<br />
*[https://prs-software.com.au/wiki/index.php/Stocktakes Stocktakes]<br />
=== Warehouses ===<br />
A Stock Warehouse is the largest grouping of stock items within PRS, and represents a group of Stock Areas, grouped by either physical location, purpose (or a combination of both). <br />
<br />
Like Areas and Locations, warehouses can be marked as either "Active" or "Inactive" - this allows for unused Warehouses to be hidden from view without losing history information.<br />
<br />
In addition, a warehouse can be marked as "Default" - to indicate that Purchase Order and Consignment items without a specific location will be received into this warehouse.<br />
<br />
The Master List of Stock Warehouses can be managed from "Products / [[Edit StockWarehouse|Stock Warehouses]]" in PRS Desktop:<br />
[[File:Edit warehouse.png|none|thumb|600x600px|Stock Warehouse Details]]<br />
<br />
=== Areas ===<br />
A Stock Area represents a group of Stock Locations (shelves, racks, bins) in a particular location.<br />
<br />
Areas that are currently in use should be marked as "Active" - this allows the area to appear in the various lookup lists for locations and product lookups. Empty or unused areas should have this flag turned off to help manage large numbers of stock areas<br />
<br />
Stock Areas can be managed from "Products / [[Edit StockArea|Stock Areas]]" in PRS Desktop:<br />
[[File:Edit Stock Area.png|none|thumb|600x600px|Stock Area Details]]<br />
<br />
=== Locations ===<br />
A Stock Location represents a single physical location holding one or more stock holdings. Generally, stock locations represent racks, shelves, bins or pallets that hold stock in a specific place within the warehouse.<br />
<br />
A stock location can be marked as either "permanent" or "temporary" location. Temporary locations (eg a pallet or shipping container) represent stock that is generally reserved for a specific job or task, and is automatically marked as "Inactive" of when the stock holdings contained in it are exhausted. By contrast, permanent stock locations (eg a shelf or a rack) exist over a long period of time, and remain active whether or not they actually have stock holdings.<br />
<br />
It is possible to change the Area and Warehouse (see below) of a stock location - this is done when temporary stock locations are moved from one physical location to another, or when the warehouse is reconfigured over time. By allowing the location to be moved (rather than being deleted and re-created), the historical record of item movement in and out of the location can be maintained, eliminating the possibility of data loss. <br />
<br />
A location can be marked as "Default" for its current Area and Warehouse - if this is the case, then products received into stock are by default moved into this location. This is useful when defining a "Receivals Bay" for incoming goods - the Purchase Order / Consignment can be quickly received into this location, and the individual items subsequently transferred to their final locations at a later time. <br />
<br />
Stock Locations can be managed from "Product Management / [[Edit StockLocation|Stock Locations]]" in PRS Desktop: <br />
[[File:Edit location.png|none|thumb|600x600px|Stock Location Details]]<br />
<br />
=== Holdings ===<br />
A Stock Holding is the smallest group of product items that can be held in stock, and is uniquely identified by the following values:<br />
<br />
* Stock Location<br />
*Product Code<br />
* Item Style<br />
* Unit Size<br />
* Job Number<br />
<br />
Holdings cannot be created or deleted directly, but are automatically maintained as stock movements are entered into the system, through one of the following actions:<br />
<br />
* Receiving a Purchase Order or Consignment Line<br />
* Completing a Requisition<br />
* Transferring Stock Items from one location to another<br />
* Changing the style of a stock item<br />
* Allocating or changing the job number associated with the stock items (reserved stock)<br />
* Issuing Items from stock to manufacturing<br />
* Adjusting stock errors during stocktake<br />
<br />
== PRS Desktop ==<br />
<br />
== PRS Mobile ==<br />
<br />
See also:<br />
<br />
* [[Product List]]<br />
* [[Stock Movements]]</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stock_Movements&diff=305Stock Movements2023-02-16T07:59:56Z<p>Nick: </p>
<hr />
<div>=== Sections ===<br />
*[https://prs-software.com.au/wiki/index.php/Receiving_Stock Receiving Stock]<br />
*[https://prs-software.com.au/wiki/index.php/Issuing_Stock Issuing Stock]<br />
*[https://prs-software.com.au/wiki/index.php/Transfers Transfers]<br />
