Reports menu with Report List forms

The Menu at the top of the screen:

• Reports block:
  • was added next to the “Dictionaries” block:
    • after clicking on the block -> the Reports List is opened;
• Reports List contains the next Reports:
  • Item Sold History:
    • Basic rules:
      • all data is grouped by Store;
      • in the Datagrid are displayed Sold Items in specific period;
    • Filters panel:
      • Refresh button -> panel is refreshed; 
      • “X” button -> no one filter isn’t selected;
      • Date picker:
        • is required;
        • is enabled the ability to add From / To date ranges;
        • by default is selected the current month;
      • UPC textbox:
        • can be filled only by numbers;
      • Name dropdown:
        • contains Item List from the system
      • Description textbox:
        • can be filled item description;
      • Customer dropdown:
        • contains Customer List from the system;
      • Store dropdown:
        • contains Store List from the system;
      • “Search” button:
        • was added at the bottom of the panel
        • after clicking on the button -> the Datagrid is filtered based on the filled info on the panel;
    • Datagrid with the columns:
      • checkboxes;
      • UPC -> item SKU number is displayed;
      • Item Name;
      • MPN;
      • Item Description -> item default description is displayed;
      • Sold Qty:
        • Sold Qty = sum (qty from SOs);
        • where SO is not draft/not started or void/delete;
      • Return Qty:
        • Return Qty = sum (qty from SOs);
      • Item Price -> from item edit form;
      • Total Sales:
        • Total Sales = Item Price * Sold Qty;
      • Discount -> Item Discount from the Order;
      • Amount:
        • Amount = Total Sales – Discount;
      • Customer:
        • is displayed list of customers throw comma for whom item has been sold;
      • Store -> the store where the item has been sold is displayed;
    • “Export Excel” button:
      • was added before Datagrid;
      • after clicking on the button -> is downloaded Excel;
      • if some items are checked in Datagrid:
        • in the excel are displayed only checked items;
      • if no one item has been checked in Datagrid:
        • in the excel are displayed all items from Datagrid;
      • the file contains next columns:
        • UPC;
        • Item Name;
        • MPN;
        • Item Description;
        • Sold Qty;
        • Return Qty;
        • Item Price;
        • Total Sales;
        • Discount;
        • Amount;
        • Customer;
        • Store;
  • Gift Certificates History:
    • Basic rules:
      • are displayed gift cards in a specific period;
    • Filters panel:
      • Refresh button -> panel is refreshed; 
      • “X” button -> no one filter isn’t selected;
      • “Date Created” date picker:
        • is required;
        • gift creation date;
        • is enabled the ability to add From / To date ranges;
      • Gift Card # textbox;
      • Search button:
        • was added at the bottom of the panel;
        • after clicking on the button -> the Datagrid is filtered based on the filled info on the panel;
      • Datagrid with the columns:
        • checkboxes;
        • Gift Card #;
        • Date;
        • Amount;
        • Open Balance;
        • Can be used only at:
          • is displayed enabled Store for this Gift Card;
      • “Export Excel” button:
        • was added before Datagrid;
        • after clicking on the button -> is downloaded Excel;
        • if some items are checked in Datagrid:
          • in the excel are displayed only checked items;
        • if no one item has been checked in Datagrid:
          • in the excel are displayed all items from Datagrid;
        • the file contains next columns:
          • Gift Card #;
          • Date Created;
          • Amount;
          • Open Balance;
          • Can be used only at;
  • Sales Transaction:
    • Basic rules:
      • contains the list of Sale orders which are not draft/ not started or not voided/deleted;
      • are displayed orders in a specific period;
    • Filters panel:
      • Refresh button -> panel is refreshed; 
      • “X” button -> no one filter isn’t selected;
      • “Order date” date picker:
        • is required;
        • is enabled the ability to add From / To date ranges;
      • Item Name dropdown:
        • contains Item List from the system;
      • Order Number textbox;
      • Customer dropdown:
        • contains a Customer List from the system;
      • Store dropdown:
        • contains Store List from the system;
      • Payment Type dropdown:
        • is displayed the List of Payment Types from the System;
