Inventory Reports

Navigation: From the Main Menu press the Inventory Reports button.

Barcode Report

This report will generate your inventory with the barcodes you have associated with them. If an item does not have a barcode, the catalog number will become the barcode.

Bin Count Sheet

This report includes the catalog numbers of your items, the bin they are associated with and their description as well as an area for you to write in the actual count. There is a page for each bin number, and if an item is associated with multiple bin number, it will appear on the report multiple times. Unlike the Physical Inventory report, the current quantity does not appear on the report, to encourage accuracy.

Bin Report

This report includes information about your inventory items and which bins they are currently associated with.

Excess Inventory Report

This report only includes stockable items with more in stock than the Reorder Quantity recommends. It gives you the total value of this excess inventory.

Inventory Movement Report

This report is to give you an idea of how well items are selling in relationship to their quantity on hand.

Inventory Package Report

This report simply lists all the setup information of all your inventory packages. There are no parameters for this report.

Inventory Sales Report

This report displays what was sold, how many, total sales, total profit and total purchases. This information is displayed in Month to Date and Period to Date format, where you can specify any period. It then compares this with the current quantity and value on hand, and shows your current reorder level. This is perhaps the best report for deciding how to adjust your reorder levels. It is recommended that this report be run at the end of the month just before closing the month, to keep a record of how well each item is selling.

Inventory Sales Report with YTD

This report is similar to the Sales Report above, but instead of showing the current value, it includes year to date totals.

Inventory Sales Transactions

This report is also similar to to the Sales Report, but rather than giving you one line per item, each sale, sale return, purchase and transfer is listed.

Inventory Value Report

This report will display the Total Cost and FET as well as the unit count of your inventory.

Model Inventory Report

Reports what the inventory value would be if your inventory on hand exactly matched your Reorder Levels.

Outside Parts Waiting

This report lists all of the outside parts on your open workorders. You can sort this report by Workorder # or by Vendor name.

Price List – Customizable

This report lists the various prices and FET, and if the Show Cost? checkbox is checked, it also shows the Average Cost and Total Cost. At the bottom of the window, there is a Customize button, which will let you choose exactly which columns you want to print on the report. You can choose among any of the price levels (including the special computed prices), any of the costs, FET, your quantity on hand and your quantity available.

Reorder Report

This report only lists those items whose quantity on hand is less than the reorder quantity. It then suggests how many to order based on the reorder quantity, your quantity available, and the quantity on other purchase orders.

After generating the report, there is a button at the top that allows you to create a Purchase Order containing the items in the report. If you press this Create Purchase Order button, you will be asked for the Vendor, and other information pertaining to the P/O before it is created. The P/O can then be printed, faxed, or emailed to your supplier.

Special Price List

This report lets you choose among any of the 12 regular or unlimited custom price levels. You can even customize the title. There are two main purposes of this report:

• Print a custom price list to give your customers.
• Look at profit margin or markup of your various price levels.
  

Transaction Report

This report lists all the detailed history of your inventory for any time period. You can choose to view any combination of sales, purchase orders, transfers, or even claims, along with the transaction number and the customer or vendor involved.

Transactions by Vendor Report

This report lists the detailed history of purchase orders, adjustments and transfers, listed by vendor, for any time period, with totals per vendor..

Variance Report

This report is made to be used in conjunction with doing a Physical Inventory Count, so you can compare your counted inventory with the inventory in the system, before you finalize your session and update your inventory.