POS User Manual

Reports

How do I print an A/R Report?

From the top menu click on “Reports” tab. This will open the report manager section.

In the Financials section, click on:

Gaap Aged Reports > Aged Receivables

This will produce a report of all customers, their balances and total A/R outstanding.

Note: This A/R report will also include any unapplied payments or credit memos.

How do I see my daily credit card deposits with my merchant processor?

From the left side menu under the Home Page in QuickFlora Admin Module:

Reports --> Custom Reports --> Credit Card Day End Report

From the left side menu in POS module.

Reports --> Credit Card Day End Report

Just enter the date range and you can run a reconciliation report that shows your daily credit card deposits.

How do I print out a wire in order report for order reconciliation?

From the left side menu under the Home Page:

Reports > Sales Reports > Wire In Order Reports

Just enter the date range and you can run a reconciliation report that shows all orders by wire service.

You can run a report by specific wire service by editing the wire service parameter option:

This will produce the following report:

Overview

If your require a specific report form that you do not see listed below, please fax us a sample copy of what you would like to see and we will have our programmers code it for you. Almost all reports can be exported to Excel for further modifications.

QuickFlora includes four types of reports:

Pre-Defined GAAP Financial Statements

There are many financial reports that are available in by clicking the "GAAP Financial Statements" link from the reports tab in the main application. Since there are so many different financial reports available (over 120 Different variations), we provide the financial statement selection screen in table format. Selecting the options that you want and clicking on the printer execute the financial report.

When a financial report is selected for execution, the system is running an ASPX Formatted Report Page against a pre-defined stored procedure to option the result. Both the ASPX Report Page and the stored procedure that drive the reports are completely customizable to meet your needs.

Pre-Defined IFRS Financial Statements

There are many financial reports that are available in by clicking the "IFRS Financial Statements" link from the reports tab in the main application. Since there are so many different financial reports available (over 120 Different variations), we provide the financial statement selection screen in table format. Selecting the options that you want and clicking on the printer execute the financial report.

Transaction Documents

Documents in the system refer to reports that usually print a single page of specific information, like an Order, and Invoice, a Purchase Order, etc. These are usually run by clicking a printer icon somewhere on a particular page. A document is typically implemented as a stand-alone ASPX program, that takes as input a document number, and outputs a formatted page for that document number. For example, to print an order, you would call the "DocOrder.aspx" page, pass it the order number, and it will display the order as a formatted aspx page that can then be printed, faxed, emailed, etc.

These are easily customizable, you can simple make a copy of the entire ASPX Page and change whatever you like very easily.

ASPX Report Engine

QuickFlora also includes a dynamic report generator that we call the ASPX Report Engine. This reports engine builds a report dynamically based upon a pre-defined stored procedure in the database back-end. This works as follows:

The user selects a report from the menu, and presses the "Get Criteria and Parameters" button.
If the report has parameters, the parameter table will be populated and the user can enter the information that the report needs to run.
The user can now select one of the three displaying options at the bottom of the window:

A.    Screen - This will display the report on the screen in a browse-able data grid that supports sorting on any of the fields and paging through large amounts of data.

B.     Printer - This will display the report in a format suitable for printing.

C.     Excel - This will export the contents of the report directly into excel and load excel so you can work with the results immediately. Once in Excel, you can emancipate the data, export it to various formats, make charts and graphs, and save it separately. You need to have Microsoft Office 2000 or greater for this function to properly work.

D.   You can also export the results to a text or xml file, and chart the results if they are numeric.

The QuickFlora system already includes over a hundred standard reports in ASPX Reports Engine format ready to run out of the box. Any programmer that can understand simple stored procedures can customize and / or build new stored procedure report formats for use with the reports engine.

Custom Report Design for Programmers

If you need to create a new report in the system, the simplest thing to do would be to find a report in the system that is already close to want you want (This should be an easy task since there are hundreds of reports in the system), make a copy of it, make the modifications that you want, and display the result using the ASPX Report Engine. New reports in the QuickFlora system are this easy.

GAAP Financial Statements

There are many financial reports that are available in by clicking the "GAAP Financial Statements" link from the reports tab in the main application. Since there are so many different financial reports available (over 100 Different variations), we provide the financial statement selection screen in table format. Selecting the options that you want and clicking on the printer execute the financial report.

IFRS Financial Statements

There are many financial reports that are available in by clicking the "IFRS Financial Statements" link from the reports tab in the main application. Since there are so many different financial reports available (over 100 Different variations), we provide the financial statement selection screen in table format. Selecting the options that you want and clicking on the printer execute the financial report.