*[https://prs-software.com.au/wiki/index.php/Stocktakes Stocktakes]<br />
See also:<br />
<br />
* [[Product List]]<br />
* [[Stock Locations]]</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Main_Page&diff=304Main Page2023-02-16T07:59:35Z<p>Nick: /* Stock Control */</p>
<hr />
<div><strong>Welcome to the PRS Software documentation wiki!</strong><br />
<br />
Please select one of the options below for further information:<br />
<br />
== Installation ==<br />
<br />
=== Server Installation ===<br />
* [[PRS Server Installation|Server Installation]]<br />
*[[Server Configuration]]<br />
** [[Database Service|Database Engine]]<br />
**Web Engine<br />
** [[AutoDiscovery Service|AutoDiscovery Engine]]<br />
** [[GPS Gateway Service|GPS Gateway Engine]]<br />
** [[Scheduling Service|Scheduling Engine]]<br />
**[[Certificate Engine Properties|Certificate Engine]]<br />
<br />
=== Desktop Installation ===<br />
* Installation<br />
* [[Configuration]]<br />
<br />
== Overview ==<br />
<br />
=== Users and Security ===<br />
<br />
* [[Logging in]]<br />
*Basics and Navigation<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_between_tabs_and_modules Navigation between tabs and modules]<br />
**[https://prs-software.com.au/wiki/index.php/Setup_Button Setup Button]<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_within_Modules Navigation within Modules]<br />
**[[Split Panel|Split Panel Navigation]]<br />
*[[Users]]<br />
*[[Setting Up Two-Factor Authentication|Setting up Two-Factor Authentication]]<br />
*[[Security Tokens]]<br />
<br />
* Employees<br />
** Qualifications<br />
** Digital Forms<br />
** Timekeeping<br />
*** Mobile Timesheets<br />
*** Bluetooth Gates<br />
*** Daily Reports<br />
** Leave Requests<br />
** Employee Schedules<br />
<br />
=== Products ===<br />
<br />
* [[Product List|Product Master List]]<br />
<br />
==== Catalogue Management ====<br />
*[[Product Issue Management]]<br />
*[[Product Images]]<br />
* Supplier Pricing<br />
* Kits and Groups<br />
<br />
==== Stock Control ====<br />
* Warehouses<br />
* Areas<br />
* Locations<br />
* Stock Holdings<br />
* [[Stock Movements]]<br />
<br />
=== Quotes ===<br />
* Kits and Cost Sheets<br />
* Drawings<br />
* Takeoffs<br />
* Proposals<br />
* Contracts<br />
<br />
=== Jobs ===<br />
* ITP Plan<br />
* Bills of Materials<br />
* Requisitions<br />
* Gantt Charts<br />
* Bluetooth Gates<br />
<br />
=== Logistics ===<br />
* Incoming Consignments<br />
* Site Requisitions<br />
* Deliveries<br />
<br />
=== Equipment ===<br />
* Equipment Schedules<br />
<br />
==== GPS Tracking ====<br />
* Sigfox Trackers<br />
* IoT Trackers<br />
* Bluetooth Trackers<br />
* Live Maps<br />
<br />
=== Accounts ===<br />
* Accounts Receivable<br />
** Customers<br />
** Invoices<br />
** Receipts<br />
* Accounts Payable<br />
** Suppliers<br />
** Purchase Orders<br />
** Bills<br />
** Payments<br />
<br />
=== Notifications ===<br />
* Mobile Access<br />
<br />
=== Tasks ===<br />
* Task Types<br />
* Digital Forms<br />
* Mobile Access</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Main_Page&diff=303Main Page2023-02-16T07:59:23Z<p>Nick: /* Stock Control */</p>
<hr />
<div><strong>Welcome to the PRS Software documentation wiki!</strong><br />
<br />
Please select one of the options below for further information:<br />
<br />
== Installation ==<br />
<br />
=== Server Installation ===<br />
* [[PRS Server Installation|Server Installation]]<br />
*[[Server Configuration]]<br />
** [[Database Service|Database Engine]]<br />
**Web Engine<br />
** [[AutoDiscovery Service|AutoDiscovery Engine]]<br />
** [[GPS Gateway Service|GPS Gateway Engine]]<br />
** [[Scheduling Service|Scheduling Engine]]<br />
**[[Certificate Engine Properties|Certificate Engine]]<br />
<br />
=== Desktop Installation ===<br />
* Installation<br />
* [[Configuration]]<br />
<br />
== Overview ==<br />
<br />
=== Users and Security ===<br />
<br />
* [[Logging in]]<br />
*Basics and Navigation<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_between_tabs_and_modules Navigation between tabs and modules]<br />
**[https://prs-software.com.au/wiki/index.php/Setup_Button Setup Button]<br />
**[https://prs-software.com.au/wiki/index.php/Navigation_within_Modules Navigation within Modules]<br />
**[[Split Panel|Split Panel Navigation]]<br />
*[[Users]]<br />
*[[Setting Up Two-Factor Authentication|Setting up Two-Factor Authentication]]<br />
*[[Security Tokens]]<br />
<br />
* Employees<br />
** Qualifications<br />
** Digital Forms<br />
** Timekeeping<br />
*** Mobile Timesheets<br />
*** Bluetooth Gates<br />
*** Daily Reports<br />
** Leave Requests<br />
** Employee Schedules<br />
<br />
