Blog

In this section you can find general product news and tips and tricks to help you get the most out of your Datafile system.

Did You Know? – Auto Period End Reporting

As you run the Period End for the Sales and Purchase Ledgers you often print a series of reports and a ‘Automatic Period End Reports’ option is available that allows you to run a selection of the system reports as one procedure. Many users elect not to print these...

Create Order Line in Document Processing

This new features allows the addition of orders details whilst processing documents for last minute additions to orders.. Within the document, after confirming all the existing details the operator is prompted ‘All Order Details Completed’ at this point, if needed,...

Did you Know? – Faster Document Processing

When processing a document manually the system displays ten entries from the order(s) at a time and asks to confirm each action quantity in turn. With a large number of details this can take some time.  This new option displays the document details as a single list...

Did You Know? – General Database Picklists

Earlier releases have introduced definable Pick Lists into the ledger applications. In our latest 6.9 release, we’ve extended this facility to any Datafile Database table. The Pick Lists allow you to review a set of records, allowing enquiry options plus...

Did You Know? – Bin Location Tracking

Within Batch Tracking you can specify Bin Locations for Stock items. A Bin Code can be defined to reflect the warehouse layout e.g. with Aisles, Shelves and Bins so a code set up as A1-S01-B02 could reflect Aisle 1, Shelf 1 Bin 2. Stock Transfers can then be made...

Did You Know? – Date Options within Report Filters (Selection Criteria)

When using selection criteria within Reports and Picklists, often a Date value is used. Rather than amend dates each time when running (e.g. Today’s date) then the following values can be set prefixed with $: T – Today’s Date M – Start of Current Month Date H – End of...

Accessory Showcase – Excel Dashboards

The Datafile RTD (Real Time Data) in conjunction with Microsoft Excel can give powerful insights into your Datafile data. A single Excel workbook can collate together all of the reports a business needs and give powerful visualisations of Key Performance Indicators -...

Did you Know? – Automatic Sign Off When Inactive

Where operators leave their pc unattended the option is available to activate a ‘pause’ screen after a set period of inactivity – when invoked this requires the entry of a password to re-activate. This additional option allows automatic sign-off and shutdown of...

Did You Know? – Business Alerts

This allows the system to create/send emails to nominated user(s) when a system event occurs, or a record is added / amended / deleted. The Alerts option also allows for the addition of a note against an application where events needs to be discreetly logged without...

Did You Know ? – Picklists

Picklists are on screen reports where you can chose which data items are displayed, how they are sorted and whether the list needs to be filtered. Options can also be set to drill down on a record or edit the details. These are available throughout the Datafile system...