The complaints report gives you a combined overview of the complaints registered on your products in a selected period. Each complaint relates to a product, the supplier the product comes from, the original sales transaction and a reason for why the item was complained about. The report gathers this information, so you can quickly see which products and suppliers most often give rise to complaints, and what they cost in cost price.
You can open the complaints report in two places:
From the Products page: In Financial, go to Product and then Products. Click the printer icon in the top right corner, and select the report Complaints.
From the top print menu: You can also open the report via the top print menu in the main bar at the top of Sapera.
If you cannot see the menu item or the printer icon, you probably lack permissions — contact support.
Once you have selected the report Complaints, a window opens where you fill in the criteria the report should follow. The fields are described below. Once you have filled in the desired criteria, you click the print format you want to print in.
All fields are optional. If you leave them empty, the report includes all complaints in the period across the stores you have access to.
From date / To date: Here you specify the date range the complaints report should cover. The date is the date the complaint was registered.
Supplier number: If you enter a supplier number, only complaints for the specified supplier are shown.
Product number: If you enter a product number, only complaints for the specified product are shown.
Org. unit: Here you can limit the report to one or more specific stores (organizational units). If you select none, all the stores you have access to are included.
The report is grouped per supplier and product and shows, among other things, the following information for each complaint:
Supplier: Name of the supplier the product comes from.
Product: Name and product number of the item that was complained about.
Customer and Sale no.: Reference to the original transaction the complaint originates from (for example a register sale).
Org. unit: The store where the complaint is registered.
Date: The date of the registration of the complaint.
Employee: The employee who registered the complaint.
Quantity: The complained quantity. The report also shows a total quantity per product per supplier.
Cost price and Cost amount: The cost price per unit and the total cost amount (cost price times quantity), so you can see the value of the complaint.
Reason: The reason given for the complaint.
Total: A combined sum at the bottom.
You can choose between several print formats when you click print. In addition to the ordinary print format (PDF/print), there is also an Excel format if you want to work further with the figures in a spreadsheet.
The complaints on the report are the product complaints that are registered in the system on an ongoing basis. A complaint is created on the basis of a transaction (for example a return from a register sale) and is linked to the relevant product, the product's supplier and a reason. The report fetches these registered complaints and gathers them per product and supplier in the selected period and for the stores you have access to.
Want to know more?
Read more in these related articles:
Products
Combined overview of all products in the system with the ability to create, edit and manage items, prices, stock data and bulk operations.
Suppliers
How to use the supplier catalog and supplier card in Sapera: list view with filters and actions, create and edit suppliers, all tabs on the card (Entries, Purchase orders, Receipts, Purchase invoices, Stock archive, Notes, Attachments, Discounts, Sent emails, Actor info) as well as Supplier setup and SEO setup.
