5/29/2020: Jonathan has a design worked out.

3/18/2020: Page settings: keep them but allow to collapse. Comes from the invoice sales and profit search page.

Print all option: Print to pdf view= looks like screen shot. Have a section of the mj operations page on the top of each section. You can skip to different sections. Each section needs to have its own total.

See attachment screen shots. a)Customer reports= data (like on mj operations page) then visual. Customer types and Queue Reports. Each exports as its own excel. Split expiring customer or patients column into 30 and 60 days. Then take over column 4 that is currently 60 days and make it queue reports.Add visuals. Switch customer types to be on the left and Customer Queue Report on the right. 

b)Sales Report= data =from inventory quantity/weight report. Use columns: category, quantity, weight, weight sold, running weight, sales price, cost, gross profit, percent. (remove vendor and inventory columns). Then add visual of sales. Want to see grouped by category and weight: ***How many 1/8ths, how many 5pk pre rolls, how many 200 mg edibles?

c) PO Reports: need to figure out how to recreate like invoices. Add the mj operations piece for this. (This example is actually from invoices.) We want to show how many did we purchase? By category and weight.

See visuals by category and weight. Need to group all by category and weight. 

2/10/20: Rewrite to mj operations homepage. Start with phase 1- first report for one corp. Walk first, then run. Have Charles work a few hours to make it look good. Get a better drawing from Molly, drawing over the mj operations page and reworking it. Use fake data. Includes all 5 reports Molly's clients want.

Multiple corps would be phase two.

2/4/20: Reviewed project 1627, 1628, and 1629 with Molly and got a new vision of what her client wants. This is all too much. (referring to the three projects- they won't want another system- what is the purpose? They want one page, one dashboard that is divided into 5 sections. One section has the customer data (new, total) one section has queue data: total time (queue to exit), avg total time, POS- exit time. Both of these have their data points and a graph. Section 3: sales and profit report with category and weight. Also multi or single location, multi or single corp. Daily, weekly, monthly, quarterly, all. Section 4: Purchases/Production- just pulls from PO's- no sales info- only cost. Still category and weight. Section 5: Inventory on Hand= looks to po's and invoices to determine. 

Want to keep it simple- similar to mj operations homepage, but just needs a little more data.

Original idea:1/29/20: Client wants a customer report with total customers and new customers displayed like invoice homepage data. Ability to print and also cross corp multi locations. Steve thinks we can use the invoice template for this and pull customer data instead of invoice data.