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Reports on F&B Manager

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A question from the lovely {@005D000000AKE7vIAH}​ 

 

Hi, I am new to this group and my company (Konditor and Cook) and I hoping someone can help me. I contacted Fourth help and they suggested posting here. I believe I have an inconsistency in some of the reports coming out of the system. 

 

I am trying to run reports to replace very manual time consuming processes. The first thing I am trying to look at is transfers. 

 

Currently the process is to go into each transfer in management figures within the F&B Manager section for each site and manually take them out of the system and type them into excel. However this is not efficient so I am trying to change the process. 

 

I have found the report within the Enterprise section which allows me to run all sites at the same time however there are problems with the data in the report. I have checked the raw data in F&B and this looks correct with the correct quantities being transferred. However when I run the report the name of the product is missing and the quantity is in the name section. This mean when I try to export and link in to automate the data is not correct.

 

Has anyone else come across this and have a fix or know how to contact a technical team who can fix if it is a bug. Alternatively know of another report that will let me pull out across all sites where stock is transferring to and from and the value.

 

Thanks,

 

Carolyne

 

Best,

Rozz

Fourth

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Omar Faruq

Hi @Carolyne Lee​ 

 

Thank you very much for your post – The Fourth Customer Community is a great place to discuss best practice and efficient processes. A report which will provide the information you are after is the 'Site Transfers Summary' report which is available at Enterprise level – Is this the report you are using?

 

If so, this report should not be returning the quantity in an incorrect column or have product names missing. As this is a technical issue, I would recommend to ‘Raise a Technical Case’ to our brilliant Technical Support team through your usual channels your company uses. Please include the name of the report you are running (an attached example with the parameters you used would be very helpful also) and our Support team will look into this for you.

 

Best,

Omar

Fourth

Anonymous User
Hi Could you please tell me how to raise a technical query no one within the company can tell me and I keep getting bumped around within fourth? Thanks Carolyne
Omar Faruq

Hi @Carolyne Lee​ 

 

Absolutely, we can arrange this for you. As you have mentioned that you are new to your company, we will also put you in touch with our Customer Success team who can support you with all things Fourth!

 

Our Community team will contact you directly. Please let us know if there are any other solution based queries we can assist with.

 

Best,

Omar

Fourth

Anonymous User

Hi Carolyne

Did you find a report that pulled out the transfers - we're also having to go through manually and put into an excel spreadsheet.

Thanks

Amanda

Omar Faruq

Hi @Amanda Marshall​ 

 

There is a report at Enterprise level which will provide the information you require. This is the 'Site Transfers Summary' report which can be located by following the below path:

 

FnB Enterprise > Reporting > Reports > Organisation tab > Site Transfers Summary

 

Please do let us know if you have any further questions about this

 

Thanks,

 

Omar

Fourth

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