Schedule group option

  • 1
  • Idea
  • Updated 4 years ago
  • Not Planned

Would it be possible to have a 'schedule' group option as well as an 'item' group option?  We have our stock items set up in different schedules and if we want to report on them as a total we have to add the individual items to an item group but this is only current until new stock items are added.  If a 'schedule' group was in place, which extracted the current data in each schedule to report, then this would be more accurate.  At the moment we export ALL billings into excel and manipulate the data from there to filter out the stock items.  Any thoughts? ....  

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Diane

  • 20 Posts
  • 3 Reply Likes

Posted 4 years ago

  • 1
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Timothy, Business Care Manager

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Hi Diane 

We are working on adding item code groups in addition to the existing item schedules to many of the current reports in Front Desk. While you can create item code groups in Front Desk currently, the filter does not appear on many reports yet.

At this stage, when the filters are added to more reports, it will still require you to manually update your item code groups to include any new item codes you're adding into Front Desk. For example, you will need to edit the item group as you can see on the screenshot below and select the item code you want to add.



Item schedule filters will be present so that you can see which items from a schedule are yet to be added to the item group. The buttons in the centre of this menu will allow you to add individual items or all items from one schedule to the group.