=== Products ===<br />
<br />
* [[Product List|Product Master List]]<br />
<br />
==== Catalogue Management ====<br />
*[[Product Issue Management]]<br />
*[[Product Images]]<br />
* Supplier Pricing<br />
* Kits and Groups<br />
<br />
==== Stock Control ====<br />
* Warehouses<br />
* Areas<br />
* Locations<br />
* Stock Holdings<br />
* [[Stock Movements]]<br />
** [[Receiving Stock]]<br />
** [[Issuing Stock]]<br />
** [[Transfers]]<br />
** [[Stocktakes]]<br />
<br />
=== Quotes ===<br />
* Kits and Cost Sheets<br />
* Drawings<br />
* Takeoffs<br />
* Proposals<br />
* Contracts<br />
<br />
=== Jobs ===<br />
* ITP Plan<br />
* Bills of Materials<br />
* Requisitions<br />
* Gantt Charts<br />
* Bluetooth Gates<br />
<br />
=== Logistics ===<br />
* Incoming Consignments<br />
* Site Requisitions<br />
* Deliveries<br />
<br />
=== Equipment ===<br />
* Equipment Schedules<br />
<br />
==== GPS Tracking ====<br />
* Sigfox Trackers<br />
* IoT Trackers<br />
* Bluetooth Trackers<br />
* Live Maps<br />
<br />
=== Accounts ===<br />
* Accounts Receivable<br />
** Customers<br />
** Invoices<br />
** Receipts<br />
* Accounts Payable<br />
** Suppliers<br />
** Purchase Orders<br />
** Bills<br />
** Payments<br />
<br />
=== Notifications ===<br />
* Mobile Access<br />
<br />
=== Tasks ===<br />
* Task Types<br />
* Digital Forms<br />
* Mobile Access</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=302Stocktakes2023-02-16T07:54:53Z<p>Nick: </p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* Stocktakes will also generate stock movement transactions to reflect whether there was more or less stock recorded on PRS at the time of stocktake<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with 0 received and 0 issued<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=Stocktakes&diff=301Stocktakes2023-02-16T07:52:06Z<p>Nick: /* Desktop */</p>
<hr />
<div>=== Overview ===<br />
<br />
* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate<br />
* Stocktakes will also generate stock movement transactions to reflect whether there was more or less stock recorded on PRS at the time of stocktake<br />
<br />
=== Desktop ===<br />
<br />
==== Starting a Stock Take using selected locations ====<br />
<br />
* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list <br />
<br />
[[File:Desktop stock locations.png|frameless|581x581px]]<br />
<br />
==== Using the Stock Take Screen ====<br />
<br />
* All Stock Holdings for the selected Locations are combined in one list<br />
* The quantity for each holding is shown as "Original Qty"<br />
* "Actual Qty" is used to fill quantities observed during the physical stocktake. This is defaulted to 0<br />
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"<br />
* The [[File:Reset.png|frameless]] button can be used to reset to 0<br />
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake<br />
* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved<br />
** Identical quantities will produce a Stock Movement with 0 received and 0 issued<br />
** A higher actual quantity will produce a Stock Movement with the difference as the amount received<br />
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued<br />
<br />
[[File:Stock take .png|frameless|939x939px]]<br />
<br />
=== Mobile ===</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Export_button.png&diff=300File:Export button.png2023-02-16T07:46:58Z<p>Nick: </p>
<hr />
<div>export button</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Stock_take_.png&diff=299File:Stock take .png2023-02-16T07:46:24Z<p>Nick: </p>
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<div>stock take</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Reset.png&diff=298File:Reset.png2023-02-16T07:43:42Z<p>Nick: </p>
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<div>reset</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Prefill.png&diff=297File:Prefill.png2023-02-16T07:42:30Z<p>Nick: </p>
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<div>prefill</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Stock_take_window.png&diff=296File:Stock take window.png2023-02-16T07:41:31Z<p>Nick: </p>
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<div>stock take window</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Stocktake_screen.png&diff=295File:Stocktake screen.png2023-02-16T07:40:44Z<p>Nick: </p>
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<div>stocktake screen</div>Nickhttps://prsdigital.com.au/wiki/index.php?title=File:Stocktake.png&diff=294File:Stocktake.png2023-02-16T07:37:15Z<p>Nick: </p>
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<div>stocktake</div>Nick