Inventory Reports |
  
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Inventory Reports |
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These reports are primarily about your current inventory status.
LISTED REPORTS
Inventory Listing - Inventory Listing
List of all or selective inventory items based upon sort order and query applications. Report shows SKU, description, inventory type, current stock count, number held, and Stock Location. Report definition can group inventory by department or category.
Inventory Valuation - Inventory Valuation Report
Lists inventory in stock and calculates the wholesale value of all items. Printing with no detail shows SKU, Description, inventory type, stock count, average cost and total cost. Printing with detail shows purchase order sources which explain the average cost and additionally includes vendor name, purchase date, purchase order number, quantity received and cost. On the last page of the report is a synopsis by department / category with total cost, total stock counts and percentages each department and category fulfill compared to all inventory.
Inventory Price Lists - Inventory Price List
The list shows SKU, Description, and pricing for the first three price levels of each item. (The report can be redefined to include more information.)
Matrix Reports - Inventory Matrix Report
The report keeps the characteristics of the row/column grid showing item information. Data to be displayed in the report can be cost, stock quantity, quantity to order, or selling price. The report can contain one or more matrices.
Items Discarded - Items Discarded Report
Inventory returns which have been deemed unreturnable to stock or to the vendor is discarded. A report on these discarded items for a specified date range includes the sales ID of employee processing the discards, SKU, description, date of discard, quantity, cost of the item and extended total cost. A grand total cost is listed at the end of the report.
Orders Vs. Stock -
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.
Stock Location Report - Stock Location Report
Alphabetically lists each shelf or bin location and the inventory items assigned to that location. The inventory item's SKU, description and current stock count are included in the report. Use of a Query can filter the report output.
Location Reports
User-Define Reports
RELATED REPORTS
Consignment Inventory Link
Report Center: Inventory: Inventory List: Run Report [F7]: Options
To report on all consignment items in inventory by SKU, Description, and stock status. Use of the report options is useful when running other types of reports.
Customer Consignments: Link
Inventory: Consignments By Name: Print List
Customer Center: Consign [F9]: Print:
A stock count of inventory on consignment for an individual consignor. Lists the SKU, Description, number in stock, held, and number available for sale. Includes customer name and address.
Inventory Discrepancy Report: Link
Inventory: Physical Inventory: Reconcile From File: Discrepancy Report: Print: :
Whenever a Physical Inventory count is taken and entered into the "Import Physical Inventory From File" screen, any differences between the Original and Actual count can be printed by selecting the Discrepancy Report. The report can exclude or include items not counted. The report shows SKU, Description, original and actual counts.
Inventory Exception Report: Link
Inventory: Physical Inventory: Reconciliation Report: Print: :
Whenever inventory stock counts are adjusted manually, a log is kept showing the date of the adjustment and difference between the original or computer count and the new Actual count.
Items Discarded Report: Link
Inventory: Inventory Reports: Items Discarded: : :
Inventory returns which have been deemed unreturnable to stock or to the vendor is discarded. A report on these discarded items for a specified date range includes the sales ID of employee processing the discards, SKU, description, date of discard, quantity, cost of the item and extended total cost. A grand total cost is listed at the end of the report.
Items Not Ordered Since….: Link
Accounting: Reports: Stock Reports: Items Not Ordered Since: : Options : Query
A stock count report of inventory which would be considered old because it has not been purchased from vendors 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 purchased from vendors. The report can be sorted by SKU or description.
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.
Item Stock Report Link
Inventory Center: Highlight Item: RightMouseClick: Item Stock: Print
Lists the source(s) of the stock count which includes the date received, purchase order number, vendor name, cost and quantity as well as the SKU and Description of the item. If the inventory item is serialized, the report will include serial numbers.
Multi-Store Stock Report
Inventory Center: Multi-store tab: Print
A grid style report lists each SKU with item description, stock count in each store in the multi-store group, and a line total. The last line of the report totals column counts.
