The Order Manager does not have any special reporting tools that are independent from the built-in Microsoft Access Report Generator. Below is a brief explanation of how to modify fonts, font sizes, and colors on your reports or add a graphic or logo to the report. Or, contact Stone Edge Technologies at (215) 641-1837 to customize a report for you.
This document covers:
Determine Which Report to Modify
Most reports in the Order Manager are named exactly how you see them named throughout the program. A report such as the "Sales Summary" would be named "Sales Summary" in the database. Reports such as invoices or packing slips are named dynamically because there are several of these built-in that you could choose from. If you are modifying a report such as your invoice or packing slip, follow these steps to determine which one you are using:
1. Go to the Maintenance Menu, click Set System Parameters.
2. Go to the Reports parameter group.
3.
For a packing slip, select the parameter
PackingSlipTemplate.
For an invoice, select the parameter InvoiceTemplate.
4. Take note of the parameter value, this is the report that you are currently using.
Access the Report for Modification
1. From the Main Menu or Maintenance Menu press "F11" on your keyboard. This will open the database window.
2. Select "Reports" on the left-hand side of the window.
3. Your reports will now be listed alphabetically in the main database window. Find the report you wish to modify.
4. Right-click on the report's name and click "Save As". Note: Do not modify the original report just in case a problem occurs.
5. You are prompted to name the report. We recommend that you use a naming convention which includes your company name such as "Widget Company Invoice" or "Widget Company Packing Slip."
6. Click OK. The Database window will refresh.
7. Right-click on the new report and click on Design View. You are now ready to modify the report.
Changing Fonts on a Report in Design View
1. Once you are in the design view of the report, you will see several square or rectangular boxes (refer to the image below) called "Labels" or "Text Boxes". Clicking inside one of these will select the object and place "Handle Bars" (little black boxes on the corners and sides) around it.
2. With the field selected, changing the font just as you would in Microsoft Word: on the tool bar, you should see a drop down box displaying the font for that particular box. Change it to the desired font.
3. Repeat this for every field on the report.
4.
Save the report.
Adding a Graphic to a Report in Design View
To add a graphic (such as a company logo) to a report follow the steps below. For this example a logo will be added at the top right-hand corner of the report in place of the company name.
1. From the design view of the report, click Insert then Picture from the Microsoft Access Menu Bar.
2.
Browse to the desired image. Select
it. Click OK. Your image will now appear on the report.
Note: Images must be sized properly before importing them.
You cannot resize an image once imported.
3. Click and drag the image to the desired location.
4.
If necessary, move or resize other fields
so that they do not overlap the image.
To resize a text box, such as the address info, select the field, click
the appropriate "Handle Bar" and drag the box to the proper
size and position. It is not recommended that you delete a field
on an existing report. See Hiding a Field in a Report
below.
Hiding a Field in the a Report
If you do not want to display a particular field, such as company name, we recommend that you hide the field instead of deleting it.
1. Right-click on the desired field and click Properties.
2. In the Properties window, select the ALL tab.
3. Scroll down until you see the Visible field.
4. Enter or select NO.
5.
Close the properties window.
Save and Export the Report for Future Preservation
The last step in modifying a report is to export it to your custom reports database.
1. Click File and Save.
2. In the database window, right-click on the report and click on Export.
3. Browse to the location of your store's data file and select Custom Reports.mdb.
4. Click Export. The report is now exported.
5. Go to the Maintenance Menu>Maintenance tab and click Custom Report Maintenance.
6. The right-hand box will contain a list of the reports in the Custom Report database; you should see your new report listed.
7. Select it and click Re-import on the right-hand side. This will import the report into the Order Manager on each workstation automatically and show the report in the Custom Reports list.
8. If the report is not an Invoice or Packing Slip:
o Click Add to Custom Reports Menu.
o Go to the Main Menu, click Print Reports.
o Locate the report, select it and click Print.
9. If the report is an Invoice or Packing Slip:
o Go to the Maintenance Menu and click Set System Parameters.
o Go to the Reports group and select "InvoiceTemplate" or "PackingSlipTemplate".
o In the drop-down box, enter the name of your new report exactly.
o Click Save.