Important Note
If you need a year end inventory count and valuation for reporting purposes, you can setup this feature to automatically email you your warehouse report at the end of the year. This is important because KORONA does not keep a report of your warehouse data for past dates otherwise.
The automatic report dispatch is under your Settings tab. If you cannot find it there, you will need to edit your menu entries.
Once the page launches, click +New. From the “Choose Report” window, your options are Management Report, Tax Consultant Report, Hierarchical Commodity Group Report, Organization Report, Movement Report or Warehouse Report. Once you have the desired report selected, hit OK.
The selected Report text box will appear, and under the Dispatch tab, you may choose the Intervals and Time of Day. The Next Execution date and time will change based on your selection.
Across from that are the users associated with your Organizational Unit. Choose the users you’d like to dispatch the report to by highlighting their names and clicking the appropriate arrow.
*Note: For the Tax Consultant Report, you can specify an email address to send to. They do not need to be created as a user first.
Under the Parameter tab, you may select an Org Unit and Date for a Management Report.
For the Warehouse Report, select a Warehouse, Supplier, and commodity group instead. If you leave the selection for Warehouse empty, it will send a report with <all> warehouse stocks (combined total stock count for all warehouses).
The Tax Consultant Report gives you options for which reports to send: Cash Journals, Posting Journal, Tax report, and DATEV information.
Once you have made all the desired selections, click Save.
