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Vendor Reports |
  
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Vendor Reports |
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These reports focus on Vendor Inventory. If an inventory item can be purchased from more than one vendor and the stock is not linked to a specific purchase order, then some reports can report on the Primary vendor of the item.
LISTED REPORTS
Vendor Inventory Sales History - Vendor Sales Report By Department
Prints Vendor Inventory Sales grouped by Department/Category within a date range.
Vendor Inventory Sales Summary - Vendor Sales Summary Report
Prints Vendor Inventory Sales Summary grouped by vendor within a date range.
Vendor Stock Valuation Report - Vendor Stock Valuation Report
Prints current Vendor stock counts grouped by vendor
RELATED REPORTS
AP Aging Report:
Accounting: Accounts Payable: AP Reports: AP Aging Report
Lists all vendors with open invoices and totals amounts due in groups of Current, Over 30 days, Over 60 days, and Over 90 days with grand totals for each period.
AP Batch Report: Link
Accounting: Accounts Payable: AP History: Print Batch List: :
A listing of all payments to vendors processed in a given batch. Lists the vendor invoice(s), amounts due, discounts taken and amounts paid with subtotals per vendor and grand for the batch.
Current AP Report: Link
Report Center: AP Reports: AP Pending Report: : Options
Accounting: Accounts Payable: AP Report: AP Pending Report: : Options
A summary of current accounts payable can be sorted by vendor or by week due. If sorted by vendor the report gives the vendor name, vendor invoice number, invoice date, amount due, and date payment is due. The list is subtotaled by vendor with a grand total at the end. If sorted by week, all vendors with payments due during the week are subtotaled. Report options allows for including items posted for payment or not posted or both.
Freight Summary Report: Link
Inventory: Purchase Order History: Reports: Freight Summary:
For a selected date range, this report lists all purchase orders received from each vendor. The freight value is totaled per vendor and grand totaled for the date range. The report includes vendor name, vendor invoice date, vendor invoice number and PO Number.
Items Not Sold Since…: Link
Accounting: Reports: Stock Reports: Items Not Sold Since: :Options Query
A stock count report of inventory which would be considered old because it has not been sold since a designated date. This report shows SKU, description, current stock count, number held for customer orders, number available for sale, and the last date the product was sold. The report can be sorted by SKU or description.
Items On Order Link
Inventory: Orders In Process: By Item: Print: Query
Inventory ordered from vendors but not yet received is listed with SKU, description, quantity and cost. The date placed, and the date expected and the purchase order number are also part of the report.
Items On Order VS Stock Count:
Report Center: Inventory Reports: Orders Vs Stock: Run Report [F7] Options
Inventory: Inventory Reports: Orders Vs. Stock: : :Options
Compares current stock counts and purchase orders in transit with customer orders, layaways, and service orders pending. Shows SKU, description, number in stock, number needed, number ordered, and number still needing to be ordered to fulfill customer orders. Choosing to print detail will show customer name, order number, quantity, and date needed.
Items Purchased Report: Link
Report Center: PO History Reports: Purchase Orders By Date: Run Report [F7] Query
Inventory: Purchase Order History: Reports: Items Purchased By Date: : Query
Lists inventory by SKU and description with detail about purchase order history showing date received, PO number, vendor name and the quantity, cost and extended total. The quantity and value of all purchase orders in the date range are totaled and the cost averaged.
Items Returnable To Vendor: Link
Accounting: Reports: Stock Reports: Items Returnable To Vendor: :
Lists inventory which has been purchased from a vendor with an agreement that unsold product can be returned within a specified number of days. The report lists below the vendor name and number of "returnable days" the items which can be returned showing vendor SKU, your SKU, description, the original purchase order number, vendor invoice date and date arrived, quantity, cost and extended total cost. The report setup allows you to select the vendor(s) to be included in the report.
List of Vendors: Link
Utilities: Vendors: Print List [F6]
A simple listing of your vendors sorted by vendor name. Shows vendor name, ID code, city, state, zip code, phone and fax phone number.
Order List: Link
Inventory: Prepare Order List: Print List
Lists inventory items needing to be ordered from vendors. Includes SKU, description, quantity on hand, minimum stock and minimum order settings, suggested number needed, calculated quantity to order, cost, and vendor selected.
Order List Report Link
Orders In Process: Print: Order Details
Orders In Process: Print: Order Summary
Order Details
Prints a multi-page list, sorted by order number, of every pending order. It includes the customer name, account number, order number, dates entered and due, amount due and current deposit amount as well as the inventory items on the order with SKU, Description, Quantity ordered and backordered. At the end of the report is a Summary of Total Count of Orders, Total Amounts, Total Deposits, and Total Balance Due.
Order Summary
The focus is on the money and due dates, not the inventory involved. It lists the customer name, account number, lookup code, the order number, dates created and due, the amount of the order and deposits towards the order. At the end of the report is a Summary of Total Count of Orders, Total Amounts, Total Deposits, and Total Balance Due.
Orders, Grouped By Item Link
Orders In Process: Print: Orders, Grouped By Item
The focus is on the inventory items. It shows the SKU, Description, Ordered Quantity, Backordered Quantity and the Stock Location of the item. Additionally, if you choose to Print Detail, the order number and the customer name is displayed under the inventory item.
The setup allows for selection of Sort Order, Date Range (based on the Date Created or Date Due), and printing of Detail.
RMA Aging Report:
Inventory: RMA Reports: RMA Aging Report
Inventory items sent back to vendors on RMA (Return Merchandise Authorization) are reported showing date of return, quantity returned, number of days since being sent back showing dollar values under Current, Over 30, Over 60, and Over 90 Days. Quantities and dollar values are subtotaled per inventory item and grand totaled at the end of the report. The report is grouped by vendor name and includes SKU and item description.
Sales Report By Vendor: Link
Accounting: Reports: Sales Reports: Vendor: : Options
Using a specified date range and selection of vendors, the report groups sold inventory items under the vendor name. The summary report includes vendor name, SKU, description, quantity sold, average cost, average price, profit, and margin. All items for a vendor are subtotaled. At the end of the report totals are listed by vendor name, total cost, total price, profit, margin and percentage of sales and a grand total for cost, price and profit. The detailed report also includes invoice number, invoice date, customer name and account number and code number with subtotals per inventory item.
Sales vs Purchases (Cash Flow) [Display Only]
Accounting: Reports: Sales Vs Purchases
A display only which summarizing month by month sales, purchases, and sales minus purchases. Also includes total amounts collected, paid, and overall cash flow. Grand totals for the year are displayed at the bottom. One can select the year to be displayed.
Vendor AP History Report
Report Center: AP Reports: AP History Report
Accounting: Accounts Payable: AP Reports: AP History Report Options
Lists all payments to all or selected vendors for a given time period. Payment amounts are subtotaled per vendor with a page break separating vendors. The report includes vendor name, account number, invoice number, date, date due, amount due, discounted amount, date paid and amount paid.
Vendor Detail:
* Vendor Center: Highlight Vendor: Print Selected [F7]
Information about a specific vendor includes vendor name, address, phone numbers, your account number with the vendor, terms or payment, default shipping method, your credit limit with the vendor, Also shows when you first dealt with the vendor, last purchase date, and date of last payment to the vendor.