Multi-Store Transfer Report
Inventory: Multi-Store: Manage Transfers: Pending Transfers tab: Print [F7]
This report shows a grid of inventory items and remote stores and totals per row and columns of all items being transferred to other stores.
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 Arrived List: Link
Purchase Order: Receive: Orders Arrived Table: : Print List:
This report prints only at the time of receiving a PO and includes the inventory item SKU and description, names of customer(s) who have ordered the product, with order number, customer phone numbers, quantity ordered, and quantity "here" for delivery.
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 Bin 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.
Physical Inventory - All Entries:
Inventory: Physical Inventory: Reconcile From File: Print: :
When conducting a physical inventory count, new counts are listed and compared with old inventory counts and the difference between the counts is reported.
Physical Inventory - Exception Report:
Inventory: Physical Inventory: Reconcile From File: Print: :
(see Inventory Discrepancy Report)
Whenever a Physical Inventory count is taken and entered into the "Import Physical Inventory From File" screen, any differences between the Original and Actual count can be printed by selecting the Discrepancy Report. The report can exclude or include items not counted. The report shows SKU, Description, original and actual counts.
Physical Stock Count:
Inventory: Physical Inventory: Reconcile Inventory: Print: :
Inventory: Physical Inventory: Print Inventory List:
As an aid to to conducting a year end physical stock count, this report lists SKU, description, current stock count, and a place to tally your actual count. If product is serialized, serial numbers will be listed with the item. Print options allow for changing sort order, applying a query, and other output options.
Price Change Report Link
Inventory: Maintenance: Global Changes
The purpose of this report is to preview the effects of a global price change before committing changes. It lists the SKU, description, old cost, new cost, old price 1, 2, 3, 4, 5, and 6 and the new price 1, 2, 3, 4, 5, and 6.
SKUs Not Found Report: Link
Inventory: Physical Inventory: Reconcile From File: Print "SKUs Not Found"
When reconciling inventory counts, POSitive will report items which are not recognizable because the SKU does not exist in the Inventory List.
Transfer History Report
Inventory: Multi-Store: Transfer History: Highlight batch: Print [F7]
Lists inventory which has been transferred to other stores. Includes SKU, description, serial number, quantity, cost, and line total. Also includes date, batch or PO number, store receiving transfer, and total dollar value of the transfer.
Transfer Inventory List
Transfer Manager: Process Transfer: Preview Transfer Report
When products are transferred, one is prompted to print a Transfer Inventory List. This is a report to show what products are being sent from the main store to the remote store. This shows SKU, description, store code, store name, and transfer quantity.
Used Inventory Valuation Report Link
Inventory: Inventory Reports: Inventory Valuation: Sort Items Screen: Used Inventory
By selecting the option to report only on Used Items, the detailed valuation report includes SKU, description, type, quantity in stock, average cost, total cost, date received, time received, customer name, condition of item, and grand totals of stock and cost.
Vendor Inventory List (Your Reports) Designable
Vendor Center: Vendor Inventory: Print: Create Your Own Report
These reports can be designed by you to include and arrange fields according to your needs. Multiple reports can be created and saved for future use.
Vendor Sales Report By Department
Report Center: Vendors: Run Report [F7]
After selecting a date range and vendors and departments and categories to be included, the report includes vendor ID, SKU, Description, Quantity: received, sold to date, on hand, over/under, on order, sold per month, Item cost, on hand valuation, total profit for the time period, and a summation of sales per department and category.
Vendor Sales Summary Report
Report Center: Vendors: Run Report [F7]
After selection of date range and vendors to be included, the report groups inventory sold by vendor name, shows vendor SKU, item SKU, description, quantity sold during the time period, average cost, current stock on hand quantity, selling price (price 1 only), number of units on order, and date last sold.
Vendor Stock Valuation Report:
Report Center: Vendors: Run Report [F7]
The report groups inventory by vendor, lists the vendor SKU, item SKU, description, stock count, average cost, and an extended total cost of the item. On the last page is a Vendor Summary which totals all items per vendor. The detailed report includes date the item was received from vendor, quantity received, current stock and cost of line item.