ASPX Report Engine

The user selects a report from the menu, and presses the "Get Criteria and Parameters" button.
If the report has parameters, the parameter table will be populated and the user can enter the information that the report needs to run.
The user can now select one of the three displaying options at the bottom of the window:

A.    Screen - This will display the report on the screen in a browse-able data grid that supports sorting on any of the fields and paging through large amounts of data.
B.    Printer - This will display the report in a format suitable for printing.
C.    Excel - This will export the contents of the report directly into excel and load excel so you can work with the results immediately. Once in Excel, you can emancipate the data, export it to various formats, make charts and graphs, and save it separately. You need to have Microsoft Office 2000 or greater for this function to properly work.
D.    You can also export the results to a text or xml file, and chart the results if they are numeric.

The QuickFlora system already includes over a hundred standard reports in ASPX Reports Engine format ready to run out of the box. Anyone that can understand simple stored procedures can customize and / or build new stored procedure report formats for use with the reports engine.

Complete Reports List for QuickFlora

This list is current as of 10/01/2010.

GAAP Financial Statements

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Current Year Standard Balance Sheet
Current Year Standard Balance Sheet By Period
Current Year Standard Balance Sheet By Division
Current Year Standard Balance Sheet By Division By Period
Current Year Standard Balance Sheet By Company
Current Year Standard Balance Sheet By Company By Period

Current Year YTD Balance Sheet
Current Year YTD Balance Sheet By Period
Current Year YTD Balance Sheet By Division
Current Year YTD Balance Sheet By Division By Period
Current Year YTD Balance Sheet By Company
Current Year YTD Balance Sheet By Company By Period

Current Year Comparative Balance Sheet
Current Year Comparative Balance Sheet By Period
Current Year Comparative Balance Sheet By Division
Current Year Comparative Balance Sheet By Division By Period
Current Year Comparative Balance Sheet By Company
Current Year Comparative Balance Sheet By Company By Period

Prior Year Standard Balance Sheet
Prior Year Standard Balance Sheet By Period
Prior Year Standard Balance Sheet By Division
Prior Year Standard Balance Sheet By Division By Period
Prior Year Standard Balance Sheet By Company
Prior Year Standard Balance Sheet By Company By Period

Current Year Standard Income Statement
Current Year Standard Income Statement By Period
Current Year Standard Income Statement By Division
Current Year Standard Income Statement By Division By Period
Current Year Standard Income Statement By Company
Current Year Standard Income Statement By Company By Period

Current Year YTD Income Statement
Current Year YTD Income Statement By Period
Current Year YTD Income Statement By Division
Current Year YTD Income Statement By Division By Period
Current Year YTD Income Statement By Company
Current Year YTD Income Statement By Company By Period

Current Year Comparative Income Statement
Current Year Comparative Income Statement By Period
Current Year Comparative Income Statement By Division
Current Year Comparative Income Statement By Division By Period
Current Year Comparative Income Statement By Company
Current Year Comparative Income Statement By Company By Period

Prior Year Standard Income Statement
Prior Year Standard Income Statement By Period
Prior Year Standard Income Statement By Division
Prior Year Standard Income Statement By Division By Period
Prior Year Standard Income Statement By Company
Prior Year Standard Income Statement By Company By Period

Current Year Standard Direct Cash Flow
Current Year Standard Direct Cash Flow By Period
Current Year Standard Direct Cash Flow By Division
Current Year Standard Direct Cash Flow By Division By Period
Current Year Standard Direct Cash Flow By Company
Current Year Standard Direct Cash Flow By Company By Period

Current Year YTD Direct Cash Flow
Current Year YTD Direct Cash Flow By Period
Current Year YTD Direct Cash Flow By Division
Current Year YTD Direct Cash Flow By Division By Period
Current Year YTD Direct Cash Flow By Company
Current Year YTD Direct Cash Flow By Company By Period

Current Year Comparative Direct Cash Flow
Current Year Comparative Direct Cash Flow By Period
Current Year Comparative Direct Cash Flow By Division
Current Year Comparative Direct Cash Flow By Division By Period
Current Year Comparative Direct Cash Flow By Company
Current Year Comparative Direct Cash Flow By Company By Period

Prior Year Standard Direct Cash Flow
Prior Year Standard Direct Cash Flow By Period
Prior Year Standard Direct Cash Flow By Division
Prior Year Standard Direct Cash Flow By Division By Period
Prior Year Standard Direct Cash Flow By Company
Prior Year Standard Direct Cash Flow By Company By Period

Current Year Standard Trial Balance
Current Year Standard Trial Balance By Period
Current Year Standard Trial Balance By Division
Current Year Standard Trial Balance By Company

Current Year YTD Trial Balance
Current Year YTD Trial Balance By Period
Current Year YTD Trial Balance By Division
Current Year YTD Trial Balance By Company

Current Year Comparative Trial Balance
Current Year Comparative Trial Balance By Period
Current Year Comparative Trial Balance By Division
Current Year Comparative Trial Balance By Company

Prior Year Standard Trial Balance
Prior Year Standard Trial Balance By Period
Prior Year Standard Trial Balance By Division
Prior Year Standard Trial Balance By Company