        • after payment type was selected -> is displayed field for data filling;
      • User dropdown;
      • Search button:
        • was added at the bottom of the panel;
        • after clicking on the button -> the Datagrid is filtered based on the filled info on the panel;
      • Datagrid with the columns:
        • Checkboxes;
        • Customer -> Customer Name;
        • Order Date;
        • Order #;
        • Item Name;
        • Total Sales:
          • displays the total of SO;
        • Total Return;
        • Discount -> Order Discount;
        • Total Tax: 
          • displays total of tax;
        • Amount:
          • Total Sales + Total Tax;
        • Payments:
          • displays total of Payment;
        • Payment Type;
        • Cash;
        • Credit Card #;
        • Checks#;
        • Gift Card #;
        • Open Balance:
          • Amount – Payments;
        • Account;
        • Register;
        • Store;
      • “Export Excel” button:
        • was added before Datagrid;
        • after clicking on the button -> is downloaded Excel;
        • if some items are checked in Datagrid:
          • in the excel are displayed only checked items;
        • if no one item has been checked in Datagrid:
          • in the excel are displayed all items from Datagrid;
        • the file contains next columns:
          • Customer;
          • Order Date;
          • Order #;
          • Total Sales;
          • Total Return;
          • Discount;
          • Total Tax; 
          • Amount;
          • Payments;
          • Payment Type;
          • Cash;
          • Credit card#;
          • Checks#;
          • Gift Card#;
          • Open Balance;
          • Account;
          • Register;
          • Store;
  • Customer Transaction by item detail:
    • Basic rules:
      • contains the list of Sale orders which are not draft/ not started or not voided/deleted;
      • by default Datagrid is empty -> once the user enters dates or another filter in the filter panel -> are displayed orders in a specific period;
      • all data is grouped by Customer;
    • Filters panel:
      • Refresh button -> panel is refreshed; 
      • “X” button -> no one filter isn’t selected;
      • “Transaction Date” date picker:
        • is required;
        • is filtered by transaction date;
        • is enabled the ability to add From / To date ranges;
        • by default is selected current month;
      • Item Name dropdown:
        • contains Item List from the system;
      • Register dropdown:
        • contains User List from the system
      • Order # textbox:
      • Customer dropdown:
        • contains Customer List from the system;
      • Store dropdown:
        • contains Stores List from the system;
      • Search button:
        • was added at the bottom of the panel;
        • after clicking on the button -> the Datagrid is filtered based on the filled info on the panel;
      • Datagrid with the columns:
        • Checkboxes
        • Customer -> Customer Name;
        • Date of Order creation;
        • Order #;
        • Register;
        • Item Name;
        • Item Description;
        • Sold Qty;
        • Return Qty;
        • Item Price;
        • Total Sales -> displays the total of SO;
        • Discount;
        • Total Tax -> displays the total of taxes;
        • Amount:
          • Total Sales + Total Tax;
        • Store;
      • “Export Excel” button:
        • was added before Datagrid;
        • after clicking on the button -> is downloaded Excel;
        • if some items are checked in Datagrid:
          • in the excel are displayed only checked items;
        • if no one item has been checked in Datagrid:
          • in the excel are displayed all items from Datagrid;
        • the file contains next columns:
          • Customer;
          • Date of Order creation;
          • Order #;
          • Register;
          • Item Name;
          • Item Description;
          • Sold Qty;
          • Return Qty;
          • Item Price;
          • Total Sales;
          • Discount;
          • Total Tax;
          • Amount;
          • Store;
  • Sales Transaction by Payment type:
    • Basic rules:
      • Data is filtered by payment type transactions based on the corresponding stores;
      • are displayed transactions in a specific period;
      • all data is grouped by Store;
    • Filters panel:
      • Refresh button -> panel is refreshed; 
      • “X” button -> no one filter isn’t selected;
      • “Date” date picker:
        • is required;
        • is filtered by Transaction Date;
        • is enabled the ability to add From / To date ranges;
      • Store dropdown:
        • contains Stores List from the system;
      • Payment Method dropdown:
        • is displayed the List of Payment Types from the System;
      • Search button:
        • was added at the bottom of the panel;
        • after clicking on the button -> the Datagrid is filtered based on the filled info on the panel;
      • Datagrid with the columns:
        • Checkboxes;
        • Store;
        • Payments Methods;
        • Total Payment:
          • Total Payment = sum (payment for current dates / store/Payment type);
          • Amount is clickable;
          • after clicking on it -> is opened Sales Transaction  Report for the corresponding Store, Payment Methods and Date Range;
        • Payment Entry Count: 
          • Payment Entry Count = count (corresponding payment type transactions);
      • “Export Excel” button:
        • was added before Datagrid;
        • after clicking on the button -> is downloaded Excel;
        • if some items are checked in Datagrid:
          • in the excel are displayed only checked items;
        • if no one item has been checked in Datagrid:
          • in the excel are displayed all items from Datagrid;
        • the file contains next columns:
          • Store;
          • Payments Methods;
          • Total Payment;
          • Payment Entry Count;
  • Tax:
    • Basic rules:
      • is displayed data in a specific period;
      • all data is grouped by Store;
    • Filters panel:
      • Refresh button -> panel is refreshed; 
      • “X” button -> no one filter isn’t selected;
      • “Order date” date picker:
        • is required;
        • is enabled the ability to add From / To date ranges;
      • Store dropdown:
        • contains Store List from the system
      • Search button:
        • was added at the bottom of the panel;
        • after clicking on the button -> the Datagrid is filtered based on the filled info on the panel;
    • Datagrid with the columns:
      • checkboxes;
      • Store;
      • Item Sales Amount;
      • Returns Amount;
      • Net Sales Amount:
        • Item Sales Amount – Returns Amount;
      • Taxable Sales Amount;
      • Non Taxable Sales Amount;
      • Tax Amount;
    • “Export Excel” button:
      • was added before Datagrid;
      • after clicking on the button -> is downloaded Excel;
      • if some items are checked in Datagrid:
        • in the excel are displayed only checked items;
      • if no one item has been checked in Datagrid:
        • in the excel are displayed all items from Datagrid;
      • the file contains next columns:
        • Store;
        • Item Sales Amount;
        • Returns Amount;
        • Net Sales Amount;
        • Taxable Sales Amount;
        • Non Taxable Sales Amount;
        • Tax Amount;
  • Sold By Vendor:
    • Basic rules:
      • is displayed data in a specific period;
      • Items are grouped by vendor
        • in the Datagrid is displayed item which was sold in Sale orders and bought from a specific vendor;
    • Filters panel:
      • Refresh button -> panel is refreshed; 
      • “X” button -> no one filter isn’t selected;
      • “Date” date picker:
        • is required;
        • is filtered by Order Date;
        • is enabled the ability to add From / To date ranges;
      • Item Name dropdown:
        • contains Item List from the system;
      • Item Description textbox:
      • Vendor dropdown:
        • contains Vendor List from the system;
      • Category dropdown;
    • Datagrid with the columns:
      • checkboxes;
      • Item Name;
      • MPN;
      • Item Description;
      • Sold Item Qty:
        • Sold Item Qty = sum sold qty in SO`s from current vendor;
      • Return Qty;
      • Item Price:
        • Item Price = avg price in SO`s for items that were bought from the current vendor;
      • Total Sales:
        • Sold Item Qty * Item Price;
      • Discount;
      • Amount:
        • Total Sales – Discount;
      • Vendor -> Vendor Name;
      • “Export Excel” button:
        • was added before Datagrid;
        • after clicking on the button -> is downloaded Excel;
        • if some items are checked in Datagrid:
          • in the excel are displayed only checked items;
        • if no one item has been checked in Datagrid:
          • in the excel are displayed all items from Datagrid;
        • file with the next columns:
          • Item Name;
          • MPN;
          • Item Description;
          • Sold Item Qty;
          • Item Price;
          • Total Sales;
          • Discount;
          • Amount;
          • Vendor;
  • For the each of Reports:
    • was added column selector;
    • are displayed total values at the bottom of the list form.