You can see the inventory you have in your laydown yard or at a job site at any time by selecting the location you want to view and the Materials tab.

If you want an inventory report for one or more locations, you can create a Quantity Pivot.

First select the location you want to view in the organization tree. If you want to see just one job site, select it in the organization tree. If you want to view multiple job sites, select your Company.

 

 

On the Materials tab, under Reports, select Quantity Pivot.

 

If you selected your company in the organization tree, all locations will be included in the report by default. To filter the locations included in the report, move your mouse over the Location button and click on the funnel icon in the right corner. Check/uncheck job sites you wish to include. 

Customize the report to your needs. To view quantities on rent, drag the On Rent control to the Grand Total column. If you also wish to see equipment for rent (at the branch office/laydown yard), drag the For Rent control here, too.

You can also remove a field you don’t want to include (such as Location Type) by selecting it and dragging it to the top of the window next to the other, unused controls.

Next click the Print Preview button in the upper left of the window to view and format, save or email your report.

Posted in: Quantify  Tags: quantify, reports

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You can customize reports to display the way you’d like to view them. Because this is done on the Reports tab of Global Options, which affects all users, your employees will be able to produce consistent reports.

All reports in Quantify contain fairly consistent data and formatting, such as what is displayed in the header and footer. Other reports, such as invoices and shipments, contain items specific to them, such as a signature block for approval by your customer.

 

Color for Shipment Header Sometimes it’s handy to be able to identify the type of shipment (delivery, return, or transfer) in a stack of paperwork. To assist with this you can change the color on the shipment header by selecting the color in the dropdown list.

Logo to use on Reports

Your company brand is important so your logo can be displayed on most reports.  To include your logo, click on the Add button and select a .png file. This file is now stored in the database and is available to all users, whether working remotely or not.

Invoice

Invoice items are grouped in a two sections to make it easier to differentiate the costs: Rental and Non-Rental Items. The ‘label for additional charges’ and ‘label for rental items’ control the text heading in these sections and are highlighted below.

The 'remit to' and company name that appear on the invoice are also controllable and shown below. Note that the address under the company name comes from the billable address of the parent branch office.

All Reports

The options within ‘All reports’ cover the visibility and display of items at the end of the report and bottom of the page. First is the approval section; shipments, estimates, and invoices include a few lines for a signature. If the checkbox for showing the signature section is checked, then these lines will be shown as below.

The text for the footer isn't required and, if entered, will display in the report centered at the bottom. Additionally, if you would like to include the date and time that the report was print previewed, check the ‘Show date/time created’ checkbox. All three of these options are highlighted below.

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