Audit Report

The Audit Report gives you the opportunity to enter details of the stocktake, the pub, the paperwork, etc. and print them out for your client.

 

Typically, there will be a list of subjects you want to comment on. You can include headers for these subjects and then the associated words.

 

You have the choice of writing your report as a simple text document or as a Word document, where you can format text with different font/size/bold/underline etc., include tables, or even diagrams or charts.

 

To switch between the different styles, click on the Use Standard or Use Word button at the top of the form.

 

If the outlet is set up for Word, you'll see the form as shown above right. Click on Open and Microsoft Word will run up with the document showing. Make your changes and then save your file using the File menu and the Save option.

 

 

To print the reports, use the normal File menu and the Print option.

 

 

Alternatively you can just click the X at the top right, and you'll be prompted to save changes, or not.

 

 

If you want to start the report again, clearing out the previous text, then click on Reset and Open. You'll be prompted to confirm before your previous text is deleted.


 

If the outlet is set up for text, you'll see the form as shown on the right.

 

 

 

Make your changes and then click on the OK button to display the report with the option of printing. Or on the Cancel button to return to the Liquor window without displaying the report.

 

 

 

The Escape option to undo your changes applies to all the changes you have made whilst you have been on the screen this time.

 

 

 

 


Any text you include in either style of the report will be retained in the next audit (after a Create New Audit) so that you can alter it as appropriate.

 


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