Line-level units · company settings · each line can be grouped
Hierarchy: line rules (item code / amount / description) → then product signals → invoice type. Zero-amount lines never count as units.
Run report to see totals.
Each row is a single invoice line (not the whole invoice). Select rows → assign group. Pick one company (not All).
| Invoice | Contact | Item / description | Line group | Qty | Ex GST | Inc GST |
|---|
Open deposit = package deposit not yet matched to an allocation. UNKNOWN packages are excluded from totals.
| Company | Invoice | Contact | Date | Package item | Units | Value |
|---|
Build rules with AND conditions (item code, description, line amount, qty, invoice #, contact). Example: item code contains fridge AND amount > 0 → Smart fridge. Click Edit on a saved rule to change it or add more conditions. Saving a rule reloads the report automatically for the selected company.
Drag sections to set PDF order. Toggle on/off, edit titles (e.g. Machine sales — by item). Company selector: All companies = global layout (consolidated PDF); pick one company for that company’s PDF layout (falls back to global if empty).
Top → bottom = order in the PDF. Pipeline prints once at the top; summary & by-item repeat per company.
Click a category to add its by item section to the report.
Creates a report group for this company (e.g. Spare parts, Training). Then add line rules that assign items into it.
All conditions must match (AND). Priority: lower number wins first. Use Edit on a saved rule to add more conditions.