Sagittarius Systems LLC
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Here You can generate reports which contain statistics of the completed buying/selling deals. It is possible to set different criteria to the generated report adjusting it to your needs.
Please pay attention to 'Deal Report Criteria' panel in the right side of the page. It contains components for setting report criteria (later in this topic you can find a more detailed description for each component). To generate the report please click on 'Search' button. After that you will see the result generated in the table view. Each column of the table is sortable! So you can just click on the header of the column and get the table sorted according to that column.
You can download the result as an Excel or CSV file! You just have to select the needed file format from the combo-box (default value is XLS - excel file) and click on the 'Download' button next to it (header part of the table)!
Here are more detailed descriptions of the components in 'Deal Report Criteria' panel:
Product: This is the Product Selector component which allows you to select the products/catalogs whose deal statistics You want to see. By default, no product is available in this component, which means that the generated report will contain deals for All products in the storehouse.
To add products/catalogs in the component, please click on 'Select' button. Further You will see that instead of this help topic, a product tree will appear, and also instead of 'Select' button (which You have clicked), two new buttons - 'Add' and 'Cancel' - will appear. Now you can select any product or catalog from the tree and then press on 'Add' button. You will see that the selected product/catalog will be added in the product selector component! It's so easy, isn't it?! So You can add as many products as You want in the way described above. After adding the needed products/catalogs the report will contain deals made with those products only! You can also delete added products from the component: You just have to click on 'Delete image' in front of product/catalog name.
Group by: Here You can select the time period by which you want to group deals in the report. By default, the 'Deal' item is selected, which means that each row in the report will correspond to a single deal. As a value for the 'Group by' combo-box it is possible to choose between the following items: 'Deal', 'Day', 'Month' or 'Year'. For example, if You select 'Day', then each row of the report will correspond to the summary of deals per day implemented for the selected product, e.g. during this day You have sold 10 bottles of orange juice - 5 bottles to 'buyer1' at 3$ a bottle, 4 bottles to 'buyer2' at 4$ a bottle and 1 bottle to 'buyer3' at 5$. In this case, when the 'Group by' is set to 'Deal', then for 'Orange juice' product for this day the report will contain 3 rows and each row will correspond to one deal you have made (first row - selling deal to buyer1, second row - selling deal to buyer2, third row - selling deal to buyer3). When 'Group by' is set to 'Day', then in the report you will have only ONE row for this day - which will contain a summary of the 3 deals mentioned above!
The same logic applies to 'Month' and 'Year' values - each row of the report will show the summary of a month (group by month), or it will show the summary of a year (group by year).
Deal type: Here You have to select the deal type (Buying deals or Selling deals) for which you want to generate a report.
Quantity: This field is available only when 'Deal' is selected as a 'Group by' value. The report will contain only the deals with the quantity (buying quantity or selling quantity) specified in this field.
Price: This field is available only when 'Deal' is selected as a 'Group by' value. The report will contain only the deals with the price specified in this field.
Supplier(or Buyer): The report will contain only the deals with the Supplier/Buyer you have selected.
Store Worker: The report will contain only the deals which have been made by the store worker you have selected.
Start Date: The report will contain only the deals which have been made on and after this date.
End Date: The report will contain only the deals which have been made on and before this date.
This section of the system allows to create archives of your current system. So you can always create backup archives and be able to restore previously created archives. This mechanism will provide a more secure and flexible usage of the system enabling a retrospective reference to your system data created any time in the past! It is recommended to create backup archives periodically so as in case of a problem you would be able to restore your system data to previously created archives.
Creating and Restoring archives is quite easy! In the right side of the page You can see a "Create New Archive" panel comprising two text areas - Archive Name and Note. All You need is just to enter the Name you want for the archive (e.g. 'monthly_archive_june_2010') and you can also enter any Note regarding the archive you want to create (e.g. 'This is the monthly archive for month June of the year 2010...'). Afterwards, you have to click on 'Backup' button which will create an archive by the name (and note) You have entered!
Below the "Create New Archive" panel you can see the list of already created archives. To restore any archive you just need to click on 'Restore' image of the archive. WARNING! After restoring any archive you will LOSE all data of your CURRENT system and the system will acquire the data of the restored archive! So before Restoring any archive we strongly recommend to first Backup your current system data and then restore any archive you want (the same warning you will get when you click on 'Restore' image of an archive). Of course, if You are completely sure that your current system data are useless, you can always restore previously created archives without creating a backup of your current system data... Hence, this is an optional rather than a mandatory step.
Also it is possible to delete already created archives! All you need is just to click on 'Delete' image (the last column of the archive list) of the archive you want to delete.
That's all, Good Luck! And remember to be very careful when restoring an archive!
This section of the system allows to manage the list of products and catalogs
which are available in the storehouse.
In the left side of the page there is a list of all available products/catalogs represented
in a tree structure. The root element of the tree is your current Storehouse.
All other sub items of the tree are Catalogs/Products which are available in the Storehouse.
Below are descriptions of the Product Management properties:
Catalog: this element is the general type of all its sub items.
e.g. 'Drinks', is a catalog for Juice, Beer and other beverages.
Catalog can have another catalog as its sub item, e.g. 'Alcohol Drinks' can be a
sub-catalog of the 'Drinks' catalog mentioned above.
It is possible to add any type of item (catalog, product) as a sub-item for the catalog.
Tree items which correspond to the Catalog item have an orange catalog icon next to their names.
Empty Catalog: this is a catalog which contains no sub items yet.
Product: this element is the actual product in the storehouse, which can be checked in (buy product) or out (sell product). Products can not contain any sub element - they are the last level of the tree hierarchy.
Tree items which correspond to the Product item have a box icon next to their names.
To easily find any catalog/product in the tree, just type its name or code in the text field above the tree, and click on a 'loop' icon or just press 'Enter'. It is also possible to use a bar code scanner to search a needed
product by its code. You just need to set the cursor focus on the search field,
and read the product code by the bar code scanner. You will see that the bar code will be shown
in the search field, and also the product with that code will be highlighted on the tree.
The same search option is available in all sections where the product tree is available
Following actions are available for the Product tree: Add Item, Edit Item and Delete Item.
For each action, a respective button is available in the left side of the page - above the tree.
To initiate any action, You should first select any item of the tree.
After selecting the item, action buttons will change their status, e.g. when no item is selected,
all buttons are in disabled mode, after selecting an item, some of them will become enabled/disabled
based on the selected tree item(element).
In addition to the mentioned buttons, the same functionality is possible to implement by means of help
topics which are generated after any tree item selection. Help topics contain information
about actions which are possible to implement for a selected item. Before each action
definition, a corresponding link is available for its performance.
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