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HikVision
HikVision Reference
Overview# The HikVision module is for resellers of HikVision products. It brings the HikVision product range into BOS Enterprise and reports on HikVision sales and stock.
Only items in HikVision categories are included. These categories are created when products are imported. Products and serial numbers are imported from HikVision (see HikVision Imports ). Sales figures come from the ledger: the credits less the debits on the sales accounts in the setting Accounting > Sales Accounts ID's , by period date. If that setting is blank, the sales reports are empty. Select the view on Menu (button). The module opens on the Dashboard. Navigation Example Main Menu > HikVision
Settings# User Settings# Navigation Example Main Menu > Setup > Settings > Users (tab) > Double-click a Username
Note The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
Setting Description Default General > HikVision Module – Access Allowed Checkbox. If checked, you can open the HikVision module. Otherwise the message "Access denied." appears. Unchecked
HikVision Settings# Navigation Example Main Menu > HikVision > Menu (button) > Settings
Setting Description Default HikVision Supplier Select the supplier for HikVision products. Imported items get this supplier, and Purchase Orders created from an invoice are for this supplier. Not set HikVision Currency Select the currency of the HikVision prices on imported items. Not set HikVision Email Enter the email address for Email (button). Blank Transaction Type – Purchase Orders Select the Transaction Type for Purchase Orders created from an invoice. Not set Transaction Type – Goods Received Select the Transaction Type for Goods Received created from an invoice. Not set Online Library (IP Address) Enter the IP address of the HikVision master database that products are imported from. Blank
Other Settings Used# Info The sales reports and the Dashboard use the general setting Accounting > Sales Accounts ID's (e.g. = 2, in (1,2,3)) . The Inventory Report's average monthly demand and normal stock use the Items & Inventory settings Over/Under Stock – Option 1 (months for the average, and months of stock to hold) and Option 2 (days), as for the Over/Under report. Open Item Dashboard needs the user setting Items & Inventory > Item Summary – Access Allowed .HikVision Screen# Button Description Menu Opens a menu with these options:Dashboard: The sales and stock overview.Sales Report: HikVision sales by transaction, or by product and region, customer category or customer.Inventory Report: HikVision stock by age, with Over/Under status.Inventory to Sales Ratio Report: Month-end stock against the sales of the last six months.Import Products and Import Serial Numbers: See HikVision Imports .Settings: Opens the HikVision settings.Column Auto Width: Fits the columns to the grid.Save: Saves your grid layout.Save (All Users): Saves the grid layout for all users.Restore Default (All Users): Restores the default grids after you restart BOS Enterprise ("The default grid will be restored after you restart BOS Enterprise. Restart now?"). View Refreshes the view. Email Emails the view to the HikVision email address as an Excel file, with a preview first. On Import Products, it emails the list of products that were not found.
Dashboard# Info Select Quarters , Months or Days in Period . The arrows move one year (Quarters and Months) or one month (Days). Each chart compares this year with last year. Dashboard Tiles Explained# Tile Description Stock on Hand The value of the HikVision stock in stock (quantity x unit price). Click to open the Inventory Report. Sales This Month / Last Month / This Year / Last Year HikVision sales for the period. Click to open the Sales Report for that period. Receivables The total owed by customers (Customer Age Analysis ). Click to open the Customer Age Analysis.
Dashboard Charts Explained# Chart Description Total Sales Sales by quarter, month or day. Sales by Rep Each rep's actual sales against their target from the active Sales by Rep budget. Sales by Product Category Sales per HikVision category. Sales by Customer Category Sales per customer category. Sales by Region Sales per region. Menu (...) Right-click a chart for these options:Full Screen / Exit Full Screen: Shows only that chart, or all of them again.Drilldown: Opens the Sales Report for the dashboard's year (or month), grouped like the chart.Print Chart: Prints the chart.
Sales Report# Sales Report Filters Explained# Filter Description Date Select a date option or enter the dates. The report opens on This year. View The options are:Transactions Products by Region Products by Customer Category Products by Customer Product / Customer / Rep Transactions view only. Select All or one. Group Transactions view only. Groups the pivot and charts. The options are:None (months against years) Product Category Customer Category Region Rep Chart Shows or hides the charts.
Transactions Fields Explained# Info The Data Grid tab lists the HikVision sales lines. The Pivot Grid tab compares the period with the same period last year. Credit notes and other debits show as negative quantities and totals. Right-click the pivot to Export Pivot Grid to Excel. Field Description Field Chooser (*) Add or remove columns. Date / Trans / No. The transaction date, Transaction Type and number. Cus Category / Region / Customer / Rep The customer details and the rep. Category / Sub-category / Reference The item's category, subcategory and reference. Qty / Total The quantity and line total. Year / Month / Code / Entity / Unit Price Hidden columns. Menu (...) Right-click a line for these options:Open Transaction: Opens the transaction.Open linked Item: Opens the item.Open Item Dashboard: Opens the Item Summary.Column Auto Width / Collapse / Expand: Grid options.
Products by Views# Products by Region and Products by Customer Category list the HikVision categories, with a column per region or customer category.Products by Customer lists the customers, with a column per HikVision category.A value is red when it is below last year's and green when it is above. Total is the row total. With Chart on, the chart compares the selected row with last year. Inventory Report# Info Receipts are placed in age columns by date (90 days, 180 days, over 180 days). Issues come off the oldest stock first. Amounts are the quantity multiplied by the item's unit price. Ratio is the stock held in months of demand. The status is Under below 2.5 months, Over above 4 months, otherwise Normal .Inventory Report Tiles Explained# Tile Description 180+days / 180 days / 90 days / Total The value of the stock in each age column, and in total. Items Under / Items Normal / Items Over The number of items with each status.
Inventory Report Fields Explained# Field Description Category / Sub-category / Reference The item. Unit Price The item's unit price. 90 / 180 / 180+ Qty and value The quantity and value in each age column (the value columns show your home currency). Total Qty / Total The quantity and value in stock. Reserved / On Order / Available The reserved, ordered and available quantities. ETA The earliest due date of the open orders. Ave/Mon The average monthly demand. Ratio Total Qty divided by Ave/Mon. Status Normal, Over or Under. ID / Code / Location / Description / Normal / O/U Hidden columns. Normal is the suggested stock and O/U is Available less Normal.
Inventory to Sales Ratio Report# Info Select the year; the arrows move one year. One row per month, up to the current month. Field Description Month The month. Stock The value of the HikVision stock at the end of the month. -5 Months to -1 Month / Current The sales in each of the last six months. Ave/Month The average of those six months. Ratio Stock divided by Ave/Month.
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